Owatonna, 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, Owatonna, MN has 26 loaded benefit plan(s) reported by 12 plan sponsor(s), with $1,603,954,600 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,603,954,600
- Total reported liabilities (EOY)
- $747,919
- Total reported net assets (EOY)
- $1,603,206,681
Contributions & income
- Employer contributions
- $67,204,691
- Participant contributions
- $38,464,606
- Total income / additions
- $330,374,137
Expenses & distributions
- Benefits paid / distributions
- $102,505,164
- Total expenses
- $104,966,081
- Net increase / (decrease)
- $225,408,056
Coverage
- Total reported participants
- 23,227
- Plans with financial statements
- 13
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Owatonna, 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 |
|---|---|---|---|
| Federated Mutual Retirement Plan | Federated Mutual Insurance Company | $759,021,475 | 2023 |
| Federated Mutual Insurance Company 401(K) Plan | Federated Mutual Insurance Company | $671,430,330 | 2023 |
| Wenger Corporation Retirement Savings Plan | Wenger Corporation | $98,331,379 | 2023 |
| The Prophet Corporation Employee Stock Ownership Plan | The Prophet Corporation | $20,056,641 | 2023 |
| Driessen Water, Inc. 401(K) Plan | Driessen Water, Inc. | $13,132,734 | 2023 |
| High Bar Brands 401(K) Plan | High Bar Brands Operating, LLC | $12,142,691 | 2023 |
| The Prophet Corporation Tax Deferred Savings Plan & Trust | The Prophet Corporation | $9,778,297 | 2023 |
| Climate By Design International, Inc. 401(K) Profit Sharing Plan | Climate By Design International, | $9,670,024 | 2023 |
| South Central Human Relations Center 401(K) P/S Plan | South Central Human Relations Center | $5,944,220 | 2023 |
| Fernbrook Family Center 401(K) Savings Plan | Fernbrook Family Center | $2,958,533 | 2023 |
| General Equipment Company 401(K) Plan | General Equipment Company | $933,891 | 2023 |
| South-Falcon Incorporated Retirement Plan | South-Falcon Incorporated | $551,832 | 2023 |
| Bushel Boy Farms Employee Benefit Plan Trust | Bushel Boy Farms, Llp. | $2,553 | 2023 |
| High Bar Brands Operating, LLC Health & Welfare Benefit Plan | High Bar Brands Operating, LLC | not reported in the loaded dataset | 2023 |
| Glasses & Contacts Vision Plan | Federated Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Federated Mutual Insurance Company Employee Medical Plan | Federated Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Federated Mutual Insurance Company Dental Plan | Federated Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Federated Mutual Insurance Company Retiree Health Reimbursement Arrangement Plan | Federated Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Federated Mutual Insurance Company Health Care Reimbursement Plan | Federated Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Federated Mutual Insurance Company Retiree Medical Plan | Federated Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Wenger Corporation Employee Medical Benefit Plan | Wenger Corporation | not reported in the loaded dataset | 2023 |
| Wenger Corporation Group Life Insurance Plan | Wenger Corporation | not reported in the loaded dataset | 2023 |
| Wenger Corporation Group Long Term Disability Plan | Wenger Corporation | not reported in the loaded dataset | 2023 |
| Driessen Water, Inc. Health And Welfare Benefit Plan | Driessen Water, Inc. | not reported in the loaded dataset | 2023 |
| Climate By Design International Health And Welfare Benefit Plan | Climate By Design International, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Owatonna → · Owatonna plans by participants → · Owatonna plans with financial data → · Owatonna plans with provider compensation → · $1B+ plans in Owatonna →
Related Form 5500 pages
- All MN Form 5500 filings
- Federated Mutual Retirement Plan (plan 001)
- Federated Mutual Insurance Company — all reported plans
- Federated Mutual Insurance Company 401(K) Plan (plan 002)
- Wenger Corporation Retirement Savings Plan (plan 001)
- Wenger Corporation — all reported plans
- The Prophet Corporation Employee Stock Ownership Plan (plan 003)
- The Prophet Corporation — all reported plans
- Driessen Water, Inc. 401(K) Plan (plan 001)
- Driessen Water, Inc. — all reported plans
- High Bar Brands 401(K) Plan (plan 001)
- High Bar Brands Operating, LLC — all reported plans
- The Prophet Corporation Tax Deferred Savings Plan & Trust (plan 002)
- The Prophet Corporation — all reported plans
- Climate By Design International, Inc. 401(K) Profit Sharing Plan (plan 005)
- Climate By Design International, — all reported plans
- South Central Human Relations Center 401(K) P/S Plan (plan 001)
- South Central Human Relations Center — all reported plans
- Fernbrook Family Center 401(K) Savings Plan (plan 001)
- Fernbrook Family Center — all reported plans
- General Equipment Company 401(K) Plan (plan 001)
- General Equipment Company — all reported plans
- South-Falcon Incorporated Retirement Plan (plan 001)
- South-Falcon Incorporated — all reported plans
- Bushel Boy Farms Employee Benefit Plan Trust (plan 505)
- Bushel Boy Farms, Llp. — all reported plans
- High Bar Brands Operating, LLC Health & Welfare Benefit Plan (plan 501)
- Glasses & Contacts Vision Plan (plan 503)
- Methodology
- Data sources