Cedarburg, 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, Cedarburg, WI has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $66,715,087 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)
- $66,715,087
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $66,805,909
Contributions & income
- Employer contributions
- $1,695,155
- Participant contributions
- $3,897,514
- Total income / additions
- $19,415,813
Expenses & distributions
- Benefits paid / distributions
- $10,237,007
- Total expenses
- $10,491,634
- Net increase / (decrease)
- $8,924,179
Coverage
- Total reported participants
- 1,221
- Plans with financial statements
- 10
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cedarburg, 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 |
|---|---|---|---|
| Carlson Tool & Manufacturing Corp. Employees' Profit Sharing And 401(K) Plan | Carlson Tool & Manufacturing Corp. | $25,754,645 | 2023 |
| Wilo Usa LLC Retirement Plan | Wilo Usa LLC | $24,294,735 | 2023 |
| Cedar Crest Specialties, Inc. Retirement Savings Plan | Cedar Crest Specialties, Inc. | $8,749,913 | 2023 |
| Wi Psychiatric Services Ltd Money Purchase Pension Plan | Wisconsin Psychiatric Services Ltd | $2,872,597 | 2023 |
| Wi Psychiatric Services Ltd. Profit Sharing Plan | Wisconsin Psychiatric Services Ltd | $2,630,676 | 2023 |
| Mueller Funeral Homes Of Ozaukee County, Inc. Retirement Plan | Mueller Funeral Homes Of Ozaukee County, Inc. | $1,403,897 | 2023 |
| Robert L Samse Multiline Insurance Agency | Robert L Samse Multiline Insurance Agency | $673,482 | 2023 |
| Hidden Glen Golf Club 401(K) Plan | Bentdale Farms, Inc | $335,142 | 2023 |
| Petcare, Inc. 401k Profit Sharing Plan | Petcare, Inc. | $0 | 2023 |
| Nial S. Peterson, D.D.S. 401(K) Profit Sharing Plan And Trust | Nial S. Peterson, D.D.S. | $0 | 2023 |
| Unbolt, Inc Wrap Plan | Unbolt, Inc | not reported in the loaded dataset | 2023 |
| Ataco Steel Products Corporation Employees Group Insurance Plan | Ataco Steel Products Corporation | not reported in the loaded dataset | 2023 |
| Carlson Tool & Manufacturing Corporation Welfare Benefits Plan | Carlson Tool & Manufacturing Corp. | not reported in the loaded dataset | 2023 |
Largest plans in Cedarburg → · Cedarburg plans by participants → · Cedarburg plans with financial data → · Cedarburg plans with provider compensation → · $1B+ plans in Cedarburg →
Related Form 5500 pages
- All WI Form 5500 filings
- Carlson Tool & Manufacturing Corp. Employees' Profit Sharing And 401(K) Plan (plan 001)
- Carlson Tool & Manufacturing Corp. — all reported plans
- Wilo Usa LLC Retirement Plan (plan 001)
- Wilo Usa LLC — all reported plans
- Cedar Crest Specialties, Inc. Retirement Savings Plan (plan 001)
- Cedar Crest Specialties, Inc. — all reported plans
- Wi Psychiatric Services Ltd Money Purchase Pension Plan (plan 001)
- Wisconsin Psychiatric Services Ltd — all reported plans
- Wi Psychiatric Services Ltd. Profit Sharing Plan (plan 002)
- Mueller Funeral Homes Of Ozaukee County, Inc. Retirement Plan (plan 001)
- Mueller Funeral Homes Of Ozaukee County, Inc. — all reported plans
- Robert L Samse Multiline Insurance Agency (plan 001)
- Robert L Samse Multiline Insurance Agency — all reported plans
- Hidden Glen Golf Club 401(K) Plan (plan 001)
- Bentdale Farms, Inc — all reported plans
- Petcare, Inc. 401k Profit Sharing Plan (plan 001)
- Petcare, Inc. — all reported plans
- Nial S. Peterson, D.D.S. 401(K) Profit Sharing Plan And Trust (plan 001)
- Nial S. Peterson, D.D.S. — all reported plans
- Unbolt, Inc Wrap Plan (plan 503)
- Unbolt, Inc — all reported plans
- Ataco Steel Products Corporation Employees Group Insurance Plan (plan 501)
- Ataco Steel Products Corporation — all reported plans
- Carlson Tool & Manufacturing Corporation Welfare Benefits Plan (plan 501)
- Methodology
- Data sources