Plan5500

Haworth Marketing & Media Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Haworth Marketing & Media Company (EIN 41-0960876) is a plan sponsor located in Minneapolis, MN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0960876
Location
Minneapolis, MN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Haworth Marketing & Media Company

  • 3 loaded plans hold $85.1M in reported assets.
  • The largest, Haworth Marketing & Media Company Employee Stock Ownership Plan, holds 61% of this company's reported plan assets.
  • Plans cover 751 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$83.2MSummed across loaded plans$83,230,611
Total reported assets$85.1M$85,105,611
Total reported participants751
Total reported liabilities$1.9M$1,875,000

Reported net position

Reported assets = net assets + liabilities (summed)$85.1M total assets
Net assets$83.2MLiabilities$1.9M
Contributions & income
Employer contributions$2.2M
Participant contributions$799.9K
Total income / additions$14M
Expenses & distributions
Benefits paid / distributions$12.5M
Total expenses$12.7M
Net increase / (decrease)$1.2M

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 this company's 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

Portfolio comparison

Largest plan share of assets61%Haworth Marketing & Media Company Employee Stock Ownership Plan
Participants per plan250Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Haworth Marketing & Media Company Employee Stock Ownership Plan$52.2M
    Plan #003 · 359 participants · 2023
  2. 2
    Haworth Marketing + Media 401(K) Savings Plan$32.9M
    Plan #001 · 287 participants · 2023
  3. 3
    Haworth Marketing & Media Co. Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #505 · 105 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Haworth Marketing & Media Company. Open one for its full reported snapshot.

  1. 2023
    Haworth Marketing & Media Co. Health & Welfare Benefits Plan105 participants · 2No schedules
    View filing →
  2. 2023
    Haworth Marketing & Media Company Employee Stock Ownership Plan359 participants · 2Sch H
    View filing →
  3. 2023
    Haworth Marketing + Media 401(K) Savings Plan287 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Haworth Marketing & Media Company report on Form 5500?
Haworth Marketing & Media Company (EIN 41-0960876) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Haworth Marketing & Media Company?
The Employer Identification Number (EIN) reported for Haworth Marketing & Media Company is 41-0960876.
What is the latest Form 5500 filing year for Haworth Marketing & Media Company?
The latest loaded Form 5500 filing year for Haworth Marketing & Media Company is 2023.

Related Form 5500 pages