Plan5500

Farmington, 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, Farmington, MN has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $77,388,766 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023

What stands out in Farmington

  • 8 loaded plans hold $77.4M in reported assets across 5 sponsors.
  • The largest, Dakota Electric Association Employee 401(K) Plan, holds 86% of reported Farmington plan assets.
  • Plans cover 1,294 participants — about 162 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$77.4MSummed across loaded plans$77,388,766
Total reported assets$77.4M$77,388,766
Total reported participants1.3K1,294
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$77.4M total assets
Net assets$77.4MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$3.1M
Total income / additions$16.5M
Expenses & distributions
Benefits paid / distributions$10.8M
Total expenses$10.9M
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation2 / 8 (25%)

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

Farmington market comparison

Largest plan share of assets86%Dakota Electric Association Employee 401(K) Plan
Participants per plan162Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Farmington

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

  1. 1
    Dakota Electric Association Employee 401(K) Plan$66.3M
    Dakota Electric Association · 2023
  2. 2
    Installed Building Solutions Ii, LLC 401(K) Profit$9.4M
    Installed Building Solutions Ii,LLC · 2023
  3. 3
    Auszi Retirement Plan$1.1M
    Auszi, Inc · 2023
  4. 4
    C.P.H. Investment Co. 401(K) Plan$374.5K
    C.P.H. Investment Co. · 2023
  5. 5
    D&P Brink Incorporated 401(K) Profit Sharing Plan$197.5K
    D&P Brink Incorporated · 2023
  6. 6
    Dakota Electric Association Welfare Benefit Plannot reported in the loaded dataset
    Dakota Electric Association · 2023
  7. 7
    Installed Building Solutions Ii, LLC Benefits Plannot reported in the loaded dataset
    Installed Building Solutions Ii, LLC · 2023
  8. 8
    Installed Building Solutions Ii, LLC Hmo Plannot reported in the loaded dataset
    Installed Building Solutions Ii, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Farmington, MN?
8 plan(s) reported by 5 sponsor(s) are loaded for Farmington, MN.

Related Form 5500 pages