Northfield, 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, Northfield, MN has 19 loaded benefit plan(s) reported by 12 plan sponsor(s), with $726,207,324 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$726,207,324
Total reported liabilities (EOY)
$6,632,423
Total reported net assets (EOY)
$719,574,901

Contributions & income

Employer contributions
$12,774,540
Participant contributions
$10,886,294
Total income / additions
$127,726,791

Expenses & distributions

Benefits paid / distributions
$44,017,580
Total expenses
$44,924,219
Net increase / (decrease)
$82,802,572

Coverage

Total reported participants
9,250
Plans with financial statements
11
Plans with provider compensation
6

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

Largest loaded plans in Northfield, MN
PlanSponsorReported assets (EOY)Year
Carleton College Defined Contribution PlanCarleton College$364,970,2612023
St. Olaf College 403(B) Retirement PlanSt. Olaf College$301,874,6912023
Minnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc.$18,635,8602023
Emeriti Retiree Health Plan For St. Olaf CollegeSt. Olaf College$14,985,3162023
Holden Farms, Inc. 401(K) Profit Sharing Plan & TrustHolden Farms, Inc.$14,419,0862023
Taylor Truck Line Inc. 401(K) PlanTaylor Truck Line Inc.$7,454,3792023
Northfield Care Center Inc. Retirement PlanNorthfield Care Center, Inc.$2,074,2712023
Laura Baker School Association 401(K) Profit Sharing Plan & TrustLaura Baker School Association$1,599,8012023
Southern Metro Management, Inc. Retirement PlanSouthern Metro Management, Inc.$170,0522023
Transform Inc 401k Profit Sharing PlanTransform Inc$23,6072023
Eastgate Farms, Inc. Profit Sharing Plan & TrustEastgate Farms, Inc.$02023
Taylor Truck Line, Inc.Taylor Truck Line, Inc.not reported in the loaded dataset2023
Carleton College Health & Welfare Comprehensive Benefit PlanCarleton Collegenot reported in the loaded dataset2023
All Flex Solutions, Inc. Dental PlanAll Flex Solutions, Inc.not reported in the loaded dataset2023
All Flex Solutions, Inc. Life And Disability PlanAll Flex Solutions, Inc.not reported in the loaded dataset2023
All Flex Solutions, Inc. Medical PlanAll Flex Solutions, Inc.not reported in the loaded dataset2023
Cannon Valley Veterinary Clinic Health And Welfare Benefit PlanCannon Valley Veterinary Clinicnot reported in the loaded dataset2023
St Olaf College Benefit PlansSt. Olaf Collegenot reported in the loaded dataset2023
Holden Farms, Inc. Life And Ltd Insurance PlanHolden Farms, Inc.not reported in the loaded dataset2023

Related Form 5500 pages