Allenton, WI 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, Allenton, WI has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $66,893,785 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $66,893,785
- Total reported net assets (EOY)
- $66,893,785
Contributions & income
- Employer contributions
- $1,155,804
- Participant contributions
- $3,542,364
- Total income / additions
- $13,927,871
Expenses & distributions
- Benefits paid / distributions
- $7,983,524
- Total expenses
- $8,127,220
- Net increase / (decrease)
- $5,800,651
Coverage
- Total reported participants
- 2,936
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Allenton, WI 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Wb Holdings, Inc. 401(K) Plan | Wb Holdings, Inc. | $31,907,607 | 2023 |
| Maysteel Industries, LLC 401(K) Retirement Savings Plan | Maysteel Industries, LLC | $27,376,740 | 2023 |
| Jack Walters & Sons Corp. 401(K) Retirement Savings Plan | Jack Walters & Sons Corp. | $7,609,438 | 2023 |
| Maysteel Industries, LLC Wrap Benefit Plan | Maysteel Industries, LLC | not reported in the loaded dataset | 2023 |
| Wb Holdings Inc Fsa Plan | Wb Holdings Inc | not reported in the loaded dataset | 2023 |
| Jack Walters & Sons, Corp. Group Health And Welfare Benefit Plan | Jack Walters & Sons, Corp. | not reported in the loaded dataset | 2023 |
| Wb Holdings Welfare Benefit Plan | Wb Holdings Inc | not reported in the loaded dataset | 2023 |
Largest plans in Allenton → · Allenton plans by participants → · Allenton plans with financial data → · Allenton plans with provider compensation → · $1B+ plans in Allenton →
Related Form 5500 pages
- All WI Form 5500 filings
- Wb Holdings, Inc. 401(K) Plan (plan 003)
- Wb Holdings, Inc. — all reported plans
- Maysteel Industries, LLC 401(K) Retirement Savings Plan (plan 001)
- Maysteel Industries, LLC — all reported plans
- Jack Walters & Sons Corp. 401(K) Retirement Savings Plan (plan 001)
- Jack Walters & Sons Corp. — all reported plans
- Maysteel Industries, LLC Wrap Benefit Plan (plan 501)
- Wb Holdings Inc Fsa Plan (plan 501)
- Jack Walters & Sons, Corp. Group Health And Welfare Benefit Plan (plan 502)
- Wb Holdings Welfare Benefit Plan (plan 502)
- Methodology
- Data sources