Plan5500

Ham Lake, 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, Ham Lake, MN has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $10,811,027 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
5
Latest filing year
2023

What stands out in Ham Lake

  • 6 loaded plans hold $10.8M in reported assets across 5 sponsors.
  • The largest, Air Mechanical, Inc. 401(K) & Profit Sharing Plan, holds 50% of reported Ham Lake plan assets.
  • Plans cover 365 participants — about 61 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.8MSummed across loaded plans$10,811,027
Total reported assets$10.8M$10,811,027
Total reported participants365
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.8M total assets
Net assets$10.8MLiabilities$0
Contributions & income
Employer contributions$191.9K
Participant contributions$636.9K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$544.4K
Total expenses$642.4K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Ham Lake market comparison

Largest plan share of assets50%Air Mechanical, Inc. 401(K) & Profit Sharing Plan
Participants per plan61Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Ham Lake

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

  1. 1
    Air Mechanical, Inc. 401(K) & Profit Sharing Plan$5.4M
    Air Mechanical, Inc. · 2023
  2. 2
    La Machine Shop, Inc. Profit Sharing/401(K) Plan$5.1M
    La Machine Shop, Inc. · 2023
  3. 3
    Brauer Fitness Developments Inc. Retirement Plan$186.8K
    Brauer Fitness Developments Inc. · 2023
  4. 4
    Viron Holding Company 401(K) Plan$155.8K
    Viron Holding Company · 2023
  5. 5
    Jewell Fitness, Inc. 401(K) Plan$0
    Jewell Fitness, Inc. · 2023
  6. 6
    Air Mechanical Inc. Group Health And Welfare Benefitsnot reported in the loaded dataset
    Air Mechanical Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages