Muscatine, 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, Muscatine, IA has 23 loaded benefit plan(s) reported by 14 plan sponsor(s), with $2,024,706,666 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,024,706,666
Total reported liabilities (EOY)
$413,222
Total reported net assets (EOY)
$2,024,293,444

Contributions & income

Employer contributions
$43,125,272
Participant contributions
$63,095,984
Total income / additions
$460,759,622

Expenses & distributions

Benefits paid / distributions
$203,050,084
Total expenses
$205,647,191
Net increase / (decrease)
$255,112,431

Coverage

Total reported participants
42,537
Plans with financial statements
12
Plans with provider compensation
9

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

Largest loaded plans in Muscatine, IA
PlanSponsorReported assets (EOY)Year
Hni Corporation Profit-Sharing Retirement PlanHni Corporation$1,016,830,1352023
Kent Corporation Retirement PlanKent Corporation$526,381,4532023
Stanley Retirement PlanS.C. Companies, Inc.$325,142,9822023
Stanley Member Stock Bonus PlanS.C. Companies, Inc.$76,152,7952023
Central Bancshares, Inc. 401(K) PlanCentral Bancshares, Inc.$38,068,9772023
Sigourney Tractor & Implement Co. L.C. Retirement Savings PlanSigourney Tractor & Implement Co. L.C.$18,086,2462023
Kent Corporation Pension PlanKent Corporation$7,279,7272023
Corry Jamestown And Holga Pension Plan BHni Corporation$5,760,0902023
Stanley Foundation Retirement Plan & Trust AgreemeThe Stanley Foundation$4,668,1972023
Tantara Transportation Corp. 401(K) Plan & TrustTantara Transportation Corp.$2,973,5142023
Robert & Dawn Lagone Dpm Pc 401k Profit Sharing PlanRobert & Dawn Lagone Dpm Pc$2,380,4442023
Rivo, Inc. 401(K) PlanRivo, Inc.$982,1062023
Phelps Uniform Specialists, Inc Group Life PlanPhelps Uniform Specialists, Incnot reported in the loaded dataset2023
Hni Corporation Vision PlanHni Corporationnot reported in the loaded dataset2023
Hni Corporation Life Insurance PlanHni Corporationnot reported in the loaded dataset2023
S.C. Companies, Inc. Group Insurance PlanS.C. Companies, Inc.not reported in the loaded dataset2023
Temp Associates Life ColonialRj Personnel Incnot reported in the loaded dataset2023
Hni Corporation Disability PlanHni Corporationnot reported in the loaded dataset2023
Hni Corporation Welfare Benefit PlanHni Corporationnot reported in the loaded dataset2023
Team Employee Health And Welfare PlansTeam Staffing Solutions Incnot reported in the loaded dataset2023
Kent Corporation Group Benefits PlanKent Corporationnot reported in the loaded dataset2023
Lutheran Home Society Health Welfare Benefit PlanThe Lutheran Homes Societynot reported in the loaded dataset2023
Rjk Medical PlanRjk Inc.not reported in the loaded dataset2023

Related Form 5500 pages