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

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

West Bend, 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, West Bend, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,667,026 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 West Bend

1 loaded plans hold $6.7M in reported assets across 1 sponsors.
The largest, Country Maid Employee Stock Ownership Plan, holds 100% of reported West Bend plan assets.
Plans cover 69 participants — about 69 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$4.1MSummed across loaded plans$4,062,341

Total reported assets$6.7M$6,667,026

Total reported participants69

Total reported liabilities$2.6M$2,604,685

Reported net position

Reported assets = net assets + liabilities (summed)$6.7M total assets

Net assets$4.1MLiabilities$2.6M

Contributions & income

Employer contributions$633.7K

Participant contributions$0

Total income / additions-$4.4M

Expenses & distributions

Benefits paid / distributions$941.2K

Total expenses$1M

Net increase / (decrease)-$5.4M

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 West Bend, 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

West Bend market comparison

Largest plan share of assets100%Country Maid Employee Stock Ownership Plan

Participants per plan69Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in West Bend

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

1
Country Maid Employee Stock Ownership Plan$6.7M
Country Maid, Inc. · 2023

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

What to inspect next

Frequently asked questions

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