Ashland, 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, Ashland, WI has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $251,196,750 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $251,196,750
- Total reported liabilities (EOY)
- $41,939
- Total reported net assets (EOY)
- $251,154,811
Contributions & income
- Employer contributions
- $5,786,568
- Participant contributions
- $10,614,707
- Total income / additions
- $52,936,193
Expenses & distributions
- Benefits paid / distributions
- $14,451,527
- Total expenses
- $14,862,553
- Net increase / (decrease)
- $38,073,640
Coverage
- Total reported participants
- 4,193
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ashland, 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 |
|---|---|---|---|
| Regional Enterprises, Inc. 403(B) Plan | Regional Enterprises, Inc. | $118,710,083 | 2023 |
| C.G. Bretting Manufacturing Company, Inc. 401(K) Profit Sharing Plan | C.G. Bretting Manufacturing Company, Inc. | $80,819,701 | 2023 |
| C.G. Bretting Manufacturing Company, Inc. Union Employees 401(K) Savings Plan | C.G. Bretting Manufacturing Company, Inc. | $29,441,824 | 2023 |
| Northern Clearing 401(K) Plan | Northern Clearing Inc. | $22,185,580 | 2023 |
| Jz Development Corp 401(K) Plan | Jz Development Corp | $39,562 | 2023 |
| C.G. Bretting Manufacturing Co., Inc. Welfare Benefit Plan | C.G. Bretting Manufacturing Co., Inc. | not reported in the loaded dataset | 2023 |
| Regional Enterprises, Inc. Health And Welfare Benefit Plan | Regional Enterprises, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Ashland → · Ashland plans by participants → · Ashland plans with financial data → · Ashland plans with provider compensation → · $1B+ plans in Ashland →
Related Form 5500 pages
- All WI Form 5500 filings
- Regional Enterprises, Inc. 403(B) Plan (plan 002)
- Regional Enterprises, Inc. — all reported plans
- C.G. Bretting Manufacturing Company, Inc. 401(K) Profit Sharing Plan (plan 003)
- C.G. Bretting Manufacturing Company, Inc. — all reported plans
- C.G. Bretting Manufacturing Company, Inc. Union Employees 401(K) Savings Plan (plan 004)
- Northern Clearing 401(K) Plan (plan 001)
- Northern Clearing Inc. — all reported plans
- Jz Development Corp 401(K) Plan (plan 001)
- Jz Development Corp — all reported plans
- C.G. Bretting Manufacturing Co., Inc. Welfare Benefit Plan (plan 555)
- Regional Enterprises, Inc. Health And Welfare Benefit Plan (plan 601)
- Methodology
- Data sources