Plan5500

West Des Moine, 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 Des Moine, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,868,633 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 Des Moine

  • 1 loaded plans hold $9.9M in reported assets across 1 sponsors.
  • The largest, Retiremint Pep, holds 100% of reported West Des Moine plan assets.
  • Plans cover 499 participants — about 499 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$9.9MSummed across loaded plans$9,868,633
Total reported assets$9.9M$9,868,633
Total reported participants499
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.9M total assets
Net assets$9.9MLiabilities—
Contributions & income
Employer contributions$170.2K
Participant contributions$279.3K
Total income / additions$680K
Expenses & distributions
Benefits paid / distributions$24.5K
Total expenses$24.7K
Net increase / (decrease)$655.3K

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 Des Moine, 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 Des Moine market comparison

Largest plan share of assets100%Retiremint Pep
Participants per plan499Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in West Des Moine

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

  1. 1
    Retiremint Pep$9.9M
    The Finway Group, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages