Waconia, 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, Waconia, MN has 16 loaded benefit plan(s) reported by 12 plan sponsor(s), with $322,936,233 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $322,936,233
- Total reported liabilities (EOY)
- $76,530
- Total reported net assets (EOY)
- $322,483,180
Contributions & income
- Employer contributions
- $6,668,288
- Participant contributions
- $12,260,210
- Total income / additions
- $72,910,912
Expenses & distributions
- Benefits paid / distributions
- $33,479,359
- Total expenses
- $33,913,173
- Net increase / (decrease)
- $38,997,739
Coverage
- Total reported participants
- 7,418
- Plans with financial statements
- 11
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waconia, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ridgeview Medical Center, Inc. Retirement Savings Plan | Ridgeview Medical Center, Inc. | $204,530,977 | 2023 |
| Lakeview Clinic Ltd, Retirement Savings Plan | Lakeview Clinic, Ltd | $106,166,179 | 2023 |
| Km Supermarkets, Inc. 401(K) Profit Sharing Plan And Trust | Km Supermarkets, Inc. | $8,396,937 | 2023 |
| Strom Aviation, Inc. - The 401(K) Retirement Savings Plan For Employees Of Ntsa Employers | Strom Aviation, Inc. | $1,457,359 | 2023 |
| Diverse Enterprises, Inc. Retirement Plan | Diverse Enterprises, Inc. | $1,017,932 | 2023 |
| Cmb Management LLC 401(K) Profit Sharing Plan & Trust | Cmb Management LLC | $402,551 | 2023 |
| Waconia Manufacturing, Inc. Employee Stock Ownership Plan | 680 Tacoma Inc. | $376,523 | 2023 |
| Nail Images Group Inc 401(K) Plan | Nail Images Group Inc | $221,632 | 2023 |
| West Metro Pet Care Inc. Retirement Plan | West Metro Pet Care Inc. | $166,046 | 2023 |
| Reach Your Potential Ventures Inc. Retirement Plan | Reach Your Potential Ventures Inc. | $127,600 | 2023 |
| Dm Flavion And Sons, Inc. 401(K) Profit Sharing Plan | Dm Flavion And Sons, Inc. | $72,497 | 2023 |
| Strom Aviation, Inc | Strom Aviation, Inc. | not reported in the loaded dataset | 2023 |
| Ridgeview Medical Center Comprehensive Health And Welfare Benefit Plan | Ridgeview Medical Center | not reported in the loaded dataset | 2023 |
| Km Supermarkets Inc. Life, Disability And Dental Insurance Plan | Km Supermarkets Inc. | not reported in the loaded dataset | 2023 |
| Pvs Sackett-Waconia Inc Erisa Wrap Plan | Pvs Sackett-Waconia Inc | not reported in the loaded dataset | 2023 |
| Lakeview Clinic, Ltd. Health & Welfare Plan | Lakeview Clinic, Ltd. | not reported in the loaded dataset | 2023 |
Largest plans in Waconia → · Waconia plans by participants → · Waconia plans with financial data → · Waconia plans with provider compensation → · $1B+ plans in Waconia →
Related Form 5500 pages
- All MN Form 5500 filings
- Ridgeview Medical Center, Inc. Retirement Savings Plan (plan 002)
- Ridgeview Medical Center, Inc. — all reported plans
- Lakeview Clinic Ltd, Retirement Savings Plan (plan 001)
- Lakeview Clinic, Ltd — all reported plans
- Km Supermarkets, Inc. 401(K) Profit Sharing Plan And Trust (plan 002)
- Km Supermarkets, Inc. — all reported plans
- Strom Aviation, Inc. - The 401(K) Retirement Savings Plan For Employees Of Ntsa Employers (plan 001)
- Strom Aviation, Inc. — all reported plans
- Diverse Enterprises, Inc. Retirement Plan (plan 001)
- Diverse Enterprises, Inc. — all reported plans
- Cmb Management LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Cmb Management LLC — all reported plans
- Waconia Manufacturing, Inc. Employee Stock Ownership Plan (plan 002)
- 680 Tacoma Inc. — all reported plans
- Nail Images Group Inc 401(K) Plan (plan 001)
- Nail Images Group Inc — all reported plans
- West Metro Pet Care Inc. Retirement Plan (plan 001)
- West Metro Pet Care Inc. — all reported plans
- Reach Your Potential Ventures Inc. Retirement Plan (plan 001)
- Reach Your Potential Ventures Inc. — all reported plans
- Dm Flavion And Sons, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dm Flavion And Sons, Inc. — all reported plans
- Strom Aviation, Inc (plan 510)
- Ridgeview Medical Center Comprehensive Health And Welfare Benefit Plan (plan 501)
- Km Supermarkets Inc. Life, Disability And Dental Insurance Plan (plan 503)
- Pvs Sackett-Waconia Inc Erisa Wrap Plan (plan 502)
- Pvs Sackett-Waconia Inc — all reported plans
- Methodology
- Data sources