Plan5500

Darien, 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, Darien, WI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,823,240 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
2
Latest filing year
2023

What stands out in Darien

  • 4 loaded plans hold $5.8M in reported assets across 2 sponsors.
  • The largest, Royal Basket Truck Inc. 401(K) Profit Sharing Plan & Trust, holds 94% of reported Darien plan assets.
  • Plans cover 445 participants — about 111 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.8MSummed across loaded plans$5,823,240
Total reported assets$5.8M$5,823,240
Total reported participants445
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.8M total assets
Net assets$5.8MLiabilities$0
Contributions & income
Employer contributions$362.5K
Participant contributions$351.6K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$463.8K
Total expenses$479.7K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Darien market comparison

Largest plan share of assets94%Royal Basket Truck Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan111Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Darien

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

  1. 1
    Royal Basket Truck Inc. 401(K) Profit Sharing Plan & Trust$5.4M
    Royal Basket Trucks Inc. · 2023
  2. 2
    Cvterpstra 401k$376.7K
    Cvterpstra & Family Inc. · 2023
  3. 3
    Royal Basket Trucks Inc Life And Disability Plannot reported in the loaded dataset
    Royal Basket Trucks Inc · 2023
  4. 4
    Royal Basket Trucks Inc. Health And Dental Plannot reported in the loaded dataset
    Royal Basket Trucks Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages