Ida Grove, IA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ida Grove, IA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $150,576,908 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $150,576,908
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $157,641,842
Contributions & income
- Employer contributions
- $3,222,173
- Participant contributions
- $5,697,291
- Total income / additions
- $28,715,042
Expenses & distributions
- Benefits paid / distributions
- $13,204,793
- Total expenses
- $13,691,903
- Net increase / (decrease)
- $15,023,139
Coverage
- Total reported participants
- 2,602
- Plans with financial statements
- 5
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ida Grove, IA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ida Grove Bancshares, Inc. Esop With 401(K) Provisions And Trust Agreement | United Bank Of Iowa | $64,498,975 | 2023 |
| Godbersen-Smith Construction Company 401(K) Profit Sharing Plan | Godbersen-Smith Construction Company | $59,667,307 | 2023 |
| Midwest Industries, Inc. Retirement Income Savings Plan | Midwest Industries, Inc. | $20,087,746 | 2023 |
| Ida County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Employees Pension Plan | Ida County Iowa Community Hospital Inc. | $6,322,880 | 2023 |
| Ida County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Tax Deferred Annuity Plan | Ida County Iowa Community Hospital Inc. | $0 | 2023 |
| Midwest Industries, Inc Welfare Benefit Plan | Midwest Industries, Inc | not reported in the loaded dataset | 2023 |
| Gomaco Insurance Benefit Plan | Gomaco Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Ida Grove → · Ida Grove plans by participants → · Ida Grove plans with financial data → · Ida Grove plans with provider compensation → · $1B+ plans in Ida Grove →
Related Form 5500 pages
- All IA Form 5500 filings
- Ida Grove Bancshares, Inc. Esop With 401(K) Provisions And Trust Agreement (plan 003)
- United Bank Of Iowa — all reported plans
- Godbersen-Smith Construction Company 401(K) Profit Sharing Plan (plan 001)
- Godbersen-Smith Construction Company — all reported plans
- Midwest Industries, Inc. Retirement Income Savings Plan (plan 001)
- Midwest Industries, Inc. — all reported plans
- Ida County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Employees Pension Plan (plan 001)
- Ida County Iowa Community Hospital Inc. — all reported plans
- Ida County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Tax Deferred Annuity Plan (plan 002)
- Midwest Industries, Inc Welfare Benefit Plan (plan 508)
- Gomaco Insurance Benefit Plan (plan 501)
- Gomaco Corporation — all reported plans
- Methodology
- Data sources