Plan5500

Storm Lake, 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, Storm Lake, IA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,733,693 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
5
Latest filing year
2023

What stands out in Storm Lake

  • 5 loaded plans hold $33.7M in reported assets across 5 sponsors.
  • The largest, Central Bank 401(K) Profit Sharing Plan, holds 86% of reported Storm Lake plan assets.
  • Plans cover 982 participants — about 196 per plan.
  • 60% 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$33.7MSummed across loaded plans$33,733,693
Total reported assets$33.7M$33,733,693
Total reported participants982
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.7M total assets
Net assets$33.7MLiabilities$0
Contributions & income
Employer contributions$731.9K
Participant contributions$2.6M
Total income / additions$8.5M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$6.4M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Storm Lake market comparison

Largest plan share of assets86%Central Bank 401(K) Profit Sharing Plan
Participants per plan196Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Storm Lake

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

  1. 1
    Central Bank 401(K) Profit Sharing Plan$28.9M
    Commercial Financial Corp · 2023
  2. 2
    Methodist Manor Retirement Community 403(B) Plan$3.8M
    Methodist Manor Retirement Community · 2023
  3. 3
    Hamilton Law Firm Pc Profit Sharing Plan And Trust$971K
    Hamilton Law Firm · 2023
  4. 4
    Buena Vista University Employee Benefit Plannot reported in the loaded dataset
    Buena Vista University · 2023
  5. 5
    Meridian Manufacturing, Inc. Cafeteria Plannot reported in the loaded dataset
    Meridian Manufacturing, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages