Plan5500

Hartington, 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, Hartington, NE has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,260,164 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Hartington

  • 2 loaded plans hold $1.3M in reported assets across 2 sponsors.
  • The largest, Whole Hog Health 401(K) Plan, holds 66% of reported Hartington plan assets.
  • Plans cover 22 participants — about 11 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,260,164
Total reported assets$1.3M$1,260,164
Total reported participants22
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities—
Contributions & income
Employer contributions$20.7K
Participant contributions$62.1K
Total income / additions$240.6K
Expenses & distributions
Benefits paid / distributions$162.1K
Total expenses$167.2K
Net increase / (decrease)$73.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Hartington market comparison

Largest plan share of assets66%Whole Hog Health 401(K) Plan
Participants per plan11Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Hartington

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

  1. 1
    Whole Hog Health 401(K) Plan$833.3K
    Whole Hog Health Center, Inc. · 2023
  2. 2
    Hartington Auto & Truck Parts, Inc. 401(K) Plan$426.9K
    Hartington Auto & Truck Parts, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages