Annandale, 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, Annandale, MN has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $93,347,697 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $93,347,697
- Total reported liabilities (EOY)
- $6,185,815
- Total reported net assets (EOY)
- $87,161,882
Contributions & income
- Employer contributions
- $2,723,782
- Participant contributions
- $1,297,414
- Total income / additions
- $32,170,398
Expenses & distributions
- Benefits paid / distributions
- $7,498,294
- Total expenses
- $7,705,397
- Net increase / (decrease)
- $24,465,001
Coverage
- Total reported participants
- 970
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Annandale, 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 |
|---|---|---|---|
| Malco Products Sbc Employee Stock Ownership Plan | Malco Products Sbc | $67,896,235 | 2023 |
| Malco Products Sbc Profit Sharing, Savings And Retirement Plan | Malco Products, Sbc | $21,494,116 | 2023 |
| The Marketplace Employee Retirement Plan | Annandale Marketplace Inc. | $3,957,346 | 2023 |
| Malco Products, Sbc Flexcomp Program | Malco Products, Sbc | not reported in the loaded dataset | 2023 |
Largest plans in Annandale → · Annandale plans by participants → · Annandale plans with financial data → · Annandale plans with provider compensation → · $1B+ plans in Annandale →
Related Form 5500 pages
- All MN Form 5500 filings
- Malco Products Sbc Employee Stock Ownership Plan (plan 003)
- Malco Products Sbc — all reported plans
- Malco Products Sbc Profit Sharing, Savings And Retirement Plan (plan 002)
- The Marketplace Employee Retirement Plan (plan 001)
- Annandale Marketplace Inc. — all reported plans
- Malco Products, Sbc Flexcomp Program (plan 510)
- Methodology
- Data sources