Altoona, 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, Altoona, WI has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $75,790,663 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $75,790,663
- Total reported liabilities (EOY)
- $2,810,194
- Total reported net assets (EOY)
- $72,980,469
Contributions & income
- Employer contributions
- $2,889,686
- Participant contributions
- $3,547,354
- Total income / additions
- $18,707,912
Expenses & distributions
- Benefits paid / distributions
- $7,473,214
- Total expenses
- $7,718,787
- Net increase / (decrease)
- $10,989,125
Coverage
- Total reported participants
- 1,399
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altoona, 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 |
|---|---|---|---|
| Oakleaf Surgical Hospital LLC Profit Sharing Plan | Oakleaf Surgical Hospital LLC | $22,751,148 | 2023 |
| Bcb-Cmrc-Msc 401(K) Profit Sharing Plan | Management Select, LLC | $15,452,148 | 2023 |
| Nbi, Inc. Profit Sharing And 401(K) Plan | Nbi, Inc. | $14,024,031 | 2023 |
| Group Health Cooperative Of Eau Claire Retirement Plan | Group Health Cooperative Of Eau Claire | $13,036,527 | 2023 |
| Pls Employee Stock Ownership Plan | Productive Living Systems, Inc. | $10,319,071 | 2023 |
| Kare Inc. 401(K) Plan | Kare Inc. | $207,738 | 2023 |
| Kmtsj Inc. Employee Assistance Program | Kmtsj, Inc. | not reported in the loaded dataset | 2023 |
| Kmtsj, Inc. Long-Term Disability And Life Insurance Plan | Kmtsj, Inc. | not reported in the loaded dataset | 2023 |
| Nbi, Inc. Employee Benefit Plan | Nbi, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Altoona → · Altoona plans by participants → · Altoona plans with financial data → · Altoona plans with provider compensation → · $1B+ plans in Altoona →
Related Form 5500 pages
- All WI Form 5500 filings
- Oakleaf Surgical Hospital LLC Profit Sharing Plan (plan 001)
- Oakleaf Surgical Hospital LLC — all reported plans
- Bcb-Cmrc-Msc 401(K) Profit Sharing Plan (plan 001)
- Management Select, LLC — all reported plans
- Nbi, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Nbi, Inc. — all reported plans
- Group Health Cooperative Of Eau Claire Retirement Plan (plan 001)
- Group Health Cooperative Of Eau Claire — all reported plans
- Pls Employee Stock Ownership Plan (plan 003)
- Productive Living Systems, Inc. — all reported plans
- Kare Inc. 401(K) Plan (plan 001)
- Kare Inc. — all reported plans
- Kmtsj Inc. Employee Assistance Program (plan 505)
- Kmtsj, Inc. — all reported plans
- Kmtsj, Inc. Long-Term Disability And Life Insurance Plan (plan 503)
- Nbi, Inc. Employee Benefit Plan (plan 506)
- Methodology
- Data sources