Wadena, 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, Wadena, MN has 10 loaded benefit plan(s) reported by 3 plan sponsor(s), with $154,401,881 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $154,401,881
- Total reported liabilities (EOY)
- $9,614,518
- Total reported net assets (EOY)
- $144,787,363
Contributions & income
- Employer contributions
- $10,824,545
- Participant contributions
- $2,779,013
- Total income / additions
- $17,074,106
Expenses & distributions
- Benefits paid / distributions
- $16,141,918
- Total expenses
- $16,678,844
- Net increase / (decrease)
- $395,262
Coverage
- Total reported participants
- 4,592
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wadena, 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 |
|---|---|---|---|
| Russ Davis Wholesale, Inc Employee Stock Ownership Plan | Russ Davis Wholesale, Inc | $92,136,402 | 2023 |
| Astera Health Employee Retirement Plan | Astera Health | $42,003,619 | 2023 |
| Mason Brothers 401(K) Profit Sharing Plan | Mason Brothers Company | $20,261,860 | 2023 |
| Astera Health Dental Benefit Plan | Astera Health | not reported in the loaded dataset | 2023 |
| Astera Health Life & Disability Benefit Plan | Astera Health | not reported in the loaded dataset | 2023 |
| Russ Davis Wholesale, Inc. Health Plan | Russ Davis Wholesale, Inc. | not reported in the loaded dataset | 2023 |
| Russ Davis Wholesale, Inc. Dental Plan | Russ Davis Wholesale, Inc. | not reported in the loaded dataset | 2023 |
| Russ Davis Wholesale, Inc. Life Insurance Plan | Russ Davis Wholesale, Inc. | not reported in the loaded dataset | 2023 |
| Mason Brothers Company Employee Benefits Plan | Mason Brothers Company | not reported in the loaded dataset | 2023 |
| Astera Health Medical Benefit Plan | Astera Health | not reported in the loaded dataset | 2023 |
Largest plans in Wadena → · Wadena plans by participants → · Wadena plans with financial data → · Wadena plans with provider compensation → · $1B+ plans in Wadena →
Related Form 5500 pages
- All MN Form 5500 filings
- Russ Davis Wholesale, Inc Employee Stock Ownership Plan (plan 002)
- Russ Davis Wholesale, Inc — all reported plans
- Astera Health Employee Retirement Plan (plan 003)
- Astera Health — all reported plans
- Mason Brothers 401(K) Profit Sharing Plan (plan 001)
- Mason Brothers Company — all reported plans
- Astera Health Dental Benefit Plan (plan 502)
- Astera Health Life & Disability Benefit Plan (plan 503)
- Russ Davis Wholesale, Inc. Health Plan (plan 501)
- Russ Davis Wholesale, Inc. Dental Plan (plan 502)
- Russ Davis Wholesale, Inc. Life Insurance Plan (plan 503)
- Mason Brothers Company Employee Benefits Plan (plan 501)
- Astera Health Medical Benefit Plan (plan 501)
- Methodology
- Data sources