Plan5500

St. Michael, 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, St. Michael, MN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $92,771,433 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 St. Michael

  • 4 loaded plans hold $92.8M in reported assets across 3 sponsors.
  • The largest, J & B Group, Inc. 401(K) Plan And Trust, holds 98% of reported St. Michael plan assets.
  • Plans cover 1,929 participants — about 482 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$92.8MSummed across loaded plans$92,752,052
Total reported assets$92.8M$92,771,433
Total reported participants1.9K1,929
Total reported liabilities$19.4K$19,381

Reported net position

Reported assets = net assets + liabilities (summed)$92.8M total assets
Net assets$92.8MLiabilities$19.4K
Contributions & income
Employer contributions$1.3M
Participant contributions$4.5M
Total income / additions$20.9M
Expenses & distributions
Benefits paid / distributions$6.6M
Total expenses$6.7M
Net increase / (decrease)$14.2M

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 St. Michael, 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

St. Michael market comparison

Largest plan share of assets98%J & B Group, Inc. 401(K) Plan And Trust
Participants per plan482Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in St. Michael

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

  1. 1
    J & B Group, Inc. 401(K) Plan And Trust$90.6M
    J & B Group Inc. · 2023
  2. 2
    Cinch Systems, Inc. 401(K) Profit Sharing Plan$2.2M
    Cinch Systems, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages