Ottumwa, 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, Ottumwa, IA has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $128,391,135 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $128,391,135
- Total reported liabilities (EOY)
- $20,407,845
- Total reported net assets (EOY)
- $107,983,290
Contributions & income
- Employer contributions
- $4,588,179
- Participant contributions
- $2,892,668
- Total income / additions
- $25,419,498
Expenses & distributions
- Benefits paid / distributions
- $6,695,027
- Total expenses
- $7,624,908
- Net increase / (decrease)
- $17,794,590
Coverage
- Total reported participants
- 2,845
- Plans with financial statements
- 7
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ottumwa, 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 |
|---|---|---|---|
| Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan | Carroll Distributing & Construction Supply, Inc. | $54,831,388 | 2023 |
| Community 1st Credit Union 401(K) Plan | Community 1st Credit Union | $19,273,751 | 2023 |
| Winbco Tank Company Employee Stock Ownership Plan | Winbco Tank Company | $18,348,686 | 2023 |
| 403(B) Thrift Plan Of River Hills Community Health Center | River Hills Community Health Center | $13,985,321 | 2023 |
| Carroll Distributing & Construction Supply, Inc. 401(K) Profit Sharing Plan | Carroll Distributing & Construction Supply, Inc. | $11,855,913 | 2023 |
| Elliott Oil Company 401(K) Profit Sharing Plan | Elliott Oil Company | $7,902,980 | 2023 |
| First Resources Corp. 403(B) Plan | First Resources Corp. | $2,193,096 | 2023 |
| River Hills Community Health Center Inc. Welfare Benefit Plan | River Hills Community Health Center Inc. | not reported in the loaded dataset | 2023 |
| Community 1st Credit Union Welfare Benefit Plan | Community 1st Credit Union | not reported in the loaded dataset | 2023 |
| Carroll Distributing & Construction Supply, Inc. | Carroll Distributing & Construction Supply, Inc. | not reported in the loaded dataset | 2023 |
| Norris Asphalt Paving Co., LLC Welfare Benefit Plan | Norris Asphalt Paving Co., LLC | not reported in the loaded dataset | 2023 |
Largest plans in Ottumwa → · Ottumwa plans by participants → · Ottumwa plans with financial data → · Ottumwa plans with provider compensation → · $1B+ plans in Ottumwa →
Related Form 5500 pages
- All IA Form 5500 filings
- Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan (plan 002)
- Carroll Distributing & Construction Supply, Inc. — all reported plans
- Community 1st Credit Union 401(K) Plan (plan 033)
- Community 1st Credit Union — all reported plans
- Winbco Tank Company Employee Stock Ownership Plan (plan 001)
- Winbco Tank Company — all reported plans
- 403(B) Thrift Plan Of River Hills Community Health Center (plan 001)
- River Hills Community Health Center — all reported plans
- Carroll Distributing & Construction Supply, Inc. 401(K) Profit Sharing Plan (plan 001)
- Elliott Oil Company 401(K) Profit Sharing Plan (plan 001)
- Elliott Oil Company — all reported plans
- First Resources Corp. 403(B) Plan (plan 001)
- First Resources Corp. — all reported plans
- River Hills Community Health Center Inc. Welfare Benefit Plan (plan 503)
- Community 1st Credit Union Welfare Benefit Plan (plan 501)
- Carroll Distributing & Construction Supply, Inc. (plan 501)
- Norris Asphalt Paving Co., LLC Welfare Benefit Plan (plan 501)
- Norris Asphalt Paving Co., LLC — all reported plans
- Methodology
- Data sources