Plan5500

Dale, 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, Dale, WI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,127,655 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
1
Latest filing year
2023

What stands out in Dale

  • 2 loaded plans hold $8.1M in reported assets across 1 sponsors.
  • The largest, Service Motor Company 401k Profit Sharing Plan, holds 100% of reported Dale plan assets.
  • Plans cover 318 participants — about 159 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.1MSummed across loaded plans$8,127,655
Total reported assets$8.1M$8,127,655
Total reported participants318
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.1M total assets
Net assets$8.1MLiabilities$0
Contributions & income
Employer contributions$129.9K
Participant contributions$454.9K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$797.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Dale market comparison

Largest plan share of assets100%Service Motor Company 401k Profit Sharing Plan
Participants per plan159Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Dale

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

  1. 1
    Service Motor Company 401k Profit Sharing Plan$8.1M
    Service Motor Company · 2023
  2. 2
    Service Motor Company Health And Welfarenot reported in the loaded dataset
    Service Motor Company Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dale, WI?
2 plan(s) reported by 1 sponsor(s) are loaded for Dale, WI.

Related Form 5500 pages