Plan5500

Webster City, 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, Webster City, IA has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $68,857,096 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

What stands out in Webster City

  • 9 loaded plans hold $68.9M in reported assets across 6 sponsors.
  • The largest, Van Diest Supply Co 401(K) Retirement Plan, holds 73% of reported Webster City plan assets.
  • Plans cover 2,515 participants — about 279 per plan.
  • 44% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$67.9MSummed across loaded plans$67,878,947
Total reported assets$68.9M$68,857,096
Total reported participants2.5K2,515
Total reported liabilities$978.1K$978,149

Reported net position

Reported assets = net assets + liabilities (summed)$68.9M total assets
Net assets$67.9MLiabilities$978.1K
Contributions & income
Employer contributions$1.3M
Participant contributions$3.5M
Total income / additions$14M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$4.1M
Net increase / (decrease)$9.9M

Data coverage

Plans with financial statements4 / 9 (44%)
Plans with provider compensation2 / 9 (22%)

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

Webster City market comparison

Largest plan share of assets73%Van Diest Supply Co 401(K) Retirement Plan
Participants per plan279Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Webster City

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

  1. 1
    Van Diest Supply Co 401(K) Retirement Plan$50.4M
    Van Diest Supply Co · 2023
  2. 2
    Bank Employees Savings Plan$17.2M
    Van Diest Investment Company · 2023
  3. 3
    Wcf Financial Bank Employee Stock Ownership Plan$1.1M
    Wcf Financial Bank · 2023
  4. 4
    Knox Ventures Retirement Plan$109.9K
    Knox Ventures Inc. · 2023
  5. 5
    Webster City Custom Meats Inc Employee Welfare Benefits Plannot reported in the loaded dataset
    Webster City Custom Meats, Inc. · 2023
  6. 6
    Van Diest Supply Co. Hospital/Medical-Surgicalnot reported in the loaded dataset
    Van Diest Supply Company · 2023
  7. 7
    First State Bank Group Term Life Insurance Plannot reported in the loaded dataset
    First State Bank · 2023
  8. 8
    Van Diest Supply Co. Life Insurance Plannot reported in the loaded dataset
    Van Diest Supply Company · 2023
  9. 9
    Van Diest Supply Company Dental Plannot reported in the loaded dataset
    Van Diest Supply Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Webster City, IA?
9 plan(s) reported by 6 sponsor(s) are loaded for Webster City, IA.

Related Form 5500 pages