Plan5500

Elkhorn, 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, Elkhorn, WI has 16 loaded benefit plan(s) reported by 10 plan sponsor(s), with $41,919,284 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
10
Latest filing year
2023

What stands out in Elkhorn

  • 16 loaded plans hold $41.9M in reported assets across 10 sponsors.
  • The largest, Midwest Refrigerated 401(K) Plan, holds 32% of reported Elkhorn plan assets.
  • Plans cover 2,480 participants — about 155 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 31% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$2.2MSummed across loaded plans-$2,186,487
Total reported assets$41.9M$41,919,284
Total reported participants2.5K2,480
Total reported liabilities$44.1M$44,105,771

Reported net position

Reported assets = net assets + liabilities (summed)$41.9M total assets
Net assets-$2.2MLiabilities$44.1M
Contributions & income
Employer contributions$1.6M
Participant contributions$2.6M
Total income / additions$17.1M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$5.4M
Net increase / (decrease)$11.7M

Data coverage

Plans with financial statements8 / 16 (50%)
Plans with provider compensation5 / 16 (31%)

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

Elkhorn market comparison

Largest plan share of assets32%Midwest Refrigerated 401(K) Plan
Participants per plan155Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Elkhorn

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

  1. 1
    Midwest Refrigerated 401(K) Plan$13.4M
    Midwest Refrigerated Services, Inc. · 2023
  2. 2
    Yunker Industries, Inc. 401(K) Profit Sharing Plan$8.3M
    Yunker Industries, Inc. · 2023
  3. 3
    Great Lakes Components Employee Stock Ownership Plan$8.2M
    Great Lakes Components · 2023
  4. 4
    Thermal Process Holdings, Inc. 401(K) Plan & Trust$5.8M
    Thermal Process Holdings, Inc. · 2023
  5. 5
    403(B) Thrift Plan Of Vip Services, Inc.$3M
    Vip Services, Inc. · 2023
  6. 6
    Maxus Operations, LLC And Affiliates 401(K) Plan$2.7M
    Maxus Operations, LLC · 2023
  7. 7
    Tenex Contractors Corp. 401(K) Plan$407.8K
    Tenex Contractors Corp. · 2023
  8. 8
    Mked Enterprises, Inc. Profit Sharing Plan$108.3K
    Mked Enterprises, Inc. · 2023
  9. 9
    Midwest Refrigerated Services, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Midwest Refrigerated Services, Inc. · 2023
  10. 10
    Yunker Industries Inc Employee Std Plannot reported in the loaded dataset
    Yunker Industries Inc · 2023
  11. 11
    Applied Material Solutions Inc Employee Welfare Benefit Plan & Health Reimbursement Arrangementnot reported in the loaded dataset
    Applied Material Solutions Inc · 2023
  12. 12
    Applied Material Solutions Dental, Basic Term Life, Add, Ltd And Stdnot reported in the loaded dataset
    Applied Material Solutions Inc · 2023
  13. 13
    Yunker Industries Inc Employee Life & Ad&D Plannot reported in the loaded dataset
    Yunker Industries Inc · 2023
  14. 14
    Thermal Process Holdings, Inc. Employee Welfare Plannot reported in the loaded dataset
    Thermal Process Holdings, Inc. · 2023
  15. 15
    Yunker Industries Inc Employee Ltd Plannot reported in the loaded dataset
    Yunker Industries Inc · 2023
  16. 16
    Palmer Hamilton, LLC Welfare Plannot reported in the loaded dataset
    Palmer Hamilton, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Elkhorn, WI?
16 plan(s) reported by 10 sponsor(s) are loaded for Elkhorn, WI.

Related Form 5500 pages