Plan5500

Walker, 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, Walker, MN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $20,853,336 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Walker

  • 3 loaded plans hold $20.9M in reported assets across 3 sponsors.
  • The largest, First National Bank North 401(K) Profit Sharing Plan And Trust, holds 74% of reported Walker plan assets.
  • Plans cover 241 participants — about 80 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.9MSummed across loaded plans$20,853,241
Total reported assets$20.9M$20,853,336
Total reported participants241
Total reported liabilities$95

Reported net position

Reported assets = net assets + liabilities (summed)$20.9M total assets
Net assets$20.9MLiabilities$95
Contributions & income
Employer contributions$281.1K
Participant contributions$719.6K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)$995.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Walker market comparison

Largest plan share of assets74%First National Bank North 401(K) Profit Sharing Plan And Trust
Participants per plan80Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Walker

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

  1. 1
    First National Bank North 401(K) Profit Sharing Plan And Trust$15.4M
    First National Bank North · 2023
  2. 2
    D.W. Jones, Inc. 401(K) Profit Sharing Plan$4.4M
    D.W. Jones, Inc. · 2023
  3. 3
    Krogen Companies, Inc. 401 (K) Profit Sharing Plan$1.1M
    Krogen Companies, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Walker, MN?
3 plan(s) reported by 3 sponsor(s) are loaded for Walker, MN.

Related Form 5500 pages