Plan5500

Lakefield, 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, Lakefield, MN has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $14,770,212 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
1
Latest filing year
2023

What stands out in Lakefield

  • 2 loaded plans hold $14.8M in reported assets across 1 sponsors.
  • The largest, Hussong Manufacturing Co. Inc. 401k Profit-Sharing Plan, holds 100% of reported Lakefield plan assets.
  • Plans cover 348 participants — about 174 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$14.8MSummed across loaded plans$14,770,212
Total reported assets$14.8M$14,770,212
Total reported participants348
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.8M total assets
Net assets$14.8MLiabilities$0
Contributions & income
Employer contributions$365.9K
Participant contributions$579.6K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Lakefield market comparison

Largest plan share of assets100%Hussong Manufacturing Co. Inc. 401k Profit-Sharing Plan
Participants per plan174Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lakefield

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

  1. 1
    Hussong Manufacturing Co. Inc. 401k Profit-Sharing Plan$14.8M
    Hussong Manufacturing Company Inc. · 2023
  2. 2
    Hussong Manufacturing Company Inc. Employee Welfare Benefit Plannot reported in the loaded dataset
    Hussong Manufacturing Company Inc. Dba Kozy Heat Fireplaces · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lakefield, MN?
2 plan(s) reported by 1 sponsor(s) are loaded for Lakefield, MN.

Related Form 5500 pages