Plan5500

Pequot Lakes, 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, Pequot Lakes, MN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $20,109,341 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Pequot Lakes

  • 4 loaded plans hold $20.1M in reported assets across 3 sponsors.
  • The largest, Pequot Tool & Mfg., Inc. Employees Savings Trust, holds 100% of reported Pequot Lakes plan assets.
  • Plans cover 548 participants — about 137 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.1MSummed across loaded plans$20,109,341
Total reported assets$20.1M$20,109,341
Total reported participants548
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.1M total assets
Net assets$20.1MLiabilities$0
Contributions & income
Employer contributions$650.8K
Participant contributions$1M
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Pequot Lakes market comparison

Largest plan share of assets100%Pequot Tool & Mfg., Inc. Employees Savings Trust
Participants per plan137Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Pequot Lakes

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

  1. 1
    Pequot Tool & Mfg., Inc. Employees Savings Trust$20.1M
    Pequot Tool & Mfg. · 2023
  2. 2
    Rasl 401k$10.9K
    R. Stahl Ltd. · 2023
  3. 3
    First National Bank North Employee Benefitsnot reported in the loaded dataset
    First National Bank North · 2023
  4. 4
    Pequot Tool & Mfg Inc. Welfare Plannot reported in the loaded dataset
    Pequot Tool & Mfg Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pequot Lakes, MN?
4 plan(s) reported by 3 sponsor(s) are loaded for Pequot Lakes, MN.

Related Form 5500 pages