Plan5500

Delafield, 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, Delafield, WI has 14 loaded benefit plan(s) reported by 11 plan sponsor(s), with $41,667,613 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
11
Latest filing year
2023

What stands out in Delafield

  • 14 loaded plans hold $41.7M in reported assets across 11 sponsors.
  • The largest, Ewald Automotive Group Retirement Plan, holds 69% of reported Delafield plan assets.
  • Plans cover 1,399 participants — about 100 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 7% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40MSummed across loaded plans$39,999,305
Total reported assets$41.7M$41,667,613
Total reported participants1.4K1,399
Total reported liabilities$1.7M$1,668,308

Reported net position

Reported assets = net assets + liabilities (summed)$41.7M total assets
Net assets$40MLiabilities$1.7M
Contributions & income
Employer contributions$843.4K
Participant contributions$2.6M
Total income / additions$8.3M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.6M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements8 / 14 (57%)
Plans with provider compensation1 / 14 (7%)

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

Delafield market comparison

Largest plan share of assets69%Ewald Automotive Group Retirement Plan
Participants per plan100Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Delafield

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

  1. 1
    Ewald Automotive Group Retirement Plan$28.8M
    Ewald Automotive Group · 2023
  2. 2
    Evans Transportation Services 401(K) Profit Sharing Plan$9.7M
    Evans Transportation · 2023
  3. 3
    Purity 401(K) Plan$1.9M
    Purity Real Estate, LLC · 2023
  4. 4
    The Savvy Songbird, Inc. 401(K) Plan$350.9K
    The Savvy Songbird, Inc. · 2023
  5. 5
    Radio Power Rx Inc. 401(K) Plan$293.4K
    Radio Power Rx Inc. · 2023
  6. 6
    Hillside Marking Inc. 401(K) Plan$281.7K
    Hillside Marking Inc. · 2023
  7. 7
    Liberty & Fremont Inc. Retirement Plan$168K
    Liberty & Fremont Inc. · 2023
  8. 8
    Anton'S Ltd. Employee Stock Ownership Plan$149K
    Anton'S Ltd. · 2023
  9. 9
    Kettle Moraine Heating & Air Conditioning, LLC Life And Accidental Death Plannot reported in the loaded dataset
    Kettle Moraine Heating & Air Conditioning, LLC · 2023
  10. 10
    Ewald Automotive Groupnot reported in the loaded dataset
    Ewald Automotive Group · 2023
  11. 11
    Modern Hire, Inc. Wrap Plannot reported in the loaded dataset
    Modern Hire, Inc. · 2023
  12. 12
    Tanis Employee'S Health & Welfare Plannot reported in the loaded dataset
    Tanis, Inc. · 2023
  13. 13
    Empathianot reported in the loaded dataset
    Tanis, Inc. · 2023
  14. 14
    Evans Transportation Mutual Of Omaha Benefitsnot reported in the loaded dataset
    Evans Transportation Services · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Delafield, WI?
14 plan(s) reported by 11 sponsor(s) are loaded for Delafield, WI.

Related Form 5500 pages