Fitchburg, 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, Fitchburg, WI has 17 loaded benefit plan(s) reported by 14 plan sponsor(s), with $350,440,275 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $350,440,275
- Total reported liabilities (EOY)
- $3,538,242
- Total reported net assets (EOY)
- $346,902,033
Contributions & income
- Employer contributions
- $23,529,718
- Participant contributions
- $12,047,045
- Total income / additions
- $89,365,309
Expenses & distributions
- Benefits paid / distributions
- $49,670,978
- Total expenses
- $50,905,274
- Net increase / (decrease)
- $38,460,035
Coverage
- Total reported participants
- 6,588
- Plans with financial statements
- 12
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fitchburg, 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 |
|---|---|---|---|
| Quartz Health Solutions, Inc. 401(K) Plan | Quartz Health Solutions, Inc. | $108,151,140 | 2023 |
| Painters Local Union 802 Retirement Plan | Trustees Of Painters Local Union 802 | $75,040,183 | 2023 |
| Placon Corporation Retirement Plan | Placon Corporation | $69,573,807 | 2023 |
| Dental Health Associates Of Madison, Ltd. 401(K) Profit Sharing Plan | Dental Health Associates Of Madison, Ltd. | $62,432,957 | 2023 |
| Tri-North Builders, Inc. Employee Stock Ownership Plan | Tri-North Builders, Inc. | $14,276,424 | 2023 |
| 403(B) Thrift Plan Of Dane County Parent Council, Inc. Dba Reach Dane And Reach Green | Dane County Parent Council, Inc. | $9,411,328 | 2023 |
| Painters Local 802 Health & Welfare Fund | Board Of Trustees Of Painters Local 802 Health & Welfare Fund | $6,917,597 | 2023 |
| Mandli Communications, Inc. 401(K) Profit Sharing Plan And Trust | Mandli Communications, Inc. | $4,197,714 | 2023 |
| Wisconsin Medical Society Welfare Benefit Trust | Wisconsin Medical Society Welfare Plan (Wms) | $346,578 | 2023 |
| Droxany Enterprises, Inc. 401(K) Plan | Droxany Enterprises, Inc. | $51,781 | 2023 |
| Don Ashbaugh Agency, Inc. Profit Sharing Plan | Don Ashbaugh Agency, Inc. | $40,742 | 2023 |
| Karls Promotions Corp. Retirement Plan | Karls Promotions Corp. | $24 | 2023 |
| Mandli Communications Wrap Plan | Mandli Communications, Inc. | not reported in the loaded dataset | 2023 |
| Dane County Parent Council, Inc. Dba Reach Dane Group Benefit Plan | Dane County Parent Council, Inc. Dba Reach Dane | not reported in the loaded dataset | 2023 |
| Agrace Hospicecare, Inc. Wrap Plan | Agrace Hospicecare, Inc. | not reported in the loaded dataset | 2023 |
| Dental Health Associates Of Madison Health And Welfare Plan | Dental Health Associates Of Madison, Ltd. | not reported in the loaded dataset | 2023 |
| General Beverage & General Beer Welfare Benefit Plan | General Beverage Sales Company | not reported in the loaded dataset | 2023 |
Largest plans in Fitchburg → · Fitchburg plans by participants → · Fitchburg plans with financial data → · Fitchburg plans with provider compensation → · $1B+ plans in Fitchburg →
Related Form 5500 pages
- All WI Form 5500 filings
- Quartz Health Solutions, Inc. 401(K) Plan (plan 001)
- Quartz Health Solutions, Inc. — all reported plans
- Painters Local Union 802 Retirement Plan (plan 002)
- Trustees Of Painters Local Union 802 — all reported plans
- Placon Corporation Retirement Plan (plan 001)
- Placon Corporation — all reported plans
- Dental Health Associates Of Madison, Ltd. 401(K) Profit Sharing Plan (plan 001)
- Dental Health Associates Of Madison, Ltd. — all reported plans
- Tri-North Builders, Inc. Employee Stock Ownership Plan (plan 001)
- Tri-North Builders, Inc. — all reported plans
- 403(B) Thrift Plan Of Dane County Parent Council, Inc. Dba Reach Dane And Reach Green (plan 001)
- Dane County Parent Council, Inc. — all reported plans
- Painters Local 802 Health & Welfare Fund (plan 501)
- Board Of Trustees Of Painters Local 802 Health & Welfare Fund — all reported plans
- Mandli Communications, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Mandli Communications, Inc. — all reported plans
- Wisconsin Medical Society Welfare Benefit Trust (plan 501)
- Wisconsin Medical Society Welfare Plan (Wms) — all reported plans
- Droxany Enterprises, Inc. 401(K) Plan (plan 001)
- Droxany Enterprises, Inc. — all reported plans
- Don Ashbaugh Agency, Inc. Profit Sharing Plan (plan 001)
- Don Ashbaugh Agency, Inc. — all reported plans
- Karls Promotions Corp. Retirement Plan (plan 001)
- Karls Promotions Corp. — all reported plans
- Mandli Communications Wrap Plan (plan 504)
- Dane County Parent Council, Inc. Dba Reach Dane Group Benefit Plan (plan 504)
- Agrace Hospicecare, Inc. Wrap Plan (plan 510)
- Agrace Hospicecare, Inc. — all reported plans
- Methodology
- Data sources