Cottage Grove, 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, Cottage Grove, WI has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $296,397,813 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $296,397,813
- Total reported liabilities (EOY)
- $23,693,267
- Total reported net assets (EOY)
- $272,704,546
Contributions & income
- Employer contributions
- $12,261,171
- Participant contributions
- $10,220,277
- Total income / additions
- $68,988,303
Expenses & distributions
- Benefits paid / distributions
- $20,321,579
- Total expenses
- $21,773,357
- Net increase / (decrease)
- $47,214,946
Coverage
- Total reported participants
- 6,725
- Plans with financial statements
- 7
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cottage Grove, 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 |
|---|---|---|---|
| Shared Medical Services Employee Stock Ownership Plan | Shared Medical Services, Inc. | $85,681,598 | 2023 |
| Jht 401(K) Plan | Johnson Health Tech North America, Inc. | $67,671,646 | 2023 |
| Co-Op 401(K) Plan | Landmark Services Cooperative | $62,377,007 | 2023 |
| Sms Retirement Savings Plan | Northern Shared Medical Services, Inc. | $45,484,703 | 2023 |
| Summit Credit Union Retirement Pension Plan | Summit Credit Union | $20,914,662 | 2023 |
| Pfs Corporation Employee Stock Ownership Plan | Pfs Corporation | $9,226,653 | 2023 |
| Alternative Continuum Of Care, LLC 401(K) Profit Sharing Plan | Oak Park Nursing And Rehab Center, LLC | $5,041,544 | 2023 |
| Summit Credit Union Wrap Plan | Summit Credit Union | not reported in the loaded dataset | 2023 |
| Johnson Health Tech North America, Inc. Employee Benefits Plan | Johnson Health Tech North America, Inc. | not reported in the loaded dataset | 2023 |
| Shared Medical Services, Inc. Employee Benefits Plan | Shared Medical Services, Inc. | not reported in the loaded dataset | 2023 |
| Johnson Health Tech Retail, Inc.Employee Benefits Plan | Johnson Health Tech Retail, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Cottage Grove → · Cottage Grove plans by participants → · Cottage Grove plans with financial data → · Cottage Grove plans with provider compensation → · $1B+ plans in Cottage Grove →
Related Form 5500 pages
- All WI Form 5500 filings
- Shared Medical Services Employee Stock Ownership Plan (plan 002)
- Shared Medical Services, Inc. — all reported plans
- Jht 401(K) Plan (plan 002)
- Johnson Health Tech North America, Inc. — all reported plans
- Co-Op 401(K) Plan (plan 001)
- Landmark Services Cooperative — all reported plans
- Sms Retirement Savings Plan (plan 001)
- Summit Credit Union Retirement Pension Plan (plan 001)
- Summit Credit Union — all reported plans
- Pfs Corporation Employee Stock Ownership Plan (plan 004)
- Pfs Corporation — all reported plans
- Alternative Continuum Of Care, LLC 401(K) Profit Sharing Plan (plan 001)
- Oak Park Nursing And Rehab Center, LLC — all reported plans
- Summit Credit Union Wrap Plan (plan 510)
- Johnson Health Tech North America, Inc. Employee Benefits Plan (plan 501)
- Shared Medical Services, Inc. Employee Benefits Plan (plan 501)
- Johnson Health Tech Retail, Inc.Employee Benefits Plan (plan 502)
- Johnson Health Tech Retail, Inc. — all reported plans
- Methodology
- Data sources