Plan5500

Elroy, 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, Elroy, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $15,499,154 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Elroy

  • 2 loaded plans hold $15.5M in reported assets across 2 sponsors.
  • The largest, Royal Bank Employee Stock Ownership And Retirement Savings Plan, holds 100% of reported Elroy plan assets.
  • Plans cover 214 participants — about 107 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.5MSummed across loaded plans$15,499,154
Total reported assets$15.5M$15,499,154
Total reported participants214
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.5M total assets
Net assets$15.5MLiabilities$0
Contributions & income
Employer contributions$371.4K
Participant contributions$399.9K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Elroy market comparison

Largest plan share of assets100%Royal Bank Employee Stock Ownership And Retirement Savings Plan
Participants per plan107Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Elroy

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

  1. 1
    Royal Bank Employee Stock Ownership And Retirement Savings Plan$15.5M
    Royal Bancshares, Inc. · 2023
  2. 2
    Dahl Family Enterprises Retirement Plan$0
    Dahl Family Enterprises Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages