Plan5500

Winthrop, 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, Winthrop, MN has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $28,255,271 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
1
Latest filing year
2023

What stands out in Winthrop

  • 3 loaded plans hold $28.3M in reported assets across 1 sponsors.
  • The largest, United Farmers Cooperative 401(K) Plan, holds 100% of reported Winthrop plan assets.
  • Plans cover 937 participants — about 312 per plan.
  • 33% 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$28.3MSummed across loaded plans$28,255,271
Total reported assets$28.3M$28,255,271
Total reported participants937
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.3M total assets
Net assets$28.3MLiabilities$0
Contributions & income
Employer contributions$692.2K
Participant contributions$1M
Total income / additions$6M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Winthrop market comparison

Largest plan share of assets100%United Farmers Cooperative 401(K) Plan
Participants per plan312Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Winthrop

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

  1. 1
    United Farmers Cooperative 401(K) Plan$28.3M
    United Farmers Cooperative · 2023
  2. 2
    United Farmers Cooperativenot reported in the loaded dataset
    United Farmers Cooperative · 2023
  3. 3
    United Farmers Cooperative Medical Benefit Plannot reported in the loaded dataset
    United Farmers Cooperative · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winthrop, MN?
3 plan(s) reported by 1 sponsor(s) are loaded for Winthrop, MN.

Related Form 5500 pages