Plan5500

New Hope, 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, New Hope, MN has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $246,185,125 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
9
Latest filing year
2023

What stands out in New Hope

  • 11 loaded plans hold $246.2M in reported assets across 9 sponsors.
  • The largest, Liberty Diversified International, Inc. Retirement Plan, holds 79% of reported New Hope plan assets.
  • Plans cover 5,234 participants — about 476 per plan.
  • 82% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$246.1MSummed across loaded plans$246,138,907
Total reported assets$246.2M$246,185,125
Total reported participants5.2K5,234
Total reported liabilities$46.2K$46,218

Reported net position

Reported assets = net assets + liabilities (summed)$246.2M total assets
Net assets$246.1MLiabilities$46.2K
Contributions & income
Employer contributions$7.5M
Participant contributions$13.5M
Total income / additions$58.7M
Expenses & distributions
Benefits paid / distributions$24.9M
Total expenses$25.6M
Net increase / (decrease)$33.1M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation4 / 11 (36%)

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

New Hope market comparison

Largest plan share of assets79%Liberty Diversified International, Inc. Retirement Plan
Participants per plan476Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in New Hope

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

  1. 1
    Liberty Diversified International, Inc. Retirement Plan$193.5M
    Liberty Diversified Internationl, Inc. · 2023
  2. 2
    Border Foods, LLC. 401(K) Plan$18.5M
    Border Foods, LLC. · 2023
  3. 3
    Horwitz, LLC 401(K) Plan$13.3M
    Horwitz, LLC · 2023
  4. 4
    Sheridan Sheet Metal Company 401 (K) Profit Sharing Plan And Trust$8M
    Sheridan Sheet Metal Company · 2023
  5. 5
    Corner Home Medical Inc. 401k Plan And Trust$6.2M
    Corner Home Medical, Inc. · 2023
  6. 6
    Twin City Acoustics, Inc. Profit Sharing Plan$3.6M
    Twin City Acoustics, Inc. · 2023
  7. 7
    Cmd Inc. 401(K) Plan$2.8M
    Catheter & Medical Design, LLC · 2023
  8. 8
    Hanson Agencies, Inc. Profit Sharing Plan And Trust$168.6K
    Hanson Agencies, Inc. · 2023
  9. 9
    Sotahope Corp. 401(K) Profit Sharing Plan$95.3K
    Sotahope Corp. · 2023
  10. 10
    Cathether & Medical Design, LLC H&Wnot reported in the loaded dataset
    Catheter And Medical Design LLC · 2023
  11. 11
    Border Foods, Inc. Group Benefits Plannot reported in the loaded dataset
    Border Foods, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Hope, MN?
11 plan(s) reported by 9 sponsor(s) are loaded for New Hope, MN.

Related Form 5500 pages