Sheldon, 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, Sheldon, IA has 10 loaded benefit plan(s) reported by 4 plan sponsor(s), with $80,705,473 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,705,473
- Total reported liabilities (EOY)
- $191,482
- Total reported net assets (EOY)
- $80,513,991
Contributions & income
- Employer contributions
- $3,107,062
- Participant contributions
- $4,892,695
- Total income / additions
- $21,287,932
Expenses & distributions
- Benefits paid / distributions
- $7,428,126
- Total expenses
- $7,814,910
- Net increase / (decrease)
- $13,473,022
Coverage
- Total reported participants
- 3,751
- Plans with financial statements
- 4
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sheldon, 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 |
|---|---|---|---|
| Rosenboom Machine & Tool Inc Retirement Plan & Trust | Rosenboom Machine & Tool Inc | $33,617,403 | 2023 |
| Van Wyk/Link Manufacturing/Maintainer Corporation 401(K) Profit Sharing Plan | Van Wyk, Inc. | $26,663,635 | 2023 |
| Vnu 403(B) Plan | Village Northwest Unlimited | $14,273,601 | 2023 |
| Village Northwest Premium Conversion Cafeteria Plan | Village Northwest Unlimited | $6,150,834 | 2023 |
| Rosenboom Machine & Tool, Inc. Section 125 Premium Only Plan | Rosenboom Machine & Tool, Inc. | not reported in the loaded dataset | 2023 |
| Van Wyk, Inc., Health Plan | Van Wyk, Inc. | not reported in the loaded dataset | 2023 |
| Rosenboom Machine & Tool, Inc. Section 125 Premium Only Plan | Rosenboom Machine & Tool, Inc. | not reported in the loaded dataset | 2023 |
| Citizens State Bank Pension Trust | Citizens State Bank | not reported in the loaded dataset | 2023 |
| Rosenboom Machine & Tool Inc. Employee Medical & Dental Benefit Plan | Rosenboom Machine & Tool, Inc. | not reported in the loaded dataset | 2023 |
| Rosenboom Machine & Tool, Inc. Employee Life & Vision Insurance | Rosenboom Machine & Tool, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Sheldon → · Sheldon plans by participants → · Sheldon plans with financial data → · Sheldon plans with provider compensation → · $1B+ plans in Sheldon →
Related Form 5500 pages
- All IA Form 5500 filings
- Rosenboom Machine & Tool Inc Retirement Plan & Trust (plan 001)
- Rosenboom Machine & Tool Inc — all reported plans
- Van Wyk/Link Manufacturing/Maintainer Corporation 401(K) Profit Sharing Plan (plan 001)
- Van Wyk, Inc. — all reported plans
- Vnu 403(B) Plan (plan 001)
- Village Northwest Unlimited — all reported plans
- Village Northwest Premium Conversion Cafeteria Plan (plan 502)
- Rosenboom Machine & Tool, Inc. Section 125 Premium Only Plan (plan 511)
- Van Wyk, Inc., Health Plan (plan 501)
- Rosenboom Machine & Tool, Inc. Section 125 Premium Only Plan (plan 512)
- Citizens State Bank Pension Trust (plan 001)
- Citizens State Bank — all reported plans
- Rosenboom Machine & Tool Inc. Employee Medical & Dental Benefit Plan (plan 501)
- Rosenboom Machine & Tool, Inc. Employee Life & Vision Insurance (plan 505)
- Methodology
- Data sources