Plan5500

Circle Pines, 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, Circle Pines, MN has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $21,254,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Circle Pines

  • 6 loaded plans hold $21.3M in reported assets across 4 sponsors.
  • The largest, Bermo, Inc. Profit Sharing Plan And Trust, holds 68% of reported Circle Pines plan assets.
  • Plans cover 1,303 participants — about 217 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$21.3MSummed across loaded plans$21,254,725
Total reported assets$21.3M$21,254,725
Total reported participants1.3K1,303
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.3M total assets
Net assets$21.3MLiabilities$0
Contributions & income
Employer contributions$168.3K
Participant contributions$1M
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation3 / 6 (50%)

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

Circle Pines market comparison

Largest plan share of assets68%Bermo, Inc. Profit Sharing Plan And Trust
Participants per plan217Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Circle Pines

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

  1. 1
    Bermo, Inc. Profit Sharing Plan And Trust$14.5M
    Bermo, Inc. · 2023
  2. 2
    Advanced Molding Technologies 401(K) Profit Sharing Plan & Trust$6.4M
    Advanced Molding Technologies · 2023
  3. 3
    Far East Imports, Inc. Profit Sharing Plan$316.1K
    Far East Imports, Inc. · 2023
  4. 4
    Arrowhead Wrap Plannot reported in the loaded dataset
    Arrowhead Engineered Products, Inc. · 2023
  5. 5
    Bermo Inc Employee Medical And Dental Benefit Plannot reported in the loaded dataset
    Bermo, Inc. · 2023
  6. 6
    Advanced Molding Technologies, LLC Comprehensive Health And Welfare Benefits Plannot reported in the loaded dataset
    Advanced Molding Technologies, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Circle Pines, MN?
6 plan(s) reported by 4 sponsor(s) are loaded for Circle Pines, MN.

Related Form 5500 pages