Plan5500

Caledonia, 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, Caledonia, MN has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,502,968 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Caledonia

  • 2 loaded plans hold $10.5M in reported assets across 1 sponsors.
  • The largest, Caledonia Haulers, Inc. Profit Sharing Plan, holds 100% of reported Caledonia plan assets.
  • Plans cover 586 participants — about 293 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,502,968
Total reported assets$10.5M$10,502,968
Total reported participants586
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.5MLiabilities$0
Contributions & income
Employer contributions$179.1K
Participant contributions$731K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$854K
Total expenses$865.4K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Caledonia market comparison

Largest plan share of assets100%Caledonia Haulers, Inc. Profit Sharing Plan
Participants per plan293Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Caledonia

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

  1. 1
    Caledonia Haulers, Inc. Profit Sharing Plan$10.5M
    Caledonia Haulers, Inc. · 2023
  2. 2
    Caledonia Haulers Comprehensive Health And Welfare Benefits Plannot reported in the loaded dataset
    Caledonia Haulers, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Caledonia, MN?
2 plan(s) reported by 1 sponsor(s) are loaded for Caledonia, MN.

Related Form 5500 pages