Plan5500

Norwalk, 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, Norwalk, IA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,617,850 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Norwalk

  • 4 loaded plans hold $24.6M in reported assets across 3 sponsors.
  • The largest, Capital City Fruit Employer Profit Sharing Plan, holds 52% of reported Norwalk plan assets.
  • Plans cover 482 participants — about 121 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.6MSummed across loaded plans$24,606,124
Total reported assets$24.6M$24,617,850
Total reported participants482
Total reported liabilities$11.7K$11,726

Reported net position

Reported assets = net assets + liabilities (summed)$24.6M total assets
Net assets$24.6MLiabilities$11.7K
Contributions & income
Employer contributions$406.2K
Participant contributions$1.2M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

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

Norwalk market comparison

Largest plan share of assets52%Capital City Fruit Employer Profit Sharing Plan
Participants per plan121Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Norwalk

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

  1. 1
    Capital City Fruit Employer Profit Sharing Plan$12.8M
    Capital City Fruit, Inc. · 2023
  2. 2
    Norwalk/Indianola Ready-Mixed 401(K) Plan$11.5M
    Norwalk/Indianola Ready-Mixed Concrete Inc. · 2023
  3. 3
    Bff Funding Corp 401(K) Plan$252.2K
    Bff Funding Corp · 2023
  4. 4
    Norwalk Ready Mixed Concrete, Inc. Benefits Plannot reported in the loaded dataset
    Norwalk Ready Mixed Concrete, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Norwalk, IA?
4 plan(s) reported by 3 sponsor(s) are loaded for Norwalk, IA.

Related Form 5500 pages