Plan5500

Sibley, 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, Sibley, IA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,763,956 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Sibley

  • 5 loaded plans hold $4.8M in reported assets across 3 sponsors.
  • The largest, Osceola Community Hospital Inc. Tax Deferred Annuity Plan, holds 94% of reported Sibley plan assets.
  • Plans cover 488 participants — about 98 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,763,956
Total reported assets$4.8M$4,763,956
Total reported participants488
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$143K
Participant contributions$266.4K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$460.4K
Total expenses$498.6K
Net increase / (decrease)$590.7K

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Sibley market comparison

Largest plan share of assets94%Osceola Community Hospital Inc. Tax Deferred Annuity Plan
Participants per plan98Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sibley

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

  1. 1
    Osceola Community Hospital Inc. Tax Deferred Annuity Plan$4.5M
    Osceola Community Hosptial Inc. · 2023
  2. 2
    F.A.B.S. Farms, Inc. Employee Stock Ownership Plan$277K
    F.A.B.S. Farms, Inc. · 2023
  3. 3
    D & H Poultry Service, Inc.not reported in the loaded dataset
    D & H Poultry Services, Inc · 2023
  4. 4
    Osceola Community Hospital, Inc. Life & Disabilitynot reported in the loaded dataset
    Osceola Community Hospital Inc · 2023
  5. 5
    Osceola Community Hospital, Inc. Healthnot reported in the loaded dataset
    Osceola Regional Health Center · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages