Appleton, 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, Appleton, WI has 152 loaded benefit plan(s) reported by 91 plan sponsor(s), with $2,692,315,020 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 152
- Plan sponsors
- 91
- Total reported assets (EOY)
- $2,692,315,020
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| U.S. Venture 401(K) Retirement Savings Plan | U.S. Venture, Inc. | $348,211,635 | 2023 |
| Great Northern Corporation Retirement Savings Plan | Great Northern Corporation | $305,601,877 | 2023 |
| Agropur Inc. 401(K) Retirement Savings Plan | Agropur Inc. | $213,455,440 | 2023 |
| Pierce Manufacturing Inc. Pension Plan | Pierce Manufacturing, Inc. | $146,769,908 | 2023 |
| Fleet Farm 401(K)Plan | Fleet Farm Wholesale Supply Company, LLC | $140,137,584 | 2023 |
| The Boldt Company'S Retirement Plan | The Boldt Group Inc | $134,485,828 | 2023 |
| Russel Metals Inc. U.S. Retirement Savings Plan | Russel Metals Inc. | $109,534,301 | 2023 |
| Air Wisconsin Pilots 401(K) Plan | Air Wisconsin Airlines LLC | $108,891,412 | 2023 |
| The Boldt Group, Inc. Employee Stock Ownership Plan | The Boldt Group, Inc. | $84,631,075 | 2023 |
| Community First Credit Union Defined Benefit Plan And Trust | Community First Credit Union | $78,390,019 | 2023 |
| Appvion, LLC Retirement Savings Plan | Appvion, LLC | $72,198,818 | 2023 |
| Van Hoof Companies Retirement And Savings Plan | Warehouse Specialists, LLC | $63,405,086 | 2023 |
| Werner Electric Supply Co. 401(K) Profit Sharing Plan | Werner Electric Supply Co. | $62,065,522 | 2023 |
| Air Wisconsin Airlines Savings Plan | Air Wisconsin Airlines LLC | $55,838,126 | 2023 |
| Primary Care Associates Of Appleton, Ltd. Employees 401(K) Savings Plan | Primary Care Associates Of Appleton, Ltd. | $51,295,552 | 2023 |
| Cmd Corporation'S Employee Savings And Retirement Plan | Cmd Corporation | $50,293,846 | 2023 |
| Fox Communities Credit Union Capital Accumulation Plan | Fox Communities Credit Union | $47,045,935 | 2023 |
| Mcc, Inc. 401(K) Profit Sharing Plan | Mcc, Inc. | $36,901,553 | 2023 |
| Totalmed Staffing, Inc. 401(K) Profit Sharing Plan And Trust | Totalmed Staffing, Inc. | $33,962,073 | 2023 |
| Dixon Ticonderoga Company Union Employees Retirement Plan #2 | Dixon Ticonderoga Company | $29,999,862 | 2023 |
| Dixon Ticonderoga Company 401(K) Plan | Dixon Ticonderoga Company | $28,335,604 | 2023 |
| Suburban Enterprises, Inc. Employee Stock Ownership Plan | Suburban Enterprises, Inc. | $26,923,124 | 2023 |
| Iamaw Local No. 2575 - Air Wisconsin Airlines Retirement Plan And Trust | Air Wisconsin Airlines LLC | $25,729,589 | 2023 |
| Hand To Shoulder Center Of Wisconsin 401(K) Profit Sharing Plan | Hand To Shoulder Center Of Wisconsin, Ltd. | $24,985,904 | 2023 |
| Neurospine Center Of Wisconsin, S.C. 401k Profit Sharing Plan | Neurospine Center Of Wisconsin, Sc | $22,429,146 | 2023 |
Largest plans in Appleton → · Appleton plans with financial data → · $1B+ plans in Appleton → · Providers by reported compensation →
Related Form 5500 pages
- All WI Form 5500 filings
- U.S. Venture 401(K) Retirement Savings Plan (plan 001)
- U.S. Venture, Inc. — all reported plans
- Great Northern Corporation Retirement Savings Plan (plan 001)
- Great Northern Corporation — all reported plans
- Agropur Inc. 401(K) Retirement Savings Plan (plan 002)
- Agropur Inc. — all reported plans
- Pierce Manufacturing Inc. Pension Plan (plan 001)
- Pierce Manufacturing, Inc. — all reported plans
- Fleet Farm 401(K)Plan (plan 002)
- Fleet Farm Wholesale Supply Company, LLC — all reported plans
- The Boldt Company'S Retirement Plan (plan 001)
- The Boldt Group Inc — all reported plans
- Russel Metals Inc. U.S. Retirement Savings Plan (plan 001)
- Russel Metals Inc. — all reported plans
- Air Wisconsin Pilots 401(K) Plan (plan 007)
- Air Wisconsin Airlines LLC — all reported plans
- The Boldt Group, Inc. Employee Stock Ownership Plan (plan 002)
- Community First Credit Union Defined Benefit Plan And Trust (plan 001)
- Community First Credit Union — all reported plans
- Appvion, LLC Retirement Savings Plan (plan 001)
- Appvion, LLC — all reported plans
- Van Hoof Companies Retirement And Savings Plan (plan 001)
- Warehouse Specialists, LLC — all reported plans
- Werner Electric Supply Co. 401(K) Profit Sharing Plan (plan 001)
- Werner Electric Supply Co. — all reported plans
- Air Wisconsin Airlines Savings Plan (plan 006)
- Primary Care Associates Of Appleton, Ltd. Employees 401(K) Savings Plan (plan 001)
- Primary Care Associates Of Appleton, Ltd. — all reported plans
- Methodology
- Data sources