Plan5500

Bemidji, 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, Bemidji, MN has 23 loaded benefit plan(s) reported by 13 plan sponsor(s), with $154,442,365 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
13
Latest filing year
2023

What stands out in Bemidji

  • 23 loaded plans hold $154.4M in reported assets across 13 sponsors.
  • The largest, First National Bank Of Bemidji Employee Stock Ownership Plan And Trust, holds 19% of reported Bemidji plan assets.
  • Plans cover 3,086 participants — about 134 per plan.
  • 61% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$143.5MSummed across loaded plans$143,495,192
Total reported assets$154.4M$154,442,365
Total reported participants3.1K3,086
Total reported liabilities$10.9M$10,947,173

Reported net position

Reported assets = net assets + liabilities (summed)$154.4M total assets
Net assets$143.5MLiabilities$10.9M
Contributions & income
Employer contributions$4.9M
Participant contributions$2.9M
Total income / additions$23M
Expenses & distributions
Benefits paid / distributions$8.2M
Total expenses$8.8M
Net increase / (decrease)$14.2M

Data coverage

Plans with financial statements14 / 23 (61%)
Plans with provider compensation5 / 23 (22%)

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

Bemidji market comparison

Largest plan share of assets19%First National Bank Of Bemidji Employee Stock Ownership Plan And Trust
Participants per plan134Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Bemidji

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

  1. 1
    First National Bank Of Bemidji Employee Stock Ownership Plan And Trust$29.8M
    First National Bank Of Bemidji · 2023
  2. 2
    Lueken'S Food Stores Employee Stock Ownership Plan$24.9M
    Lueken'S Food Stores, Inc. · 2023
  3. 3
    Nei Bottling, Inc. Employees' Profit Sharing & 401k Plan$23M
    Nei Bottling, Inc. · 2023
  4. 4
    Riverwood Bank Retirement Plan$12.9M
    Riverwood Bank · 2023
  5. 5
    North Country Business Products Associate Stock Ownership Plan$12.9M
    North Country Business Products, Inc. · 2023
  6. 6
    North Country Business Products 401(K) Plan$12.2M
    North Country Business Products, Inc. · 2023
  7. 7
    Bemidji Aviation Services, Inc. Esop.$11.2M
    Bemidji Aviation Services, Inc. · 2023
  8. 8
    Jnd Holdings, Inc. 401(K) Profit Sharing Plan$11.2M
    Jnd Holdings, Inc. · 2023
  9. 9
    403(B) Thrift Plan For Employees Of Bi-County Community Action Programs, Inc.$6M
    Bi-County Community Action Programs · 2023
  10. 10
    Bemidji Dental Clinic 401(K) Plan$3.7M
    Bemidji Dental Clinic · 2023
  11. 11
    Bemidji Aviation Services Inc. 401k Plan$3.5M
    Bemidji Aviation Services Inc. · 2023
  12. 12
    Riverwood Bank Employee Stock Ownership Plan$2.5M
    Riverwood Bank · 2023
  13. 13
    Con'S Masonry, Inc. Profit Sharing Plan$654K
    Cons Masonry, Inc. · 2023
  14. 14
    Jszim Inc. 401k Profit Sharing Plan$13.8K
    Jszim Inc. · 2023
  15. 15
    Luekens Foods, Inc. - Accident & Critical Illnessnot reported in the loaded dataset
    Luekens Foods Inc · 2023
  16. 16
    Bi-County Community Action Programs Inc-Group Term Life Ins, Ad&D, And Short Term Disability Insnot reported in the loaded dataset
    Bi-County Community Action Programs Inc · 2023
  17. 17
    North Country Business - Group Health Plansnot reported in the loaded dataset
    North Country Business Products Inc · 2023
  18. 18
    Luekens Foods, Inc. - Life Insurance And Ad&D Plannot reported in the loaded dataset
    Luekens Foods Inc · 2023
  19. 19
    Riverwood Bank Base Life & Ad&D Plannot reported in the loaded dataset
    Riverwood Bank · 2023
  20. 20
    North Central Service, Inc. Voluntary Dental Insurancenot reported in the loaded dataset
    North Central Service Inc · 2023
  21. 21
    Johanneson'S Inc. Health And Supplemental Plannot reported in the loaded dataset
    Jnd Holdings, Inc. · 2023
  22. 22
    Johanneson'S Inc. Life And Ad&Dnot reported in the loaded dataset
    Jnd Holdings, Inc. · 2023
  23. 23
    Johanneson'S Inc. Vision Plannot reported in the loaded dataset
    Jnd Holdings, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bemidji, MN?
23 plan(s) reported by 13 sponsor(s) are loaded for Bemidji, MN.

Related Form 5500 pages