Montevideo, 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, Montevideo, MN has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $24,610,534 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,610,534
- Total reported liabilities (EOY)
- $6,902
- Total reported net assets (EOY)
- $24,603,632
Contributions & income
- Employer contributions
- $311,611
- Participant contributions
- $1,546,550
- Total income / additions
- $5,755,268
Expenses & distributions
- Benefits paid / distributions
- $2,011,500
- Total expenses
- $2,088,408
- Net increase / (decrease)
- $3,666,860
Coverage
- Total reported participants
- 717
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montevideo, 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 |
|---|---|---|---|
| Chandler Industries, Inc. 401(K) Savings Plan | Chandler Industries, Inc. | $13,992,458 | 2023 |
| Ritalka, Inc. 401(K) Plan | Ritalka, Incorporated | $6,894,812 | 2023 |
| Prairie Five Community Action Council 403b Plan | Prairie Five Community Action Council Inc. | $3,465,538 | 2023 |
| Winter Family Enterprises, Inc. 401(K) Plan | Winter Family Enterprises, Inc. | $257,726 | 2023 |
Largest plans in Montevideo → · Montevideo plans by participants → · Montevideo plans with financial data → · Montevideo plans with provider compensation → · $1B+ plans in Montevideo →
Related Form 5500 pages
- All MN Form 5500 filings
- Chandler Industries, Inc. 401(K) Savings Plan (plan 001)
- Chandler Industries, Inc. — all reported plans
- Ritalka, Inc. 401(K) Plan (plan 001)
- Ritalka, Incorporated — all reported plans
- Prairie Five Community Action Council 403b Plan (plan 001)
- Prairie Five Community Action Council Inc. — all reported plans
- Winter Family Enterprises, Inc. 401(K) Plan (plan 001)
- Winter Family Enterprises, Inc. — all reported plans
- Methodology
- Data sources