Woodbury, 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, Woodbury, MN has 56 loaded benefit plan(s) reported by 40 plan sponsor(s), with $437,823,891 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
56
Plan sponsors
40
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$437,823,891
Total reported liabilities (EOY)
$5,056,864
Total reported net assets (EOY)
$432,557,080

Contributions & income

Employer contributions
$19,908,349
Participant contributions
$25,256,235
Total income / additions
$116,626,916

Expenses & distributions

Benefits paid / distributions
$40,554,150
Total expenses
$41,529,999
Net increase / (decrease)
$75,096,917

Coverage

Total reported participants
11,153
Plans with financial statements
36
Plans with provider compensation
14

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

Largest loaded plans in Woodbury, MN
PlanSponsorReported assets (EOY)Year
Summit Orthopedics, Ltd. 401(K) Profit Sharing PlanSummit Orthopedics, Ltd.$132,803,7812023
Kindeva Drug Delivery L.P. 401(K) PlanKindeva Drug Delivery L.P.$52,219,7932023
St. Paul Eye Clinic, P.A. Profit Sharing PlanSt. Paul Eye Clinic, P.A.$44,597,0662023
Pioneer Power, Inc. Employee Stock Ownership PlanPioneer Power, Inc.$35,113,3622023
Self Esteem Brands, LLC 401(K) PlanSelf Esteem Brands, LLC$32,165,4912023
Shumaker & Sieffert P A 401(K) Profit Sharing Plan And TrustShumaker & Sieffert P A$28,422,6382023
Midwest Ent 401(K) Profit Sharing PlanOtolaryngology & Head And Neck Surgery, P.A.$26,168,4762023
Cit, Inc. 401(K) PlanComputer Integration Technologies, Inc.$14,851,2752023
Aveka Group, Inc. Profit Sharing 401(K) PlanAveka Group, Inc.$12,602,2192023
Animal Humane Society 401(K) Retirement Savings PlanAnimal Humane Society$8,794,8142023
Aveka Group, Inc. Employee Stock Ownership Plan And TrustAveka Group, Inc.$7,943,5292023
St. Paul Eye Clinic Cash Balance Pension PlanSt. Paul Eye Clinic, P.A.$6,996,7792023
Linn Retail Centers, Inc. 401(K) PlanLinn Retail Centers, Inc.$6,777,4042023
Independent Pet Partners 401(K) PlanIpp Buyer Acquisition, LLC$6,199,6582023
Centerpoint Marketing, Inc. Retirement Savings PlanCenterpoint Marketing, Inc.$4,479,0212023
Tall Giraffe, Inc. Retirement PlanTall Giraffe, Inc.$4,076,0472023
Ske Inc 401kSke Inc.$3,277,7802023
Harvey Vogel Manufacturing Co. Hourly Employees' 401(K) And Profit Sharing PlanHarvey Vogel Manufacturing Co.$3,189,7242023
Pape Enterprises, Inc. Retirement PlanPape Enterprises, Inc.$1,179,5062023
Minntech Distribution Inc. 401(K) PlanMinntech Distribution Inc.$875,3792023
Kkck Corp. 401(K) PlanKkck Corp.$805,3712023
Imagigraphics Corporation 401(K) Profit Sharing PlanImagigraphics Corporation$772,4092023
Carver Holdings, Inc. 401(K) PlanCarver Holdings, Inc.$610,0592023
Splash Enterprises, Inc. 401(K) Profit Sharing PlanSplash Enterprises, Inc.$595,7152023
Rl Nielsen, Inc. Retirement PlanRl Nielsen, Inc.$498,2952023

Related Form 5500 pages