Plato, 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, Plato, MN has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $30,546,493 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Plato

  • 3 loaded plans hold $30.5M in reported assets across 2 sponsors.
  • The largest, Plato Woodwork, Inc. Profit Sharing Plan & Trust, holds 82% of reported Plato plan assets.
  • Plans cover 350 participants — about 117 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.4MSummed across loaded plans$30,432,324
Total reported assets$30.5M$30,546,493
Total reported participants350
Total reported liabilities$114.2K$114,169

Reported net position

Reported assets = net assets + liabilities (summed)$30.5M total assets
Net assets$30.4MLiabilities$114.2K
Contributions & income
Employer contributions$321K
Participant contributions$609.2K
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$5.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Plato market comparison

Largest plan share of assets82%Plato Woodwork, Inc. Profit Sharing Plan & Trust
Participants per plan117Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Plato

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

  1. 1
    Plato Woodwork, Inc. · 2023
  2. 2
  3. 3
    Plato Woodwork, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plato Woodwork, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Plato, MN?
3 plan(s) reported by 2 sponsor(s) are loaded for Plato, MN.

Related Form 5500 pages