Plan5500

Beaver Dam, KY 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, Beaver Dam, KY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,360,494 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Beaver Dam

  • 4 loaded plans hold $6.4M in reported assets across 2 sponsors.
  • The largest, Young Manufacturing Company, Inc. 401k Plan, holds 85% of reported Beaver Dam plan assets.
  • Plans cover 752 participants — about 188 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$7.8MSummed across loaded plans-$7,815,131
Total reported assets$6.4M$6,360,494
Total reported participants752
Total reported liabilities$14.2M$14,175,625

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets-$7.8MLiabilities$14.2M
Contributions & income
Employer contributions$3M
Participant contributions$248K
Total income / additions-$11.8M
Expenses & distributions
Benefits paid / distributions$458.6K
Total expenses$717.1K
Net increase / (decrease)-$12.5M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beaver Dam, KY 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

Beaver Dam market comparison

Largest plan share of assets85%Young Manufacturing Company, Inc. 401k Plan
Participants per plan188Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Beaver Dam

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

  1. 1
    Young Manufacturing Company, Inc. 401k Plan$5.4M
    Young Manufacturing Company, Inc. · 2023
  2. 2
    Young Manufacturing Company, Inc. Employee Stock Ownership Plan$930K
    Young Manufacturing Company, Inc. · 2023
  3. 3
    Daicel Safety Systems Americas, Inc. Employee Benefits Plannot reported in the loaded dataset
    Daicel Safety Systems Americas, Inc. · 2023
  4. 4
    Young Manufacturing Employees Benefit Plannot reported in the loaded dataset
    Young Manufacturing Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Beaver Dam, KY?
4 plan(s) reported by 2 sponsor(s) are loaded for Beaver Dam, KY.

Related Form 5500 pages