Knoxville, 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, Knoxville, IA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $29,592,773 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)
- $29,592,773
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $29,592,773
Contributions & income
- Employer contributions
- $1,505,613
- Participant contributions
- $2,684,080
- Total income / additions
- $9,046,681
Expenses & distributions
- Benefits paid / distributions
- $2,184,113
- Total expenses
- $2,378,261
- Net increase / (decrease)
- $6,668,420
Coverage
- Total reported participants
- 1,888
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Knoxville, 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 |
|---|---|---|---|
| Weiler, Inc. 401(K) Profit Sharing Plan | Weiler, Inc. | $14,613,378 | 2023 |
| Knoxville Hospital And Clinics Tax Sheltered Annuity Plan | Knoxville Hospital And Clinics | $14,436,092 | 2023 |
| Duckwing 401k Trust | Duckwing Kennels, Inc. | $359,126 | 2023 |
| D N L Investments Inc. Retirement Plan | D N L Investments Inc. | $184,177 | 2023 |
| Weiler Inc. Health And Wellness Plan | Weiler, Inc | not reported in the loaded dataset | 2023 |
| Knoxville Community Hospital Inc. Employee Benefit Plan | Knoxville Community Hospital | not reported in the loaded dataset | 2023 |
| Weiler Forestry, Inc. Health And Welfare Plan | Weiler Forestry Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Knoxville → · Knoxville plans by participants → · Knoxville plans with financial data → · Knoxville plans with provider compensation → · $1B+ plans in Knoxville →
Related Form 5500 pages
- All IA Form 5500 filings
- Weiler, Inc. 401(K) Profit Sharing Plan (plan 001)
- Weiler, Inc. — all reported plans
- Knoxville Hospital And Clinics Tax Sheltered Annuity Plan (plan 002)
- Knoxville Hospital And Clinics — all reported plans
- Duckwing 401k Trust (plan 001)
- Duckwing Kennels, Inc. — all reported plans
- D N L Investments Inc. Retirement Plan (plan 001)
- D N L Investments Inc. — all reported plans
- Weiler Inc. Health And Wellness Plan (plan 501)
- Knoxville Community Hospital Inc. Employee Benefit Plan (plan 501)
- Weiler Forestry, Inc. Health And Welfare Plan (plan 501)
- Weiler Forestry Inc. — all reported plans
- Methodology
- Data sources