Plan5500

Victoria, 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, Victoria, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $462,594 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Victoria

  • 2 loaded plans hold $462.6K in reported assets across 2 sponsors.
  • The largest, D.T. Floyd'S, Inc. Retirement Plan, holds 99% of reported Victoria plan assets.
  • Plans cover 8 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$462.6KSummed across loaded plans$462,594
Total reported assets$462.6K$462,594
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$462.6K total assets
Net assets$462.6KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$36.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Victoria market comparison

Largest plan share of assets99%D.T. Floyd'S, Inc. Retirement Plan
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Victoria

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

  1. 1
    D.T. Floyd'S, Inc. Retirement Plan$460K
    D.T. Floyd'S, Inc. · 2023
  2. 2
    Ljh Enterprises Inc. Retirement Plan$2.6K
    Ljh Enterprises Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages