Albert Lea, MN 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, Albert Lea, MN has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $160,721,483 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $160,721,483
- Total reported liabilities (EOY)
- $3,408,689
- Total reported net assets (EOY)
- $157,312,794
Contributions & income
- Employer contributions
- $1,874,075
- Participant contributions
- $3,673,643
- Total income / additions
- $28,497,084
Expenses & distributions
- Benefits paid / distributions
- $15,634,927
- Total expenses
- $15,972,506
- Net increase / (decrease)
- $12,524,578
Coverage
- Total reported participants
- 2,389
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albert Lea, MN 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Innovance, Inc. Employee Stock Ownership Plan And Trust | Innovance, Inc. | $54,820,265 | 2023 |
| Innovance, Inc. 401(K) Plan | Innovance, Inc. | $30,852,754 | 2023 |
| Mrs. Gerry'S Kitchen, LLC 401(K) Profit Sharing Retirement Plan | Mrs. Gerry'S Kitchen, LLC | $23,774,906 | 2023 |
| Lake Bank Shares, Inc. Employee Stock Ownership Plan | Lake Bank Shares, Inc. | $17,353,683 | 2023 |
| Dave Syverson Ford, Lincoln, Mercury, Inc. 401(K) Salary Savings And Retirement Plan | Dave Syverson Ford, Lincoln, Mercury, Inc. | $11,329,521 | 2023 |
| Crossroads Trailer Sales & Service, Inc. 401(K) Employee Savings & | Crossroads Trailer Sales & Service, Inc. | $10,440,659 | 2023 |
| Sar Manufacturing, Inc. Retirement Plan | Sar Manufacturing, Inc. | $9,459,669 | 2023 |
| Minnesota Freezer Warehouse 401(K) Plan | Minnesota Freezer Warehouse Company | $1,631,105 | 2023 |
| Peterson Manufacturing Companies Inc. Retirement Plan | Peterson Manufacturing Companies Inc. | $1,058,921 | 2023 |
| Crossroads Trailer Sales & Service, Inc Health & Welfare Plan | Crossroads Trailer Sales & Service | not reported in the loaded dataset | 2023 |
| Mrs. Gerry'S Kitchen, Inc. Employee Benefit(S) Plan | Mrs. Gerry'S Kitchen, Inc. | not reported in the loaded dataset | 2023 |
| Innovance, Inc. Employee Benefit Plan | Innovance, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Albert Lea → · Albert Lea plans by participants → · Albert Lea plans with financial data → · Albert Lea plans with provider compensation → · $1B+ plans in Albert Lea →
Related Form 5500 pages
- All MN Form 5500 filings
- Innovance, Inc. Employee Stock Ownership Plan And Trust (plan 001)
- Innovance, Inc. — all reported plans
- Innovance, Inc. 401(K) Plan (plan 002)
- Mrs. Gerry'S Kitchen, LLC 401(K) Profit Sharing Retirement Plan (plan 001)
- Mrs. Gerry'S Kitchen, LLC — all reported plans
- Lake Bank Shares, Inc. Employee Stock Ownership Plan (plan 001)
- Lake Bank Shares, Inc. — all reported plans
- Dave Syverson Ford, Lincoln, Mercury, Inc. 401(K) Salary Savings And Retirement Plan (plan 001)
- Dave Syverson Ford, Lincoln, Mercury, Inc. — all reported plans
- Crossroads Trailer Sales & Service, Inc. 401(K) Employee Savings & (plan 001)
- Crossroads Trailer Sales & Service, Inc. — all reported plans
- Sar Manufacturing, Inc. Retirement Plan (plan 001)
- Sar Manufacturing, Inc. — all reported plans
- Minnesota Freezer Warehouse 401(K) Plan (plan 001)
- Minnesota Freezer Warehouse Company — all reported plans
- Peterson Manufacturing Companies Inc. Retirement Plan (plan 001)
- Peterson Manufacturing Companies Inc. — all reported plans
- Crossroads Trailer Sales & Service, Inc Health & Welfare Plan (plan 501)
- Mrs. Gerry'S Kitchen, Inc. Employee Benefit(S) Plan (plan 506)
- Innovance, Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources