Plan5500

Yankton, SD 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, Yankton, SD has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $203,581,750 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

What stands out in Yankton

  • 9 loaded plans hold $203.6M in reported assets across 6 sponsors.
  • The largest, Yankton Medical Clinic P.C. Profit Sharing Plan & Trust, holds 46% of reported Yankton plan assets.
  • Plans cover 2,778 participants — about 309 per plan.
  • 44% of loaded plans report full Schedule H/I financial statements.
  • 44% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$203.6MSummed across loaded plans$203,581,750
Total reported assets$203.6M$203,581,750
Total reported participants2.8K2,778
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$203.6M total assets
Net assets$203.6MLiabilities$0
Contributions & income
Employer contributions$6.4M
Participant contributions$5.6M
Total income / additions$42.9M
Expenses & distributions
Benefits paid / distributions$12.2M
Total expenses$12.4M
Net increase / (decrease)$30.6M

Data coverage

Plans with financial statements4 / 9 (44%)
Plans with provider compensation4 / 9 (44%)

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

Yankton market comparison

Largest plan share of assets46%Yankton Medical Clinic P.C. Profit Sharing Plan & Trust
Participants per plan309Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Yankton

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

  1. 1
    Yankton Medical Clinic P.C. Profit Sharing Plan & Trust$93.6M
    Yankton Medical Clinic P.C. · 2023
  2. 2
    First Dakota Financial Corporation 401(K) Plan$79M
    First Dakota Financial Corporation · 2023
  3. 3
    Shur-Co, LLC 401(K) Plan$19.9M
    Shur-Co, LLC · 2023
  4. 4
    Lewis & Clark Behavioral Health Services, Inc. Safe Harbor 401(K) Plan$11.1M
    Lewis & Clark Behavioral Health Services, Inc. · 2023
  5. 5
    First Dakota National Bank Health And Welfare Plannot reported in the loaded dataset
    First Dakota National Bank · 2023
  6. 6
    Lewis Clark Behavioral Healthnot reported in the loaded dataset
    Lewis Clark Behavioral Health · 2023
  7. 7
    Applied Engineering Group Insurance Plannot reported in the loaded dataset
    Applied Engineering, Inc. · 2023
  8. 8
    Yankton Medical Clinic, P.C. Employee Benefits Plannot reported in the loaded dataset
    Yankton Medical Clinic, P.C. · 2023
  9. 9
    Shur-Co Employee Medical Dental Life And Disability Benefit Plannot reported in the loaded dataset
    Shur Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Yankton, SD?
9 plan(s) reported by 6 sponsor(s) are loaded for Yankton, SD.

Related Form 5500 pages