Beaver Dam, 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, Beaver Dam, WI has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $109,292,936 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $109,292,936
- Total reported liabilities (EOY)
- $611,619
- Total reported net assets (EOY)
- $108,681,317
Contributions & income
- Employer contributions
- $1,958,329
- Participant contributions
- $3,846,118
- Total income / additions
- $26,959,909
Expenses & distributions
- Benefits paid / distributions
- $15,082,747
- Total expenses
- $15,308,625
- Net increase / (decrease)
- $11,651,284
Coverage
- Total reported participants
- 1,959
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beaver Dam, 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 |
|---|---|---|---|
| United Cooperative 401(K) Plan | United Cooperative | $63,986,545 | 2023 |
| Neuman Pools, Inc. 401(K) Retirement Plan | Neuman Pools, Inc. | $20,235,008 | 2023 |
| Conley Publishing Group, Ltd. 401(K) Savings Plan | Conley Publishing Group, Ltd. | $7,495,832 | 2023 |
| Kirsh Foundry Savings For Retirement Plan | Kirsh Foundry, Inc. | $7,458,145 | 2023 |
| The American National Bank Of Beaver Dam Employee Stock Ownership Plan | American National Bank Of Beaver Dam | $5,878,895 | 2023 |
| Wayland Academy Retirement Plan | Wayland Academy | $3,769,071 | 2023 |
| Northwoods Casket Company, Inc. Retirement Plan | Northwoods Casket Company, Inc. | $469,440 | 2023 |
| Dale R. Alt D.C., S.C. Profit Sharing Plan And Trust | Dale R. Alt D.C., S.C. | $0 | 2023 |
| Richards Agency, Inc. Employee Stock Ownership Plan | Richards Agency, Inc. | $0 | 2023 |
| Neuman Pools, Inc. Wrap Plan | Neuman Pools, Inc. | not reported in the loaded dataset | 2023 |
| United Cooperative Fsa | United Cooperative | not reported in the loaded dataset | 2023 |
| Apache Stainless Equipment Corp. Health & Welfare Benefit Plan | Apache Stainless Equipment Corp | not reported in the loaded dataset | 2023 |
| Animart, LLC Wrap Plan | Animart, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Beaver Dam → · Beaver Dam plans by participants → · Beaver Dam plans with financial data → · Beaver Dam plans with provider compensation → · $1B+ plans in Beaver Dam →
Related Form 5500 pages
- All WI Form 5500 filings
- United Cooperative 401(K) Plan (plan 002)
- United Cooperative — all reported plans
- Neuman Pools, Inc. 401(K) Retirement Plan (plan 001)
- Neuman Pools, Inc. — all reported plans
- Conley Publishing Group, Ltd. 401(K) Savings Plan (plan 001)
- Conley Publishing Group, Ltd. — all reported plans
- Kirsh Foundry Savings For Retirement Plan (plan 003)
- Kirsh Foundry, Inc. — all reported plans
- The American National Bank Of Beaver Dam Employee Stock Ownership Plan (plan 003)
- American National Bank Of Beaver Dam — all reported plans
- Wayland Academy Retirement Plan (plan 004)
- Wayland Academy — all reported plans
- Northwoods Casket Company, Inc. Retirement Plan (plan 001)
- Northwoods Casket Company, Inc. — all reported plans
- Dale R. Alt D.C., S.C. Profit Sharing Plan And Trust (plan 001)
- Dale R. Alt D.C., S.C. — all reported plans
- Richards Agency, Inc. Employee Stock Ownership Plan (plan 003)
- Richards Agency, Inc. — all reported plans
- Neuman Pools, Inc. Wrap Plan (plan 502)
- United Cooperative Fsa (plan 505)
- Apache Stainless Equipment Corp. Health & Welfare Benefit Plan (plan 502)
- Apache Stainless Equipment Corp — all reported plans
- Animart, LLC Wrap Plan (plan 501)
- Animart, LLC — all reported plans
- Methodology
- Data sources