Ritchie Industries, Inc. — 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, Ritchie Industries, Inc. (EIN 42-1147837) is a plan sponsor located in Conrad, IA with 1 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
42-1147837
Location
Conrad, IA
Loaded plans
1
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 Ritchie Industries, Inc.

  • 1 loaded plans hold $31.6M in reported assets.
  • The largest, Ritchie Industries, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 21 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.9MSummed across loaded plans$18,871,936
Total reported assets$31.6M$31,553,941
Total reported participants21
Total reported liabilities$12.7M$12,682,005

Reported net position

Reported assets = net assets + liabilities (summed)$31.6M total assets
Net assets$18.9MLiabilities$12.7M
Contributions & income
Employer contributions$649.8K
Participant contributions$0
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$659.1K
Total expenses$980K
Net increase / (decrease)$7.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Ritchie Industries, Inc. Employee Stock Ownership Plan
Participants per plan21Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 21 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ritchie Industries, Inc.. Open one for its full reported snapshot.

  1. 2023
    Ritchie Industries, Inc. Employee Stock Ownership Plan21 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ritchie Industries, Inc. report on Form 5500?
Ritchie Industries, Inc. (EIN 42-1147837) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ritchie Industries, Inc.?
The Employer Identification Number (EIN) reported for Ritchie Industries, Inc. is 42-1147837.
What is the latest Form 5500 filing year for Ritchie Industries, Inc.?
The latest loaded Form 5500 filing year for Ritchie Industries, Inc. is 2023.

Related Form 5500 pages