The Egg Retirement Plan — Form 5500 plan (Wabash Valley Produce Inc.)

Plain-English plan 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, The Egg Retirement Plan is a benefit plan reported by Wabash Valley Produce Inc. under EIN 35-1115109 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $25,576,415 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.6MPlan net assets, end of year$25,576,415
Participants396Covered participants reported
Assets / participant$64.6KComputed: assets ÷ participants$64,587 (computed)
Provider compensationNone reported
Plan sponsor
Wabash Valley Produce Inc.
EIN
35-1115109
Plan number
001
Plan type
3
Location
Dubois, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023396H20241009081835NAL0009034755001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25.6M total assets
Net assets$25.6MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$772.1K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$25,576,415
Total liabilities (EOY)
$0
Net assets (EOY)
$25,576,415
Net assets (BOY)
$22,998,325

Income & contributions

Employer contributions
$772,088
Participant contributions
$1,221,536
Total contributions
$2,220,960
Total income / additions
$5,024,050

Expenses & distributions

Benefits paid
$2,442,821
Administrative expenses
$3,139
Total expenses
$2,445,960
Net increase / (decrease)
$2,578,090
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income49%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages