Plan5500

Barneveld, 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, Barneveld, WI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $92,130,266 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Barneveld

  • 4 loaded plans hold $92.1M in reported assets across 2 sponsors.
  • The largest, Flywheel Employee Stock Ownership Plan, holds 38% of reported Barneveld plan assets.
  • Plans cover 1,583 participants — about 396 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$58.4MSummed across loaded plans$58,410,296
Total reported assets$92.1M$92,130,266
Total reported participants1.6K1,583
Total reported liabilities$33.7M$33,719,970

Reported net position

Reported assets = net assets + liabilities (summed)$92.1M total assets
Net assets$58.4MLiabilities$33.7M
Contributions & income
Employer contributions$5.3M
Participant contributions$2.1M
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$642.7K
Total expenses$1.4M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Barneveld, 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.

Computed from loaded plans

Barneveld market comparison

Largest plan share of assets38%Flywheel Employee Stock Ownership Plan
Participants per plan396Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Barneveld

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Flywheel Employee Stock Ownership Plan$35.3M
    Buffalo Holding Company · 2023
  2. 2
    Flywheel Employee Stock Ownership Plan$35.3M
    Buffalo Holding Company · 2023
  3. 3
    Sheltered Wings, Inc. 401(K) Plan$21.5M
    Sheltered Wings, Inc. · 2023
  4. 4
    Sheltered Wings, Inc. Employee Benefits Plannot reported in the loaded dataset
    Sheltered Wings, Inc. · 2023

Largest plans in Barneveld → · Barneveld plans by participants → · Barneveld plans with financial data → · Barneveld plans with provider compensation → · $1B+ plans in Barneveld →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Barneveld, WI?
4 plan(s) reported by 2 sponsor(s) are loaded for Barneveld, WI.

Related Form 5500 pages