Plan5500

Zumbrota, 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, Zumbrota, MN has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $8,686,775 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
4
Latest filing year
2023

What stands out in Zumbrota

  • 4 loaded plans hold $8.7M in reported assets across 4 sponsors.
  • The largest, Three Rivers Community Action, Inc. Retirement Plan, holds 93% of reported Zumbrota plan assets.
  • Plans cover 359 participants — about 90 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$8.7MSummed across loaded plans$8,686,775
Total reported assets$8.7M$8,686,775
Total reported participants359
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$277.8K
Participant contributions$497.7K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$977K
Total expenses$1M
Net increase / (decrease)$1.1M

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 Zumbrota, 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

Zumbrota market comparison

Largest plan share of assets93%Three Rivers Community Action, Inc. Retirement Plan
Participants per plan90Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Zumbrota

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

  1. 1
    Three Rivers Community Action, Inc. Retirement Plan$8M
    Three Rivers Community Action,Inc. · 2023
  2. 2
    Alcar Inc. Dba Eide Cdjr Zumbrota 401(K) Plan$530.3K
    Alcar Inc. Dba Mosaic Chrysler Dodge Jeep Ram · 2023
  3. 3
    T&S Luhmann Inc. Retirement Plan$110K
    T&S Luhmann Inc. · 2023
  4. 4
    Concast, Inc. Ancillary Benefits Plannot reported in the loaded dataset
    Concast, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages