Plan5500

Brown Deer, 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, Brown Deer, WI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $14,838,820 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
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.8MSummed across loaded plans$14,838,820
Total reported assets$14.8M$14,838,820
Total reported participants494
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.8M total assets
Net assets$14.8MLiabilities$0
Contributions & income
Employer contributions$539.4K
Participant contributions$223.8K
Total income / additions$887.1K
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)-$494.8K

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 Brown Deer, 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

Brown Deer market comparison

Largest plan share of assets70%Toto'S Employee Stock Ownership Plan
Participants per plan124Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Brown Deer

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

  1. 1
    Toto'S Employee Stock Ownership Plan$10.4M
    Totos Inc · 2023
  2. 2
    Shorehaven Behavioral Health, Inc Employees Savings Trust$4.1M
    Shorehaven Behavioral Health Inc · 2023
  3. 3
    Qsrv Inc. 401k Plan$300K
    Qsrv Inc. · 2023
  4. 4
    Traffic And Parking Control Company Inc. Health & Welfare Plannot reported in the loaded dataset
    Traffic And Parking Control Company Inc. · 2023

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

Related Form 5500 pages