Apple Valley, 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, Apple Valley, MN has 17 loaded benefit plan(s) reported by 14 plan sponsor(s), with $227,058,621 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 14
- Latest filing year
- 2023
What stands out in Apple Valley
- 17 loaded plans hold $227.1M in reported assets across 14 sponsors.
- The largest, Wings Financial Credit Union Retirement Savings Plan, holds 41% of reported Apple Valley plan assets.
- Plans cover 5,360 participants — about 315 per plan.
- 71% of loaded plans report full Schedule H/I financial statements.
- 29% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Apple Valley, 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.
Apple Valley market comparison
Largest loaded plans in Apple Valley
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5Sparky Management Co. Lllp Malecha · 2023
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13Valley Apple Ford, Inc Health And Benefit Plannot reported in the loaded datasetValley Apple Ford, Inc · 2023
- 14
- 15
- 16
- 17Wings Financial Credit Union Welfare Benefits Plannot reported in the loaded datasetWings Financial Credit Union · 2023
Largest plans in Apple Valley → · Apple Valley plans by participants → · Apple Valley plans with financial data → · Apple Valley plans with provider compensation → · $1B+ plans in Apple Valley →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Apple Valley, MN?
- 17 plan(s) reported by 14 sponsor(s) are loaded for Apple Valley, MN.
Related Form 5500 pages
- All MN Form 5500 filings
- Wings Financial Credit Union Retirement Savings Plan (plan 001)
- Wings Financial Credit Union — all reported plans
- Uponor North America Retirement Savings And Investment Plan (plan 001)
- Uponor North America, Inc. — all reported plans
- Apple Valley Ford Retirement Savings Plan (plan 002)
- Apple Valley Ford, Inc. — all reported plans
- Valley Sales, Inc. Retirement Plan (plan 001)
- Valley Sales, Inc. — all reported plans
- Sparky Management Co. Lllp Profit Sharing Plan And Trust (plan 001)
- Sparky Management Co. Lllp Malecha — all reported plans
- Henry W Anderson Mortuary Profit Sharing Plan (plan 001)
- Henry W. Anderson Mortuary Inc — all reported plans
- Bisek Family Enterprises Inc. Retirement Plan (plan 001)
- Bisek Family Enterprises Inc. — all reported plans
- 10,000 Licks Bakery, Inc. Retirement Plan (plan 001)
- 10,000 Licks Bakery, Inc. — all reported plans
- King Manufacturer Sales Rep Retirement Plan (plan 001)
- King Manufacturer Sales Rep, Inc. — all reported plans
- The Good Life Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- The Good Life Company, Inc. — all reported plans
- Mike Accurso Enterprises, Inc. Profit Sharing Plan (plan 001)
- Mike Accurso Enterprises, Inc. — all reported plans
- South Coast Family Fun Center Retirement Plan (plan 001)
- South Coast Family Fun Center, Inc. — all reported plans
- Valley Apple Ford, Inc Health And Benefit Plan (plan 505)
- Valley Sales Group Welfare Benefits Plan (plan 514)
- Avr, LLC Employee Long Term Disability Plan (plan 501)
- Avr, LLC — all reported plans
- Methodology
- Data sources