North Branch, 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, North Branch, MN has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $9,129,388 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,129,388
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $9,129,388
Contributions & income
- Employer contributions
- $183,057
- Participant contributions
- $273,064
- Total income / additions
- $1,528,527
Expenses & distributions
- Benefits paid / distributions
- $872,801
- Total expenses
- $932,026
- Net increase / (decrease)
- $596,501
Coverage
- Total reported participants
- 586
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Branch, 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 |
|---|---|---|---|
| Peterson'S North Branch Mill, Inc. Profit Sharing Plan | Peterson'S North Branch Mill, Inc. | $5,533,279 | 2023 |
| P.D.I. Foods, LLC 401(K) Profit Sharing Plan And Trust | P.D.I. Foods, LLC | $2,097,335 | 2023 |
| Family Pathways 401(K) Plan | Family Pathways | $1,307,018 | 2023 |
| Schatzi'S 4 Seasons Resort, Inc. Retirement Plan | Schatzi'S 4 Seasons Resort, Inc. | $191,756 | 2023 |
| Family Pathways Employee Benefits Plan | Family Pathways | not reported in the loaded dataset | 2023 |
Largest plans in North Branch → · North Branch plans by participants → · North Branch plans with financial data → · North Branch plans with provider compensation → · $1B+ plans in North Branch →
Related Form 5500 pages
- All MN Form 5500 filings
- Peterson'S North Branch Mill, Inc. Profit Sharing Plan (plan 001)
- Peterson'S North Branch Mill, Inc. — all reported plans
- P.D.I. Foods, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- P.D.I. Foods, LLC — all reported plans
- Family Pathways 401(K) Plan (plan 001)
- Family Pathways — all reported plans
- Schatzi'S 4 Seasons Resort, Inc. Retirement Plan (plan 001)
- Schatzi'S 4 Seasons Resort, Inc. — all reported plans
- Family Pathways Employee Benefits Plan (plan 501)
- Methodology
- Data sources