De Pere, 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, De Pere, WI has 42 loaded benefit plan(s) reported by 25 plan sponsor(s), with $607,524,437 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 42
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $607,524,437
- Total reported liabilities (EOY)
- $68,402,620
- Total reported net assets (EOY)
- $539,121,817
Contributions & income
- Employer contributions
- $15,936,969
- Participant contributions
- $23,988,528
- Total income / additions
- $248,755,237
Expenses & distributions
- Benefits paid / distributions
- $30,392,794
- Total expenses
- $34,286,825
- Net increase / (decrease)
- $214,468,412
Coverage
- Total reported participants
- 15,197
- Plans with financial statements
- 20
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for De Pere, 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 |
|---|---|---|---|
| Belmark Employees' Retirement Savings Plan And Trust | Belmark, Inc. | $158,552,143 | 2023 |
| Foth & Van Dyke, LLC 401(K) Retirement Savings Plan | Foth & Van Dyke, LLC | $154,823,655 | 2023 |
| Robinson Inc. Esop Plan & Trust | Robinson, Inc. | $149,015,567 | 2023 |
| Valley Cabinet, Inc. Employees' Profit Sharing And Retirement Savings Plan | Valley Cabinet, Inc. | $37,792,125 | 2023 |
| Jones Sign Co., Inc. 401(K) Plan And Trust | Jones Sign Co., Inc. | $29,048,290 | 2023 |
| The Lawton Standard Co. 401(K) Ret Plan | Specialty Metals Holdco, LLC | $15,750,034 | 2023 |
| Fytertech Nonwovens, LLC 401k Retirement Savings Plan | Fytertech Nonwovens, LLC | $10,106,166 | 2023 |
| Transport Refrigeration Inc. 401(K) Profit Sharing Plan | Transport Refrigeration Inc. | $9,483,197 | 2023 |
| De Pere Foundry, Inc. 2015 Amended And Restated Employee Stock Ownership Plan | Depere Foundry, Inc. | $8,734,872 | 2023 |
| Romo, Inc. 401(K) Plan | Romo, Inc. | $8,293,853 | 2023 |
| Kay Beer Distributing, Inc.401(K) Profit Sharing Plan &Trust | Kay Beer Distributing, Inc. | $6,591,277 | 2023 |
| Velocity Machine, Inc. 401(K) Retirement Plan | Velocity Machine, Inc. | $5,877,525 | 2023 |
| Jack Schroeder And Associates, LLC 401 (K) Plan | Jack Schroeder And Associates, LLC | $4,963,894 | 2023 |
| Amerilux International LLC 401(K) Profit Sharing Plan | Amerilux International LLC | $3,469,226 | 2023 |
| Pechman Investments LLC Profit Sharing Plan And Trust | Pechman Investments LLC | $2,189,635 | 2023 |
| Sierra Coating Technologies, LLC 401(K) Plan | Sierra Coating Technologies, LLC | $1,254,715 | 2023 |
| Discovery Health 401k | Discovery Health Healing Center, Inc. | $781,578 | 2023 |
| Assisted Living By Hillcrest LLC 401(K) Profit Sharing Plan And Trust | Assisted Living By Hillcrest LLC | $316,429 | 2023 |
| Confluence Business Ventures, Inc. 401(K) Plan | Confluence Business Ventures, Inc. | $314,453 | 2023 |
| 3e Ventures Inc. 401(K) Plan | 3e Ventures Inc. | $165,803 | 2023 |
| The Lawton Standard Co Life And Ad&D Plan | Specialty Metals Hold Co Dba The Lawton Standard Co | not reported in the loaded dataset | 2023 |
| The Lawton Standard Co Long Term Disability Plan | Specialty Metals Hold Co Dba The Lawton Standard Co | not reported in the loaded dataset | 2023 |
| Value Added Distributors Welfare Benefit Plan | Value Added Distributors LLC | not reported in the loaded dataset | 2023 |
| Infinity Machine & Engineering Corp. Welfare Benefits | Infinity Machine & Engineering Corp. | not reported in the loaded dataset | 2023 |
| Amerilux International Wrap Plan | Amerilux International, LLC | not reported in the loaded dataset | 2023 |
Largest plans in De Pere → · De Pere plans by participants → · De Pere plans with financial data → · De Pere plans with provider compensation → · $1B+ plans in De Pere →
Related Form 5500 pages
- All WI Form 5500 filings
- Belmark Employees' Retirement Savings Plan And Trust (plan 001)
- Belmark, Inc. — all reported plans
- Foth & Van Dyke, LLC 401(K) Retirement Savings Plan (plan 001)
- Foth & Van Dyke, LLC — all reported plans
- Robinson Inc. Esop Plan & Trust (plan 002)
- Robinson, Inc. — all reported plans
- Valley Cabinet, Inc. Employees' Profit Sharing And Retirement Savings Plan (plan 001)
- Valley Cabinet, Inc. — all reported plans
- Jones Sign Co., Inc. 401(K) Plan And Trust (plan 001)
- Jones Sign Co., Inc. — all reported plans
- The Lawton Standard Co. 401(K) Ret Plan (plan 001)
- Specialty Metals Holdco, LLC — all reported plans
- Fytertech Nonwovens, LLC 401k Retirement Savings Plan (plan 001)
- Fytertech Nonwovens, LLC — all reported plans
- Transport Refrigeration Inc. 401(K) Profit Sharing Plan (plan 002)
- Transport Refrigeration Inc. — all reported plans
- De Pere Foundry, Inc. 2015 Amended And Restated Employee Stock Ownership Plan (plan 002)
- Depere Foundry, Inc. — all reported plans
- Romo, Inc. 401(K) Plan (plan 001)
- Romo, Inc. — all reported plans
- Kay Beer Distributing, Inc.401(K) Profit Sharing Plan &Trust (plan 001)
- Kay Beer Distributing, Inc. — all reported plans
- Velocity Machine, Inc. 401(K) Retirement Plan (plan 001)
- Velocity Machine, Inc. — all reported plans
- Jack Schroeder And Associates, LLC 401 (K) Plan (plan 001)
- Jack Schroeder And Associates, LLC — all reported plans
- Amerilux International LLC 401(K) Profit Sharing Plan (plan 001)
- Amerilux International LLC — all reported plans
- Pechman Investments LLC Profit Sharing Plan And Trust (plan 001)
- Pechman Investments LLC — all reported plans
- Methodology
- Data sources