Buffalo, 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, Buffalo, MN has 18 loaded benefit plan(s) reported by 14 plan sponsor(s), with $85,657,874 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$85,657,874
Total reported liabilities (EOY)
$14,325
Total reported net assets (EOY)
$85,643,549

Contributions & income

Employer contributions
$2,090,784
Participant contributions
$4,234,846
Total income / additions
$20,452,294

Expenses & distributions

Benefits paid / distributions
$8,565,479
Total expenses
$8,760,715
Net increase / (decrease)
$11,691,579

Coverage

Total reported participants
2,436
Plans with financial statements
10
Plans with provider compensation
4

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

Largest loaded plans in Buffalo, MN
PlanSponsorReported assets (EOY)Year
Stellis Health, P.A. 401(K) Profit Sharing PlanStellis Health, P.A.$37,885,2692023
Centra Sota Cooperative 401(K) PlanCentra Sota Cooperative$18,508,7962023
Creekside Companies, Inc. 401(K) PlanCreekside Companies, Inc.$13,022,3472023
Arise Industrial Manufacturing 401(K) PlanArise Industrial Manufacturing$8,574,1722023
Dental Care Associates 401(K)/Profit Sharing PlanDental Care Associates Of Buffalo, P.A.$5,513,5942023
Wjva Inc. 401(K) PlanWjva Inc.$2,053,3022023
Linderholm Tools Retirement PlanLinderholm Tools, Inc.$80,5012023
Sm 401kGustafson Sign Man, Inc.$19,3422023
Trogstad Holdings, Inc. 401(K) Profit Sharing PlanTrogstad Holdings, Inc.$5512023
Sweeney Consulting, Inc 401(K) PlanSweeney Consulting, Inc$02023
Adara Home Health, Inc. LifeAdara Home Health, Inc.not reported in the loaded dataset2023
Adara Home Health, Inc. DentalAdara Home Health, Inc.not reported in the loaded dataset2023
Ame Community Services, IncAme Community Services, Incnot reported in the loaded dataset2023
Stellis Health, P.A. Group Benefits Wrap PlanStellis Health, P.A.not reported in the loaded dataset2023
Whirltronics, Inc. Dental PlanWhirltronics, Inc.not reported in the loaded dataset2023
The Marketplace Health Care PlanMarohns Annandale Marketplace, Inc.not reported in the loaded dataset2023
Whirltronics, Inc. Life And Disability PlansWhirltronics, Inc.not reported in the loaded dataset2023
Adara Home Health, Inc. Medical PlanAdara Home Health, Inc.not reported in the loaded dataset2023

Related Form 5500 pages