Mankato, 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, Mankato, MN has 57 loaded benefit plan(s) reported by 27 plan sponsor(s), with $1,177,180,125 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 57
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,177,180,125
- Total reported liabilities (EOY)
- $8,008,124
- Total reported net assets (EOY)
- $1,169,172,001
Contributions & income
- Employer contributions
- $24,799,719
- Participant contributions
- $34,056,376
- Total income / additions
- $234,457,096
Expenses & distributions
- Benefits paid / distributions
- $99,647,086
- Total expenses
- $101,773,082
- Net increase / (decrease)
- $132,684,014
Coverage
- Total reported participants
- 32,427
- Plans with financial statements
- 29
- Plans with provider compensation
- 23
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mankato, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mayo Clinic Health System 401(A) Plan | Mayo Clinic Health System - Mankato | $248,995,276 | 2023 |
| Mankato Clinic, Ltd. 401(K) Profit Sharing Plan | Mankato Clinic Ltd | $220,798,081 | 2023 |
| Bolton & Menk, Inc. 401(K) Plan | Bolton & Menk, Inc. | $130,619,681 | 2023 |
| I&S Group, Inc. Employee Stock Ownership Plan | I&S Group, Inc. | $77,373,685 | 2023 |
| Bolton & Menk, Inc. Employee Stock Ownership Plan | Bolton & Menk, Inc. | $60,240,124 | 2023 |
| Minnesota Elevator, Inc. Employee Stock Ownership Plan | Minnesota Elevator, Inc | $51,718,904 | 2023 |
| Ridley Usa Inc Salaried Retirement Plan | Ridley Usa Inc. | $46,710,595 | 2023 |
| The Orthopaedic And Fracture Clinic, P.A. Profit Sharing Plan | The Orthopaedic And Fracture Clinic, P.A. | $39,177,142 | 2023 |
| Minnesota Elevator, Inc. 401(K) Profit Sharing Plan | Minnesota Elevator, Inc. | $31,739,949 | 2023 |
| Isg 401(K) Plan | I & S Group, Inc. | $31,152,114 | 2023 |
| Abdo 401(K) Profit Sharing Plan | Abdo, Llp | $28,945,641 | 2023 |
| Monarch Healthcare 401(K) Plan | Monarch Healthcare Management, LLC | $26,961,316 | 2023 |
| E.I. Microcircuits 401(K) Profit Sharing Plan | E.I. Microcircuits, Inc. | $25,912,656 | 2023 |
| Tony Downs Foods Company 401(K) Profit Sharing Plan And Trust | Tony Downs Foods Company | $25,398,420 | 2023 |
| Big Gain, Inc. 401(K) Profit Sharing Plan | Big Gain, Inc. | $24,910,156 | 2023 |
| Crystal Valley 401(K) Plan | Crystal Valley Cooperative | $22,906,146 | 2023 |
| Ridley Usa Inc Hourly Pension Plan | Ridley Usa Inc. | $17,469,550 | 2023 |
| United Prairie Bank 401(K) Profit Sharing Plan | United Prairie Bank | $15,432,529 | 2023 |
| Mrci 403(B) Plan | Mankato Rehabilitation Center, Inc. | $11,179,903 | 2023 |
| Vetter Stone Companies Employee Savings & Retirement Plan | Vetter Stone Company | $10,192,106 | 2023 |
| Hiniker Company Profit Sharing Retirement Savings Plan | Hiniker Company | $8,401,691 | 2023 |
| C & N Sales Company Employee Stock Ownership Plan And Trust | C & N Sales Company, Inc. | $7,918,935 | 2023 |
| C & S Supply Co., Inc. Employee Stock Ownership Plan | C & S Supply Co., Inc. | $3,182,326 | 2023 |
| 403(B) Thrift Plan For Employees Of Open Door Health Center | Open Door Health Center | $2,830,178 | 2023 |
| Lloyd Management Retirement Savings Plan | Lloyd Management, Inc. | $2,531,085 | 2023 |
Largest plans in Mankato → · Mankato plans by participants → · Mankato plans with financial data → · Mankato plans with provider compensation → · $1B+ plans in Mankato →
Related Form 5500 pages
- All MN Form 5500 filings
- Mayo Clinic Health System 401(A) Plan (plan 005)
- Mayo Clinic Health System - Mankato — all reported plans
- Mankato Clinic, Ltd. 401(K) Profit Sharing Plan (plan 001)
- Mankato Clinic Ltd — all reported plans
- Bolton & Menk, Inc. 401(K) Plan (plan 004)
- Bolton & Menk, Inc. — all reported plans
- I&S Group, Inc. Employee Stock Ownership Plan (plan 004)
- I&S Group, Inc. — all reported plans
- Bolton & Menk, Inc. Employee Stock Ownership Plan (plan 003)
- Minnesota Elevator, Inc. Employee Stock Ownership Plan (plan 004)
- Minnesota Elevator, Inc — all reported plans
- Ridley Usa Inc Salaried Retirement Plan (plan 002)
- Ridley Usa Inc. — all reported plans
- The Orthopaedic And Fracture Clinic, P.A. Profit Sharing Plan (plan 001)
- The Orthopaedic And Fracture Clinic, P.A. — all reported plans
- Minnesota Elevator, Inc. 401(K) Profit Sharing Plan (plan 003)
- Isg 401(K) Plan (plan 002)
- Abdo 401(K) Profit Sharing Plan (plan 001)
- Abdo, Llp — all reported plans
- Monarch Healthcare 401(K) Plan (plan 001)
- Monarch Healthcare Management, LLC — all reported plans
- E.I. Microcircuits 401(K) Profit Sharing Plan (plan 001)
- E.I. Microcircuits, Inc. — all reported plans
- Tony Downs Foods Company 401(K) Profit Sharing Plan And Trust (plan 001)
- Tony Downs Foods Company — all reported plans
- Big Gain, Inc. 401(K) Profit Sharing Plan (plan 001)
- Big Gain, Inc. — all reported plans
- Methodology
- Data sources