Plan5500

Otsego, 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, Otsego, MN has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $12,454,991 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Otsego

  • 6 loaded plans hold $12.5M in reported assets across 6 sponsors.
  • The largest, Long Haul Trucking, Inc. 401(K) Retirement Plan, holds 59% of reported Otsego plan assets.
  • Plans cover 1,007 participants — about 168 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.5MSummed across loaded plans$12,507,985
Total reported assets$12.5M$12,454,991
Total reported participants1K1,007
Total reported liabilities$11

Reported net position

Reported assets = net assets + liabilities (summed)$12.5M total assets
Net assets$12.5MLiabilities$11
Contributions & income
Employer contributions$302.4K
Participant contributions$1.2M
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Otsego market comparison

Largest plan share of assets59%Long Haul Trucking, Inc. 401(K) Retirement Plan
Participants per plan168Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Otsego

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

  1. 1
    Long Haul Trucking, Inc. 401(K) Retirement Plan$7.3M
    Long Haul Trucking, Inc. · 2023
  2. 2
    Accurate Home Care, LLC 401(K) Plan$4.3M
    Accurate Home Care, LLC · 2023
  3. 3
    Campbell Enterprises Northwest Inc. Retirement Plan$711.4K
    Campbell Enterprises Northwest Inc. · 2023
  4. 4
    Perrault Trading Retirement Plan$110.8K
    Perrault Trading Company · 2023
  5. 5
    Integral Bookkeeping, Inc. 401(K) Plan$47.3K
    Integral Bookkeeping, Inc. · 2023
  6. 6
    Accurate Management Services LLC Employee Benefit Plannot reported in the loaded dataset
    Accurate Management Services LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Otsego, MN?
6 plan(s) reported by 6 sponsor(s) are loaded for Otsego, MN.

Related Form 5500 pages