Pella, 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, Pella, IA has 18 loaded benefit plan(s) reported by 12 plan sponsor(s), with $3,172,903,401 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
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,172,903,401
- Total reported liabilities (EOY)
- $185,850,874
- Total reported net assets (EOY)
- $2,987,052,527
Contributions & income
- Employer contributions
- $46,665,200
- Participant contributions
- $100,925,527
- Total income / additions
- $566,775,366
Expenses & distributions
- Benefits paid / distributions
- $209,750,114
- Total expenses
- $217,507,378
- Net increase / (decrease)
- $349,267,988
Coverage
- Total reported participants
- 34,447
- Plans with financial statements
- 12
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pella, 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 |
|---|---|---|---|
| Pella Corporation 401(K) Savings Plan | Pella Corporation | $1,142,530,544 | 2023 |
| Pella Corporation Master Trust | Pella Corporation | $957,355,879 | 2023 |
| Vermeer Corporation 401(K) Retirement Plan | Vermeer Corporation | $448,407,387 | 2023 |
| Precision, Inc. Employee Stock Ownership Plan And Trust | Precision Pulley & Idler | $438,062,674 | 2023 |
| Pella Regional Health Center 401(K) Plan | Pella Regional Health Center | $90,949,317 | 2023 |
| Precision, Inc. 401(K) Plan | Precision, Inc. | $48,109,479 | 2023 |
| Ldj Manufacturing, Inc. Employee Stock Ownership Plan | Ldj Manufacturing, Inc. | $22,660,000 | 2023 |
| Marion County State Bank Employee Stock Ownership And Savings Plan | Marion County State Bank | $20,301,880 | 2023 |
| Christian Opportunity Center Profit Sharing Plan | Christian Opportunity Center | $4,352,223 | 2023 |
| Kks Incorporated Retirement Plan | Kks Incorporated | $159,095 | 2023 |
| Emerald Search Solutions, Inc. 401(K) Plan/Trust | Emerald Search Solutions, Inc. | $14,923 | 2023 |
| Van Gorp Corporation Retirement Plan | Van Gorp Corporation | $0 | 2023 |
| Vermeer Manufacturing Health And Welfare Benefit Plan | Vermeer Manufacturing Company | not reported in the loaded dataset | 2023 |
| Ldj Mfg Inc - Life And Std | Ldj Manufacturing, Inc. | not reported in the loaded dataset | 2023 |
| Ldj Mfg Inc - Ltd | Ldj Manufacturing, Inc. | not reported in the loaded dataset | 2023 |
| Pella Corporation General Welfare Benefit Plan | Pella Corporation | not reported in the loaded dataset | 2023 |
| Precision, Inc. Health And Welfare Benefits Plan | Precision, Inc. | not reported in the loaded dataset | 2023 |
| Central College Health & Welfare Benefit Plan | Central College | not reported in the loaded dataset | 2023 |
Largest plans in Pella → · Pella plans by participants → · Pella plans with financial data → · Pella plans with provider compensation → · $1B+ plans in Pella →
Related Form 5500 pages
- All IA Form 5500 filings
- Pella Corporation 401(K) Savings Plan (plan 001)
- Pella Corporation — all reported plans
- Pella Corporation Master Trust (plan 401)
- Pella Corporation — all reported plans
- Vermeer Corporation 401(K) Retirement Plan (plan 001)
- Vermeer Corporation — all reported plans
- Precision, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Precision Pulley & Idler — all reported plans
- Pella Regional Health Center 401(K) Plan (plan 003)
- Pella Regional Health Center — all reported plans
- Precision, Inc. 401(K) Plan (plan 001)
- Ldj Manufacturing, Inc. Employee Stock Ownership Plan (plan 002)
- Ldj Manufacturing, Inc. — all reported plans
- Marion County State Bank Employee Stock Ownership And Savings Plan (plan 001)
- Marion County State Bank — all reported plans
- Christian Opportunity Center Profit Sharing Plan (plan 001)
- Christian Opportunity Center — all reported plans
- Kks Incorporated Retirement Plan (plan 001)
- Kks Incorporated — all reported plans
- Emerald Search Solutions, Inc. 401(K) Plan/Trust (plan 001)
- Emerald Search Solutions, Inc. — all reported plans
- Van Gorp Corporation Retirement Plan (plan 001)
- Van Gorp Corporation — all reported plans
- Vermeer Manufacturing Health And Welfare Benefit Plan (plan 501)
- Ldj Mfg Inc - Life And Std (plan 501)
- Ldj Mfg Inc - Ltd (plan 502)
- Methodology
- Data sources