Plan5500

Gothenburg, NE 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, Gothenburg, NE has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,990,385 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
2
Latest filing year
2023

What stands out in Gothenburg

  • 3 loaded plans hold $8M in reported assets across 2 sponsors.
  • The largest, Ubg 401(K)- Country Partners Coop, holds 99% of reported Gothenburg plan assets.
  • Plans cover 593 participants — about 198 per plan.
  • 67% 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$8MSummed across loaded plans$7,990,385
Total reported assets$8M$7,990,385
Total reported participants593
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8M total assets
Net assets$8MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$471.5K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$818.6K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Gothenburg market comparison

Largest plan share of assets99%Ubg 401(K)- Country Partners Coop
Participants per plan198Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Gothenburg

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

  1. 1
    Ubg 401(K)- Country Partners Coop$7.9M
    Country Partners Cooperative · 2023
  2. 2
    Demoret Enterprises, Inc. Retirement Plan$98.9K
    Demoret Enterprises, Inc. · 2023
  3. 3
    Country Partners Cooperative Health & Welfare Benefit Plannot reported in the loaded dataset
    Country Partners Cooperative · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages