Plan5500

Pilot Grove, 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, Pilot Grove, IA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $22,765,015 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
2
Latest filing year
2023

What stands out in Pilot Grove

  • 4 loaded plans hold $22.8M in reported assets across 2 sponsors.
  • The largest, Pilot Grove Savings Bank Employee Stock Ownership Plan, holds 69% of reported Pilot Grove plan assets.
  • Plans cover 438 participants — about 110 per plan.
  • 50% 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$10.9MSummed across loaded plans$10,865,217
Total reported assets$22.8M$22,765,015
Total reported participants438
Total reported liabilities$11.9M$11,899,798

Reported net position

Reported assets = net assets + liabilities (summed)$22.8M total assets
Net assets$10.9MLiabilities$11.9M
Contributions & income
Employer contributions$556.5K
Participant contributions$468.9K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Pilot Grove market comparison

Largest plan share of assets69%Pilot Grove Savings Bank Employee Stock Ownership Plan
Participants per plan110Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Pilot Grove

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

  1. 1
    Pilot Grove Savings Bank Employee Stock Ownership Plan$15.7M
    Pilot Grove Savings Bank · 2023
  2. 2
    J.J. Nichting 401(K) Plan$7.1M
    J.J. Nichting Company, Inc. · 2023
  3. 3
    J.J. Nichting Company, Inc. Life Insurance Plannot reported in the loaded dataset
    J.J. Nichting Company, Inc. · 2023
  4. 4
    J.J. Nichting Company, Inc. Ltd Plannot reported in the loaded dataset
    J.J. Nichting Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pilot Grove, IA?
4 plan(s) reported by 2 sponsor(s) are loaded for Pilot Grove, IA.

Related Form 5500 pages