Plan5500

Burlington, 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, Burlington, WI has 19 loaded benefit plan(s) reported by 11 plan sponsor(s), with $191,915,375 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
11
Latest filing year
2023

What stands out in Burlington

  • 19 loaded plans hold $191.9M in reported assets across 11 sponsors.
  • The largest, Lynch Companies 401(K) Savings Plan, holds 38% of reported Burlington plan assets.
  • Plans cover 4,555 participants — about 240 per plan.
  • 58% of loaded plans report full Schedule H/I financial statements.
  • 26% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$191.9MSummed across loaded plans$191,915,375
Total reported assets$191.9M$191,915,375
Total reported participants4.6K4,555
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$191.9M total assets
Net assets$191.9MLiabilities$0
Contributions & income
Employer contributions$5M
Participant contributions$10.8M
Total income / additions$47.7M
Expenses & distributions
Benefits paid / distributions$11.7M
Total expenses$12.3M
Net increase / (decrease)$35.4M

Data coverage

Plans with financial statements11 / 19 (58%)
Plans with provider compensation5 / 19 (26%)

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

Burlington market comparison

Largest plan share of assets38%Lynch Companies 401(K) Savings Plan
Participants per plan240Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Burlington

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

  1. 1
    Lynch Companies 401(K) Savings Plan$72.1M
    Ldv, Inc. · 2023
  2. 2
    Lavelle Industries, Inc. Profit Sharing And 401(K) Savings Plan$41.1M
    Lavelle Industries, Inc. · 2023
  3. 3
    Wisconsin Vision Associates, Inc. 401k Profit Sharing Plan$23.2M
    Wisconsin Vision Associates, Inc. · 2023
  4. 4
    The Elkin Company & Affiliates Profit Sharing Plan$19.2M
    The Elkin Company, LLC · 2023
  5. 5
    Veteran'S Truck Line Inc. 401k/ Employee Profit$12.5M
    Veteran'S Truck Line, Inc. · 2023
  6. 6
    Cannella Response Television 401(K) Plan$11.8M
    Cannella Response Television, LLC · 2023
  7. 7
    The Wanasek Corp. 401(K) Plan$6.4M
    The Wanasek Corporation · 2023
  8. 8
    Cornerstone Communication Inc 401(K) Profit Sharing Plan & Trust$2.5M
    Cornerstone Communication Inc · 2023
  9. 9
    Saylaco Incorporated Profit Sharing Plan & Trust$1.8M
    Saylaco Incorporated · 2023
  10. 10
    Sandalstone Ventures, Inc. 401(K) Profit Sharing Plan$1.1M
    Sandalstone Ventures, Inc. · 2023
  11. 11
    Papa-Bam, Inc. 401(K) Profit Sharing Plan$180.9K
    Papa-Bam, Inc. · 2023
  12. 12
    Veterans Truck Line, Inc Std And Life Plannot reported in the loaded dataset
    Veterans Truck Line, Inc. · 2023
  13. 13
    Veterans Truck Line, Inc. Employee Benefits Programnot reported in the loaded dataset
    Veterans Truck Line, Inc. · 2023
  14. 14
    Lynch Companies Medical, Dental, Life & Disability Plannot reported in the loaded dataset
    Lynch Companies · 2023
  15. 15
    Veteran'S Truck Line, Inc. Short-Term Disability Plannot reported in the loaded dataset
    Veteran'S Truck Line, Inc. · 2023
  16. 16
    Wisconsin Vision Associates, Inc. Section 105 Health Reimbursement Arrangement Plannot reported in the loaded dataset
    Wisconsin Vision Associates, Inc. · 2023
  17. 17
    Veteran'S Truck Line, Inc. Health Plannot reported in the loaded dataset
    Veteran'S Truck Line, Inc. · 2023
  18. 18
    Veteran'S Truck Line, Inc. Health Reimbursement Plannot reported in the loaded dataset
    Veterans Truck Line, Inc. · 2023
  19. 19
    Lavelle Industries, Inc Health And Welfare Benefit Plannot reported in the loaded dataset
    Lavelle Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Burlington, WI?
19 plan(s) reported by 11 sponsor(s) are loaded for Burlington, WI.

Related Form 5500 pages