Plan5500

Chisholm, 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, Chisholm, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,606,499 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
2
Latest filing year
2023

What stands out in Chisholm

  • 2 loaded plans hold $10.6M in reported assets across 2 sponsors.
  • The largest, Northern Habilitative Services Employee Stock Ownership Plan, holds 100% of reported Chisholm plan assets.
  • Plans cover 423 participants — about 212 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,525,043
Total reported assets$10.6M$10,606,499
Total reported participants423
Total reported liabilities$81.5K$81,456

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$10.5MLiabilities$81.5K
Contributions & income
Employer contributions$186.5K
Participant contributionsNot reported
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$71.2K
Total expenses$73.4K
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Chisholm market comparison

Largest plan share of assets100%Northern Habilitative Services Employee Stock Ownership Plan
Participants per plan212Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Chisholm

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

  1. 1
    Northern Habilitative Services Employee Stock Ownership Plan$10.6M
    Northern Habilitative Services, Inc. Of Chisholm · 2023
  2. 2
    Nhs Northstar Erisa Wrap Plannot reported in the loaded dataset
    Nhs Northstar, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages