Marshalltown, 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, Marshalltown, IA has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $149,190,575 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $149,190,575
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $149,190,575
Contributions & income
- Employer contributions
- $3,928,470
- Participant contributions
- $6,801,227
- Total income / additions
- $33,247,019
Expenses & distributions
- Benefits paid / distributions
- $14,909,423
- Total expenses
- $15,283,318
- Net increase / (decrease)
- $17,963,701
Coverage
- Total reported participants
- 3,819
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marshalltown, 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 |
|---|---|---|---|
| Wolfe Clinic, P.C. 401(K) Profit Sharing Plan | Wolfe Clinic, P.C. | $87,197,521 | 2023 |
| Marshalltown Company 401(K) Savings Plan | Marshalltown Company | $28,604,750 | 2023 |
| Mechdyne Corporation 401(K) Plan | Mechdyne Corporation | $19,542,620 | 2023 |
| Racom Corporation Retirement Plan | Eastern Communications Ltd, LLC | $12,087,738 | 2023 |
| Aaa Septic Services 401(K) Plan | Aaa Septic & Rental Services Of Iowa, Inc. | $1,757,946 | 2023 |
| Wolfe Clinic Invest Flexible Benefit Plan | Wolfe Clinic Invest Flexible Benefit Plan | not reported in the loaded dataset | 2023 |
| Mid-Iowa Community Action, Inc. Welfare-Fringe Benefit Plan | Mid-Iowa Community Action, Inc. | not reported in the loaded dataset | 2023 |
| Marshalltown Company Group Insurance Plan | Marshalltown Company | not reported in the loaded dataset | 2023 |
| Mechdyne Corporation Employee Benefits Plan | Mechdyne Corporation | not reported in the loaded dataset | 2023 |
| Marshalltown Company Employee Benefit Trust | Marshalltown Company | not reported in the loaded dataset | 2023 |
Largest plans in Marshalltown → · Marshalltown plans by participants → · Marshalltown plans with financial data → · Marshalltown plans with provider compensation → · $1B+ plans in Marshalltown →
Related Form 5500 pages
- All IA Form 5500 filings
- Wolfe Clinic, P.C. 401(K) Profit Sharing Plan (plan 003)
- Wolfe Clinic, P.C. — all reported plans
- Marshalltown Company 401(K) Savings Plan (plan 002)
- Marshalltown Company — all reported plans
- Mechdyne Corporation 401(K) Plan (plan 001)
- Mechdyne Corporation — all reported plans
- Racom Corporation Retirement Plan (plan 001)
- Eastern Communications Ltd, LLC — all reported plans
- Aaa Septic Services 401(K) Plan (plan 002)
- Aaa Septic & Rental Services Of Iowa, Inc. — all reported plans
- Wolfe Clinic Invest Flexible Benefit Plan (plan 501)
- Mid-Iowa Community Action, Inc. Welfare-Fringe Benefit Plan (plan 501)
- Mid-Iowa Community Action, Inc. — all reported plans
- Marshalltown Company Group Insurance Plan (plan 504)
- Mechdyne Corporation Employee Benefits Plan (plan 501)
- Marshalltown Company Employee Benefit Trust (plan 503)
- Methodology
- Data sources