Plan5500

Deerwood, 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, Deerwood, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $13,320,166 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 Deerwood

  • 2 loaded plans hold $13.3M in reported assets across 2 sponsors.
  • The largest, Wrg 401(K) Plan & Trust, holds 93% of reported Deerwood plan assets.
  • Plans cover 159 participants — about 80 per plan.
  • 100% 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$13.3MSummed across loaded plans$13,316,784
Total reported assets$13.3M$13,320,166
Total reported participants159
Total reported liabilities$3.4K$3,382

Reported net position

Reported assets = net assets + liabilities (summed)$13.3M total assets
Net assets$13.3MLiabilities$3.4K
Contributions & income
Employer contributions$281.5K
Participant contributions$766.1K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Deerwood market comparison

Largest plan share of assets93%Wrg 401(K) Plan & Trust
Participants per plan80Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Deerwood

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

  1. 1
    Wrg 401(K) Plan & Trust$12.4M
    Water Resources Group, Inc. · 2023
  2. 2
    Wbr Inc. Profit Sharing Plan$965.4K
    Wbr Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages