Plan5500

Spencer, 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, Spencer, IA has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $40,922,416 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
5
Latest filing year
2023

What stands out in Spencer

  • 10 loaded plans hold $40.9M in reported assets across 5 sponsors.
  • The largest, Arnold Motor Supply 401k Plan, holds 62% of reported Spencer plan assets.
  • Plans cover 2,119 participants — about 212 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.6MSummed across loaded plans$40,635,022
Total reported assets$40.9M$40,922,416
Total reported participants2.1K2,119
Total reported liabilities$287.4K$287,394

Reported net position

Reported assets = net assets + liabilities (summed)$40.9M total assets
Net assets$40.6MLiabilities$287.4K
Contributions & income
Employer contributions$1.1M
Participant contributions$1.9M
Total income / additions$9.9M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements5 / 10 (50%)
Plans with provider compensation3 / 10 (30%)

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

Spencer market comparison

Largest plan share of assets62%Arnold Motor Supply 401k Plan
Participants per plan212Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Spencer

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

  1. 1
    Arnold Motor Supply 401k Plan$25.5M
    Arnold Motor Supply, Llp · 2023
  2. 2
    Shine Bros. Corp. Profit Sharing 401(K) Plan$14.4M
    Shine Bros. Corp. · 2023
  3. 3
    Spencer Avionics Retirement Plan$1M
    Spencer Avionics, Inc. · 2023
  4. 4
    Midstates Builders, Inc. 401(K) Profit Sharing Plan$2.3K
    Midstates Builders, Inc. · 2023
  5. 5
    Northwest Iowa Mental Health Center Employees Savings And Retirement Plan$0
    Northwest Iowa Mental Health Center · 2023
  6. 6
    Shine Bros. Corp./Tjn Enterprises, Inc. Employee Health Care Plannot reported in the loaded dataset
    Shine Bros. Corp. · 2023
  7. 7
    Arnold Motor Supply, Llp Employee Benefit Plannot reported in the loaded dataset
    Arnold Motor Supply, Llp · 2023
  8. 8
    Northwest Iowa Mental Health Centernot reported in the loaded dataset
    Northwest Iowa Mental Health Center · 2023
  9. 9
    Northwest Iowa Mental Health Centernot reported in the loaded dataset
    Northwest Iowa Mental Health Center · 2023
  10. 10
    Northwest Iowa Mental Healthnot reported in the loaded dataset
    Northwest Iowa Mental Health Center · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages