Plan5500

Belle Plaine, 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, Belle Plaine, MN has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $130,825,662 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
3
Latest filing year
2023

What stands out in Belle Plaine

  • 5 loaded plans hold $130.8M in reported assets across 3 sponsors.
  • The largest, Cambria Holdings 401(K) Profit Sharing Plan, holds 100% of reported Belle Plaine plan assets.
  • Plans cover 4,795 participants — about 959 per plan.
  • 20% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$130.7MSummed across loaded plans$130,702,340
Total reported assets$130.8M$130,825,662
Total reported participants4.8K4,795
Total reported liabilities$123.3K$123,322

Reported net position

Reported assets = net assets + liabilities (summed)$130.8M total assets
Net assets$130.7MLiabilities$123.3K
Contributions & income
Employer contributions$4M
Participant contributions$8.2M
Total income / additions$34.9M
Expenses & distributions
Benefits paid / distributions$17.3M
Total expenses$17.4M
Net increase / (decrease)$17.5M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belle Plaine, 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

Belle Plaine market comparison

Largest plan share of assets100%Cambria Holdings 401(K) Profit Sharing Plan
Participants per plan959Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Belle Plaine

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

  1. 1
    Cambria Holdings 401(K) Profit Sharing Plan$130.8M
    Cambria Company LLC · 2023
  2. 2
    The Lutheran Home Association Group Dental Plannot reported in the loaded dataset
    The Lutheran Home Association · 2023
  3. 3
    The Lutheran Home Association Vision Benefits Plannot reported in the loaded dataset
    The Lutheran Home Association · 2023
  4. 4
    Edvisions Cooperative Benefit Plannot reported in the loaded dataset
    Edvisions Cooperative, Inc. · 2023
  5. 5
    Cambria Holdings Inc Employee Welfare Benefit Plannot reported in the loaded dataset
    Cambria Holdings Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Belle Plaine, MN?
5 plan(s) reported by 3 sponsor(s) are loaded for Belle Plaine, MN.

Related Form 5500 pages