Plan5500

Indianola, 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, Indianola, IA has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $147,250,985 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
5
Latest filing year
2023

What stands out in Indianola

  • 10 loaded plans hold $147.3M in reported assets across 5 sponsors.
  • The largest, Simpson College Defined Contribution Retirement Plan, holds 47% of reported Indianola plan assets.
  • Plans cover 1,782 participants — about 178 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$140MSummed across loaded plans$140,030,300
Total reported assets$147.3M$147,250,985
Total reported participants1.8K1,782
Total reported liabilities$7.2M$7,220,685

Reported net position

Reported assets = net assets + liabilities (summed)$147.3M total assets
Net assets$140MLiabilities$7.2M
Contributions & income
Employer contributions$1.1M
Participant contributions$2M
Total income / additions$11.4M
Expenses & distributions
Benefits paid / distributions$8.9M
Total expenses$9.2M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements5 / 10 (50%)
Plans with provider compensation2 / 10 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Indianola, 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.

Computed from loaded plans

Indianola market comparison

Largest plan share of assets47%Simpson College Defined Contribution Retirement Plan
Participants per plan178Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Indianola

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Simpson College Defined Contribution Retirement Plan$69.6M
    Simpson College · 2023
  2. 2
    Cemen Tech Holdings, Inc. Employee Stock Ownership Plan$64.5M
    Cemen Tech, Inc. · 2023
  3. 3
    Peoples Savings Bank Employee 401(K) Plan$7.3M
    Peoples Savings Bank · 2023
  4. 4
    Cemen Tech Holdings 401(K) Plan$5.8M
    Cemen Tech Holdings · 2023
  5. 5
    Carter Hulick, Inc. 401(K) Profit Sharing Plan$91.1K
    Carter Hulick, Inc. · 2023
  6. 6
    Cemen Tech Inc Life And Disability Plannot reported in the loaded dataset
    Cemen Tech Inc. · 2023
  7. 7
    Cemen Tech Inc. Vision Plannot reported in the loaded dataset
    Cemen Tech Inc. · 2023
  8. 8
    Cemen Tech Inc. Dental Plannot reported in the loaded dataset
    Cemen Tech Inc. · 2023
  9. 9
    Cemen Tech Inc. Medical Plannot reported in the loaded dataset
    Cemen Tech Inc. · 2023
  10. 10
    Simpson College Medical Plan For Faculty And Staffnot reported in the loaded dataset
    Simpson College · 2023

Largest plans in Indianola → · Indianola plans by participants → · Indianola plans with financial data → · Indianola plans with provider compensation → · $1B+ plans in Indianola →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Indianola, IA?
10 plan(s) reported by 5 sponsor(s) are loaded for Indianola, IA.

Related Form 5500 pages