Marion, 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, Marion, IA has 18 loaded benefit plan(s) reported by 11 plan sponsor(s), with $162,133,242 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $162,133,242
- Total reported liabilities (EOY)
- $20,679,471
- Total reported net assets (EOY)
- $141,453,771
Contributions & income
- Employer contributions
- $4,540,533
- Participant contributions
- $6,101,507
- Total income / additions
- $39,265,328
Expenses & distributions
- Benefits paid / distributions
- $9,547,897
- Total expenses
- $10,401,790
- Net increase / (decrease)
- $28,863,538
Coverage
- Total reported participants
- 2,893
- Plans with financial statements
- 12
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marion, 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 |
|---|---|---|---|
| Farmers State Bank Employees' 401(K) Profit Sharing Plan & Trust | Farmers State Bank | $36,691,806 | 2023 |
| Esco Group 401(K) Plan | Scintilla Eg Holdings, Inc. | $27,238,899 | 2023 |
| Hupp 401(K) Plan | Hupp Electric Motors, Inc. | $21,728,028 | 2023 |
| Timberline Manufacturing Company Employee Stock Ownership Plan | Timberline Manufacturing Company | $19,366,987 | 2023 |
| Esco Group Employee Stock Ownership Plan | Scintilla Eg Holdings, Inc. | $18,570,533 | 2023 |
| Freund-Vector Corporation Savings & Retirement Plan | Freund-Vector Corporation | $17,945,808 | 2023 |
| Limolink, Inc. 401(K) Plan | Limolink, Inc. | $8,535,111 | 2023 |
| Weems Industries, Inc. 401(K) Retirement Savings Plan | Weems Industries, Inc. | $6,826,898 | 2023 |
| Timberline Manufacturing Company 401(K) Plan | Timberline Manufacturing Company | $4,736,157 | 2023 |
| Digital Office Solutions 401k Plan | Digital Office Solutions 401(K) Plan | $449,005 | 2023 |
| Awesome Atlas Enterprises 401k Retirement Plan | Awesome Atlas Enterprises, Inc. | $44,010 | 2023 |
| Linncojoco Cookie Inc. Retirement Plan | Linncojoco Cookie Inc. | $0 | 2023 |
| Timberline Manufacturing Company Disability Benefit Plan | Timberline Manufacturing Company | not reported in the loaded dataset | 2023 |
| Limolink, Inc. Health & Welfare Plan | Limolink, Inc. | not reported in the loaded dataset | 2023 |
| Timberline Manufacturing Company Life Insurance Benefit Plan | Timberline Manufacturing Company | not reported in the loaded dataset | 2023 |
| Esco Electric Company Employee Benefits Plan | Esco Electric Company | not reported in the loaded dataset | 2023 |
| Weems Industries Dba Legacy Manufacturing Co Welfare Benefit Plan | Weems Industries, Inc. Dba Legacy Manufacturing | not reported in the loaded dataset | 2023 |
| Timberline Manufacturing Company Dental And Vision Plan | Timberline Manufacturing Company | not reported in the loaded dataset | 2023 |
Largest plans in Marion → · Marion plans by participants → · Marion plans with financial data → · Marion plans with provider compensation → · $1B+ plans in Marion →
Related Form 5500 pages
- All IA Form 5500 filings
- Farmers State Bank Employees' 401(K) Profit Sharing Plan & Trust (plan 001)
- Farmers State Bank — all reported plans
- Esco Group 401(K) Plan (plan 001)
- Scintilla Eg Holdings, Inc. — all reported plans
- Hupp 401(K) Plan (plan 001)
- Hupp Electric Motors, Inc. — all reported plans
- Timberline Manufacturing Company Employee Stock Ownership Plan (plan 002)
- Timberline Manufacturing Company — all reported plans
- Esco Group Employee Stock Ownership Plan (plan 002)
- Freund-Vector Corporation Savings & Retirement Plan (plan 001)
- Freund-Vector Corporation — all reported plans
- Limolink, Inc. 401(K) Plan (plan 001)
- Limolink, Inc. — all reported plans
- Weems Industries, Inc. 401(K) Retirement Savings Plan (plan 002)
- Weems Industries, Inc. — all reported plans
- Timberline Manufacturing Company 401(K) Plan (plan 001)
- Digital Office Solutions 401k Plan (plan 001)
- Digital Office Solutions 401(K) Plan — all reported plans
- Awesome Atlas Enterprises 401k Retirement Plan (plan 001)
- Awesome Atlas Enterprises, Inc. — all reported plans
- Linncojoco Cookie Inc. Retirement Plan (plan 001)
- Linncojoco Cookie Inc. — all reported plans
- Timberline Manufacturing Company Disability Benefit Plan (plan 502)
- Limolink, Inc. Health & Welfare Plan (plan 501)
- Timberline Manufacturing Company Life Insurance Benefit Plan (plan 503)
- Methodology
- Data sources