Plan5500

Winnebago, 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, Winnebago, NE has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $74,351,125 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$74.3MSummed across loaded plans$74,296,746
Total reported assets$74.4M$74,351,125
Total reported participants5.5K5,461
Total reported liabilities$54.4K$54,379

Reported net position

Reported assets = net assets + liabilities (summed)$74.4M total assets
Net assets$74.3MLiabilities$54.4K
Contributions & income
Employer contributions$4.3M
Participant contributions$9.8M
Total income / additions$25.3M
Expenses & distributions
Benefits paid / distributions$7.6M
Total expenses$7.9M
Net increase / (decrease)$17.3M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Winnebago market comparison

Largest plan share of assets96%Ho-Chunk, Inc. 401(K) Plan
Participants per plan1,092Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Winnebago

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

  1. 1
    Ho-Chunk, Inc. 401(K) Plan$71.3M
    Ho-Chunk, Inc. · 2023
  2. 2
    Winnebago Tribe Of Nebraska Commercial Enterprise Retirement Plan$3.1M
    Winnebago Tribe Of Nebraska · 2023
  3. 3
    Ho-Chunk, Inc. Basic Life And Ad&Dnot reported in the loaded dataset
    Ho-Chunk, Inc. · 2023
  4. 4
    Ho-Chunk, Inc. Dental And Vision Plannot reported in the loaded dataset
    Ho-Chunk, Inc. · 2023
  5. 5
    Ho-Chunk, Inc. Fsanot reported in the loaded dataset
    Ho-Chunk, Inc. · 2023

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

Related Form 5500 pages