Plan5500

Bristol, 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, Bristol, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $789,078 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 Bristol

  • 2 loaded plans hold $789.1K in reported assets across 2 sponsors.
  • The largest, Sdja Inc. Retirement Plan, holds 58% of reported Bristol plan assets.
  • Plans cover 81 participants — about 41 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$788.9KSummed across loaded plans$788,905
Total reported assets$789.1K$789,078
Total reported participants81
Total reported liabilities$173

Reported net position

Reported assets = net assets + liabilities (summed)$789.1K total assets
Net assets$788.9KLiabilities$173
Contributions & income
Employer contributions$4.7K
Participant contributions$4.7K
Total income / additions$76.2K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$2.3K
Net increase / (decrease)$73.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Bristol market comparison

Largest plan share of assets58%Sdja Inc. Retirement Plan
Participants per plan41Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bristol

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

  1. 1
    Sdja Inc. Retirement Plan$460.7K
    Sdja Inc. · 2023
  2. 2
    Dj Miller Investments Retirement Plan$328.3K
    Dj Miller Investments, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages