Plan5500

West Branch, 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 Branch, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $83,398,152 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in West Branch

  • 3 loaded plans hold $83.4M in reported assets across 2 sponsors.
  • The largest, Diagnostic Imaging Associates, P.C. 401(K) Profit Sharing Plan, holds 52% of reported West Branch plan assets.
  • Plans cover 42 participants — about 14 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$83.4MSummed across loaded plans$83,398,152
Total reported assets$83.4M$83,398,152
Total reported participants42
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$83.4M total assets
Net assets$83.4MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$504.9K
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$499.2K
Total expenses$565.7K
Net increase / (decrease)$7.4M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Branch, 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 Branch market comparison

Largest plan share of assets52%Diagnostic Imaging Associates, P.C. 401(K) Profit Sharing Plan
Participants per plan14Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in West Branch

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

  1. 1
    Diagnostic Imaging Associates, P.C. 401(K) Profit Sharing Plan$43.4M
    Diagnostic Imaging Associates, P.C. · 2023
  2. 2
    Mad Tim Enterprises, Inc. 401(K) Plan$30M
    Mad Tim Enterprises, Inc. · 2023
  3. 3
    Diagnostic Imaging Associates, P.C. Cash Balance Pension Plan$10M
    Diagnostic Imaging Associates, P.C. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Branch, IA?
3 plan(s) reported by 2 sponsor(s) are loaded for West Branch, IA.

Related Form 5500 pages