Waverly, 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, Waverly, IA has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $89,069,590 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $89,069,590
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $89,165,004
Contributions & income
- Employer contributions
- $1,576,767
- Participant contributions
- $4,196,552
- Total income / additions
- $19,911,664
Expenses & distributions
- Benefits paid / distributions
- $10,928,539
- Total expenses
- $11,154,629
- Net increase / (decrease)
- $8,757,035
Coverage
- Total reported participants
- 2,483
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waverly, 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 |
|---|---|---|---|
| Doerfer Corporation 401(K) Profit Sharing Plan & Trust | Doerfer Corporation | $36,133,214 | 2023 |
| First Of Waverly Employee Stock Ownership And Savings Plan & Trust Agreement | First Of Waverly Corporation | $17,996,610 | 2023 |
| United Equipment Accessories, Inc. Profit Sharing Plan | United Equipment Accessories, Inc. | $13,334,376 | 2023 |
| Gmt Corporation 401(K) Profit Sharing Plan | Gmt LLC | $12,550,813 | 2023 |
| Bartels Lutheran Home Retirement Community 401(K) Plan | Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm | $4,577,641 | 2023 |
| Boveia Law Office Profit Sharing Plan | Gary J Boveia | $3,169,414 | 2023 |
| Barber Ventures, Inc. 401(K) Plan | Barber Ventures, Inc. | $1,062,331 | 2023 |
| The James V Trask Pension Plan | James V Trask | $245,191 | 2023 |
| Bartels Lutheran Home Welfare Benefits Plan | Bartels Lutheran Home | $0 | 2023 |
| Doerfer Corporation Group Insurance Plan | Doerfer Corporation | not reported in the loaded dataset | 2023 |
| Wartburg College Flexible Benefit Plan | Wartburg College | not reported in the loaded dataset | 2023 |
| United Equipment Accessories, Inc. Life And Disability Plan | United Equipment Accessories, Inc. | not reported in the loaded dataset | 2023 |
| United Equipment Accessories, Inc. Health & Welfare Benefits Plan | United Equipment Accessories, Inc. | not reported in the loaded dataset | 2023 |
| Accel Holdings, Inc. Benefit Plan | Accel Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Gmt Wrap Document | Gmt LLC | not reported in the loaded dataset | 2023 |
Largest plans in Waverly → · Waverly plans by participants → · Waverly plans with financial data → · Waverly plans with provider compensation → · $1B+ plans in Waverly →
Related Form 5500 pages
- All IA Form 5500 filings
- Doerfer Corporation 401(K) Profit Sharing Plan & Trust (plan 002)
- Doerfer Corporation — all reported plans
- First Of Waverly Employee Stock Ownership And Savings Plan & Trust Agreement (plan 001)
- First Of Waverly Corporation — all reported plans
- United Equipment Accessories, Inc. Profit Sharing Plan (plan 001)
- United Equipment Accessories, Inc. — all reported plans
- Gmt Corporation 401(K) Profit Sharing Plan (plan 001)
- Gmt LLC — all reported plans
- Bartels Lutheran Home Retirement Community 401(K) Plan (plan 002)
- Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm — all reported plans
- Boveia Law Office Profit Sharing Plan (plan 002)
- Gary J Boveia — all reported plans
- Barber Ventures, Inc. 401(K) Plan (plan 001)
- Barber Ventures, Inc. — all reported plans
- The James V Trask Pension Plan (plan 001)
- James V Trask — all reported plans
- Bartels Lutheran Home Welfare Benefits Plan (plan 502)
- Doerfer Corporation Group Insurance Plan (plan 501)
- Wartburg College Flexible Benefit Plan (plan 501)
- Wartburg College — all reported plans
- United Equipment Accessories, Inc. Life And Disability Plan (plan 501)
- United Equipment Accessories, Inc. Health & Welfare Benefits Plan (plan 502)
- Accel Holdings, Inc. Benefit Plan (plan 501)
- Accel Holdings, Inc. — all reported plans
- Gmt Wrap Document (plan 508)
- Methodology
- Data sources