Fall River, 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, Fall River, WI has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $89,266,288 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $89,266,288
- Total reported liabilities (EOY)
- $9,923,385
- Total reported net assets (EOY)
- $79,342,903
Contributions & income
- Employer contributions
- $1,511,204
- Participant contributions
- $2,151,513
- Total income / additions
- $22,426,602
Expenses & distributions
- Benefits paid / distributions
- $2,953,178
- Total expenses
- $3,364,016
- Net increase / (decrease)
- $19,062,586
Coverage
- Total reported participants
- 1,211
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fall River, 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 |
|---|---|---|---|
| Badger Custom Pallets, Inc. Employee Stock Ownership Plan | Badger Custom Pallets | $31,034,099 | 2023 |
| The Fall River Group, Inc. Employees' 401(K) Profit Sharing Plan | The Fall River Group, Inc. | $29,022,440 | 2023 |
| E.K. Machine Company, Inc. Retirement Savings Plan | E.K. Machine Company, Inc. | $14,815,351 | 2023 |
| Schumann Printers, Inc. Retirement Program | Schumann Printers, Inc. | $14,394,398 | 2023 |
| E.K. Machine Company, Inc. Welfare Benefit Plan | E.K. Machine Company, Inc. | not reported in the loaded dataset | 2023 |
| Schumann Printers, Inc. Welfare Benefit Plan | Schumann Printers, Inc. | not reported in the loaded dataset | 2023 |
| The Fall River Group, Inc. Employee'S Group Insurance Plan | The Fall River Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Fall River → · Fall River plans by participants → · Fall River plans with financial data → · Fall River plans with provider compensation → · $1B+ plans in Fall River →
Related Form 5500 pages
- All WI Form 5500 filings
- Badger Custom Pallets, Inc. Employee Stock Ownership Plan (plan 002)
- Badger Custom Pallets — all reported plans
- The Fall River Group, Inc. Employees' 401(K) Profit Sharing Plan (plan 003)
- The Fall River Group, Inc. — all reported plans
- E.K. Machine Company, Inc. Retirement Savings Plan (plan 001)
- E.K. Machine Company, Inc. — all reported plans
- Schumann Printers, Inc. Retirement Program (plan 001)
- Schumann Printers, Inc. — all reported plans
- E.K. Machine Company, Inc. Welfare Benefit Plan (plan 503)
- Schumann Printers, Inc. Welfare Benefit Plan (plan 501)
- The Fall River Group, Inc. Employee'S Group Insurance Plan (plan 501)
- Methodology
- Data sources