Plan5500

Rexburg, ID 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, Rexburg, ID has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $28,348,309 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
8
Latest filing year
2023

What stands out in Rexburg

  • 9 loaded plans hold $28.3M in reported assets across 8 sponsors.
  • The largest, Premier Performance, LLC 401(K) Plan, holds 23% of reported Rexburg plan assets.
  • Plans cover 1,072 participants — about 119 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.3MSummed across loaded plans$28,348,309
Total reported assets$28.3M$28,348,309
Total reported participants1.1K1,072
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.3M total assets
Net assets$28.3MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$1.1M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation1 / 9 (11%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rexburg, ID 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

Rexburg market comparison

Largest plan share of assets23%Premier Performance, LLC 401(K) Plan
Participants per plan119Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Rexburg

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

  1. 1
    Premier Performance, LLC 401(K) Plan$6.6M
    Premier Performance, LLC · 2023
  2. 2
    Walters/Valley Ready Mix P/S Plan$6.4M
    Walters Ready Mix Concrete, Inc · 2023
  3. 3
    Madison Anesthesia Services, P.A. Profit Sharing Plan$5.7M
    Madison Anesthesia Services, P.A. · 2023
  4. 4
    Madison Women'S Clinic Profit Sharing Plan$5.1M
    Madison Women'S Clinic, Pllc · 2023
  5. 5
    Brian W. Christensen, M.D., Profit Sharing Plan$2.5M
    Brian W. Christensen, M.D., P.A. · 2023
  6. 6
    Golden Arches Safe Harbor 401(K) Plan$1.8M
    T & K LLC · 2023
  7. 7
    Breck H. Barton & Associates, P.A., Profit Sharing Plan$308.5K
    Breck H. Barton & Associates, P.A. · 2023
  8. 8
    Dick Smith Farms, Inc., Profit Sharing Plan$38K
    Richard Smith Farms, Inc. · 2023
  9. 9
    Premier Performance, LLC Group Insurance Plannot reported in the loaded dataset
    Premier Performance, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rexburg, ID?
9 plan(s) reported by 8 sponsor(s) are loaded for Rexburg, ID.

Related Form 5500 pages