Plan5500

Shoreview, 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, Shoreview, MN has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $146,038,714 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

What stands out in Shoreview

  • 10 loaded plans hold $146M in reported assets across 9 sponsors.
  • The largest, Antea Usa, Inc. Profit Sharing 401(K) Thrift Plan, holds 56% of reported Shoreview plan assets.
  • Plans cover 4,819 participants — about 482 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$146MSummed across loaded plans$146,038,714
Total reported assets$146M$146,038,714
Total reported participants4.8K4,819
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$146M total assets
Net assets$146MLiabilities$0
Contributions & income
Employer contributions$3.8M
Participant contributions$7.8M
Total income / additions$36.7M
Expenses & distributions
Benefits paid / distributions$23.4M
Total expenses$23.7M
Net increase / (decrease)$13M

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation3 / 10 (30%)

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

Shoreview market comparison

Largest plan share of assets56%Antea Usa, Inc. Profit Sharing 401(K) Thrift Plan
Participants per plan482Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Shoreview

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

  1. 1
    Antea Usa, Inc. Profit Sharing 401(K) Thrift Plan$82.2M
    Antea Usa, Inc. · 2023
  2. 2
    Ecumen 401(K) Retirement Savings Plan$61.5M
    Ecumen · 2023
  3. 3
    Northeast Youth & Family Services 401(K) Plan$1.5M
    Northeast Youth & Family Services · 2023
  4. 4
    Fine Line Restoration, Inc. 401k Profit Sharing Plan$579.2K
    Fine Line Restoration, Inc. · 2023
  5. 5
    Elite Re Inc. Retirement Plan$130.1K
    Elite Re Inc. · 2023
  6. 6
    Haul It A Day Inc. 401(K) Plan$114.4K
    Haul It A Day Inc. · 2023
  7. 7
    Allergy Asthma & Immunology 401(K) Profit Sharing Plan & Trust$8.1K
    Allergy Asthma & Immunology · 2023
  8. 8
    Lend Smart Mortgage, LLC 401(K) Plan$0
    Lend Smart Mortgage, LLC · 2023
  9. 9
    Ecumen Benefit Plannot reported in the loaded dataset
    Ecumen · 2023
  10. 10
    Sanco Enterprises Health & Welfarenot reported in the loaded dataset
    Sanco Enterprises · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shoreview, MN?
10 plan(s) reported by 9 sponsor(s) are loaded for Shoreview, MN.

Related Form 5500 pages