Plan5500

Albertville, 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, Albertville, MN has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $65,338,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Albertville

  • 5 loaded plans hold $65.3M in reported assets across 4 sponsors.
  • The largest, Long Haul Trucking, Inc. Employee Stock Ownership Plan And Trust, holds 84% of reported Albertville plan assets.
  • Plans cover 591 participants — about 118 per plan.
  • 60% 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$64.1MSummed across loaded plans$64,087,775
Total reported assets$65.3M$65,338,639
Total reported participants591
Total reported liabilities$1.3M$1,250,864

Reported net position

Reported assets = net assets + liabilities (summed)$65.3M total assets
Net assets$64.1MLiabilities$1.3M
Contributions & income
Employer contributions$1.4M
Participant contributions$556.9K
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albertville, 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.

Computed from loaded plans

Albertville market comparison

Largest plan share of assets84%Long Haul Trucking, Inc. Employee Stock Ownership Plan And Trust
Participants per plan118Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Albertville

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

  1. 1
    Long Haul Trucking, Inc. Employee Stock Ownership Plan And Trust$54.6M
    Daniels Holding Co., Inc. · 2023
  2. 2
    Mold-Tech, Inc. Savings And Retirement Plan$9.6M
    Mold-Tech, Inc. · 2023
  3. 3
    Revience Corporation Retirement Plan$1.2M
    Revience Corporation · 2023
  4. 4
    Long Haul Trucking, Inc Dentalnot reported in the loaded dataset
    Long Haul Trucking, Inc. · 2023
  5. 5
    Long Haul Trucking, Inc Medical Plannot reported in the loaded dataset
    Long Haul Trucking, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Albertville, MN?
5 plan(s) reported by 4 sponsor(s) are loaded for Albertville, MN.

Related Form 5500 pages