Plan5500

Watertown, 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, Watertown, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,337,215 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 Watertown

  • 2 loaded plans hold $2.3M in reported assets across 2 sponsors.
  • The largest, River Oaks Of Minnesota 401(K) Retirement Plan, holds 51% of reported Watertown plan assets.
  • Plans cover 135 participants — about 68 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,337,215
Total reported assets$2.3M$2,337,215
Total reported participants135
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$0
Contributions & income
Employer contributions$134K
Participant contributions$318K
Total income / additions$589.5K
Expenses & distributions
Benefits paid / distributions$244.2K
Total expenses$269.4K
Net increase / (decrease)$320.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Watertown market comparison

Largest plan share of assets51%River Oaks Of Minnesota 401(K) Retirement Plan
Participants per plan68Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Watertown

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

  1. 1
    River Oaks Of Minnesota 401(K) Retirement Plan$1.2M
    River Oaks Of Minnesota · 2023
  2. 2
    Janning'S Acoustics 401(K) Plan$1.1M
    Janning'S Acoustics · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages