How many Form 5500 benefit plans are loaded for Stockton, IA?

1 plan(s) reported by 1 sponsor(s) are loaded for Stockton, IA.

Stockton, 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, Stockton, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $64,236 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Stockton

1 loaded plans hold $64.2K in reported assets across 1 sponsors.
The largest, Builders & Contractors Supp Unemployment Ins Plan, holds 100% of reported Stockton plan assets.
Plans cover 19 participants — about 19 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$64.2KSummed across loaded plans$64,236

Total reported assets$64.2K$64,236

Total reported participants19

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$64.2K total assets

Net assets$64.2KLiabilities—

Contributions & income

Employer contributions$135.7K

Participant contributionsNot reported

Total income / additions$135.8K

Expenses & distributions

Benefits paid / distributions$96.7K

Total expenses$106.2K

Net increase / (decrease)$29.6K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Stockton market comparison

Largest plan share of assets100%Builders & Contractors Supp Unemployment Ins Plan

Participants per plan19Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Stockton

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

1
Builders & Contractors Supp Unemployment Ins Plan$64.2K
Tnt Tuckpointing & Building Restoration LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Stockton, IA?: 1 plan(s) reported by 1 sponsor(s) are loaded for Stockton, IA.