Waite Park, 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, Waite Park, MN has 18 loaded benefit plan(s) reported by 10 plan sponsor(s), with $63,969,504 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $63,969,504
- Total reported liabilities (EOY)
- $16,722
- Total reported net assets (EOY)
- $63,952,782
Contributions & income
- Employer contributions
- $2,187,759
- Participant contributions
- $3,835,667
- Total income / additions
- $16,018,568
Expenses & distributions
- Benefits paid / distributions
- $4,925,998
- Total expenses
- $5,208,122
- Net increase / (decrease)
- $10,810,446
Coverage
- Total reported participants
- 4,706
- Plans with financial statements
- 9
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waite Park, 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 |
|---|---|---|---|
| Central Minnesota Mental Health Center 403(B) Retirement Plan | Central Minnesota Mental Health Center | $14,406,819 | 2023 |
| Deerwood Bank 401(K) Profit Sharing Plan | Deerwood Bank | $13,248,397 | 2023 |
| Sand Companies, Inc. 401(K) Plan And Trust | Sand Companies, Inc. | $10,555,562 | 2023 |
| Inh Retirement Plan And Trust | Illies, Nohava, Heinen Property Management, Inc. | $7,560,856 | 2023 |
| Mci, Inc. Employee Stock Ownership Plan | Mci, Inc. | $5,317,463 | 2023 |
| Cwmf 401(K) Plan | Cwmf Corporation | $4,945,229 | 2023 |
| Horizon Roofing 401(K) Plan | Horizon Roofing, Inc | $3,432,721 | 2023 |
| Wacosa 401(K) Profit Sharing Plan | Wacosa | $3,311,054 | 2023 |
| Letnes Restaurant Group Inc. And Affiliates 401(K) Plan | Letnes Restaurant Group Inc. And Affiliates | $1,191,403 | 2023 |
| The Bernicks Companies Voluntary Benefits Plan | Chas. A. Bernick, Inc. | not reported in the loaded dataset | 2023 |
| The Bernicks Companies Life And Disability Benefit Plan | Chas. A. Bernick, Inc. | not reported in the loaded dataset | 2023 |
| The Bernicks Companies Dental Benefit Plan | Chas. A. Bernick, Inc. | not reported in the loaded dataset | 2023 |
| Sand Companies, Inc. Medical Plan | Sand Companies, Inc. | not reported in the loaded dataset | 2023 |
| Sand/Sci Hotels Vision Plan | Sand Companies, Inc. | not reported in the loaded dataset | 2023 |
| Sand Companies Inc/Sci Hotels Life/Ad&D/Std/Ltd | Sand Companies, Inc. | not reported in the loaded dataset | 2023 |
| Wacosa Eap Plan | Wacosa | not reported in the loaded dataset | 2023 |
| The Bernicks Companies Health Care Benefit Plan | Chas. A. Bernick, Inc. | not reported in the loaded dataset | 2023 |
| The Bernick Companies Vision Plan | Chas. A. Bernick, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Waite Park → · Waite Park plans by participants → · Waite Park plans with financial data → · Waite Park plans with provider compensation → · $1B+ plans in Waite Park →
Related Form 5500 pages
- All MN Form 5500 filings
- Central Minnesota Mental Health Center 403(B) Retirement Plan (plan 001)
- Central Minnesota Mental Health Center — all reported plans
- Deerwood Bank 401(K) Profit Sharing Plan (plan 001)
- Deerwood Bank — all reported plans
- Sand Companies, Inc. 401(K) Plan And Trust (plan 001)
- Sand Companies, Inc. — all reported plans
- Inh Retirement Plan And Trust (plan 001)
- Illies, Nohava, Heinen Property Management, Inc. — all reported plans
- Mci, Inc. Employee Stock Ownership Plan (plan 002)
- Mci, Inc. — all reported plans
- Cwmf 401(K) Plan (plan 001)
- Cwmf Corporation — all reported plans
- Horizon Roofing 401(K) Plan (plan 001)
- Horizon Roofing, Inc — all reported plans
- Wacosa 401(K) Profit Sharing Plan (plan 001)
- Wacosa — all reported plans
- Letnes Restaurant Group Inc. And Affiliates 401(K) Plan (plan 001)
- Letnes Restaurant Group Inc. And Affiliates — all reported plans
- The Bernicks Companies Voluntary Benefits Plan (plan 504)
- Chas. A. Bernick, Inc. — all reported plans
- The Bernicks Companies Life And Disability Benefit Plan (plan 503)
- The Bernicks Companies Dental Benefit Plan (plan 502)
- Sand Companies, Inc. Medical Plan (plan 505)
- Sand/Sci Hotels Vision Plan (plan 506)
- Sand Companies Inc/Sci Hotels Life/Ad&D/Std/Ltd (plan 507)
- Methodology
- Data sources