Elm Grove, 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, Elm Grove, WI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $3,269,006,270 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,269,006,270
- Total reported liabilities (EOY)
- $12,572,172
- Total reported net assets (EOY)
- $3,256,434,098
Contributions & income
- Employer contributions
- $212,591,064
- Participant contributions
- $68,106
- Total income / additions
- $571,461,593
Expenses & distributions
- Benefits paid / distributions
- $242,609,972
- Total expenses
- $260,764,622
- Net increase / (decrease)
- $310,696,971
Coverage
- Total reported participants
- 28,003
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elm Grove, 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 |
|---|---|---|---|
| Building Trades United Pension Trust Fund Milwaukee And Vicinity | Building Trades United Pension Trust Fund | $3,267,131,995 | 2023 |
| Jt And Associates, LLC 401(K) Plan | Jt And Associates, LLC | $1,326,116 | 2023 |
| Vdpopolis Retirement Plan | Vdpopolis, Inc. | $335,790 | 2023 |
| Western Metropolis Company Retirement Plan | Western Metropolis Company | $212,369 | 2023 |
Largest plans in Elm Grove → · Elm Grove plans by participants → · Elm Grove plans with financial data → · Elm Grove plans with provider compensation → · $1B+ plans in Elm Grove →
Related Form 5500 pages
- All WI Form 5500 filings
- Building Trades United Pension Trust Fund Milwaukee And Vicinity (plan 001)
- Building Trades United Pension Trust Fund — all reported plans
- Jt And Associates, LLC 401(K) Plan (plan 001)
- Jt And Associates, LLC — all reported plans
- Vdpopolis Retirement Plan (plan 001)
- Vdpopolis, Inc. — all reported plans
- Western Metropolis Company Retirement Plan (plan 001)
- Western Metropolis Company — all reported plans
- Methodology
- Data sources