Plan5500

Barron, 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, Barron, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,779,700 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Barron

  • 2 loaded plans hold $9.8M in reported assets across 2 sponsors.
  • The largest, Swant-Graber Retirement Plan, holds 62% of reported Barron plan assets.
  • Plans cover 326 participants — about 163 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.8MSummed across loaded plans$9,779,700
Total reported assets$9.8M$9,779,700
Total reported participants326
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.8M total assets
Net assets$9.8MLiabilities$0
Contributions & income
Employer contributions$130.9K
Participant contributions$497.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$391.4K
Total expenses$393K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Barron market comparison

Largest plan share of assets62%Swant-Graber Retirement Plan
Participants per plan163Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Barron

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

  1. 1
    Swant-Graber Retirement Plan$6.1M
    Our Family I, LLC · 2023
  2. 2
    Senior Management, Inc. 401(K) Retirement Plan$3.7M
    Senior Management, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages