Plan5500

Dellwood, 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, Dellwood, MN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,114,648 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Dellwood

  • 3 loaded plans hold $2.1M in reported assets across 3 sponsors.
  • The largest, Bak Ventures Retirement Plan, holds 68% of reported Dellwood plan assets.
  • Plans cover 10 participants — about 3 per plan.
  • 100% 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$2.1MSummed across loaded plans$2,114,648
Total reported assets$2.1M$2,114,648
Total reported participants10
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities—
Contributions & income
Employer contributions$16.5K
Participant contributions$52K
Total income / additions$242.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$242.5K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Dellwood market comparison

Largest plan share of assets68%Bak Ventures Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Dellwood

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

  1. 1
    Bak Ventures Retirement Plan$1.4M
    Bak Ventures, Inc. · 2023
  2. 2
    Burr D Enterprises Retirement Plan$507.5K
    Burr D Enterprises Inc · 2023
  3. 3
    Zelch7 Senior Care Inc. Retirement Plan$166K
    Zelch7 Senior Care Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dellwood, MN?
3 plan(s) reported by 3 sponsor(s) are loaded for Dellwood, MN.

Related Form 5500 pages