Stillwater, 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, Stillwater, MN has 17 loaded benefit plan(s) reported by 14 plan sponsor(s), with $158,759,821 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$158,759,821
Total reported liabilities (EOY)
$7,897,141
Total reported net assets (EOY)
$150,862,680

Contributions & income

Employer contributions
$7,505,410
Participant contributions
$7,165,804
Total income / additions
$58,088,489

Expenses & distributions

Benefits paid / distributions
$16,097,906
Total expenses
$16,366,265
Net increase / (decrease)
$41,722,224

Coverage

Total reported participants
3,440
Plans with financial statements
14
Plans with provider compensation
5

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

Largest loaded plans in Stillwater, MN
PlanSponsorReported assets (EOY)Year
American Polywater Corporation Employee Stock Ownership PlanAmerican Polywater Corporation$81,774,1772023
Associated Eye Care, Ltd. Employees' Profit Sharing PlanAssociated Eye Care, Ltd.$26,293,5362023
Bluestone Physician Services 401(K) PlanBluestone Management Services, LLC$21,208,2462023
Modernistic, Inc. Profit Sharing And 401(K) PlanModernistic, Inc.$13,446,8022023
First Resource Bank 401(K) Profit Sharing PlanFirst Resource Bank$9,529,3582023
Readex, Inc. Salary Savings PlanReadex, Inc.$2,612,4282023
Reco, Inc. 401(K) PlanReco, Inc.$1,720,7762023
Tussey Engineering & Manufacturing Company Pension Transfer Trust PlanTussey Engineering & Manufacturing Company$748,0902023
Bryant Enterprises Retirement PlanBryant Enterprises, Inc.$600,0002023
Five Islands Enterprises, Inc. 401(K) Profit Sharing PlanFive Islands Enterprises, Inc.$481,9482023
D & K Enterprises, Inc. 401(K) PlanD & K Enterprises, Inc.$192,7802023
Mh Holdings Corp. 401(K) Profit Sharing PlanMh Holdings Corp.$89,8432023
Forge And Foundry Distilling Company 401(K) PlanForge And Foundry Distilling Company$61,8372023
Diasorin 401(K) PlanDiasorin Inc.$02023
Bluestone Management Services, LLC Cafeteria PlanBluestone Management Services, LLCnot reported in the loaded dataset2023
Diasorin, Inc. Welfare Benefit Wrap PlanDiasorin, Inc.not reported in the loaded dataset2023
Associated Eye Care Health And Welfare Benefit PlanAssociated Eye Care, Ltd.not reported in the loaded dataset2023

Related Form 5500 pages