Plan5500

Worthington, 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, Worthington, MN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $93,460,855 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Worthington

  • 4 loaded plans hold $93.5M in reported assets across 3 sponsors.
  • The largest, Bedford Industries, Inc. Salary Savings Plan, holds 73% of reported Worthington plan assets.
  • Plans cover 972 participants — about 243 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$93.5MSummed across loaded plans$93,460,855
Total reported assets$93.5M$93,460,855
Total reported participants972
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$93.5M total assets
Net assets$93.5MLiabilities—
Contributions & income
Employer contributions$2M
Participant contributions$1.9M
Total income / additions$15.4M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.3M
Net increase / (decrease)$11.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Worthington market comparison

Largest plan share of assets73%Bedford Industries, Inc. Salary Savings Plan
Participants per plan243Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Worthington

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

  1. 1
    Bedford Industries, Inc. Salary Savings Plan$68.5M
    Bedford Industries, Inc. · 2023
  2. 2
    First State Bank Southwest Ksop Plan And Trust$21M
    First State Bank Southwest · 2023
  3. 3
    Stanley G. Haas Retirement Plan$3.9M
    Stanley G Haas · 2023
  4. 4
    Bedford Industries, Inc. Employee Benefits Plannot reported in the loaded dataset
    Bedford Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages