Fond Du Lac, 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, Fond Du Lac, WI has 52 loaded benefit plan(s) reported by 29 plan sponsor(s), with $1,030,931,081 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 52
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,030,931,081
- Total reported liabilities (EOY)
- $123,404
- Total reported net assets (EOY)
- $1,030,807,677
Contributions & income
- Employer contributions
- $28,977,625
- Participant contributions
- $45,108,083
- Total income / additions
- $231,699,363
Expenses & distributions
- Benefits paid / distributions
- $121,130,483
- Total expenses
- $122,980,193
- Net increase / (decrease)
- $108,719,170
Coverage
- Total reported participants
- 16,681
- Plans with financial statements
- 31
- Plans with provider compensation
- 25
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fond Du Lac, 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 |
|---|---|---|---|
| Grande Associates Asset Accumulation Plan | Grande Cheese Company | $195,167,619 | 2023 |
| Fond Du Lac Regional Clinic, S.C. 401k Profit Sharing Plan | Fond Du Lac Regional Clinic, S.C. | $116,079,135 | 2023 |
| Society Insurance 401(K) Profit Sharing Plan | Society Insurance, A Mutual Company | $100,727,013 | 2023 |
| J.F. Ahern Co. Profit Sharing And 401(K) Plan | J.F. Ahern Co. | $99,917,025 | 2023 |
| National Exchange Bank And Trust Employees' Tax Savings Plan | Neb Corporation | $87,090,024 | 2023 |
| Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan | Badger Liquor Co., Inc. | $67,432,797 | 2023 |
| Excel Engineering, Inc. 401(K) Retirement Savings Plan | Excel Engineering, Inc. | $66,154,701 | 2023 |
| Wells Vehicle Electronics 401(K) Savings Plan | Wells Vehicle Electronics, L.P. | $49,201,707 | 2023 |
| C. D. Smith Construction, Inc. Profit Sharing Plan | C.D. Smith Construction, Inc. | $45,181,601 | 2023 |
| 401(K) Retirement Savings Plan | Equix Holdings, Inc. | $29,439,296 | 2023 |
| Lakeland Care, Inc. Retirement Savings Plan | Lakeland Care, Inc. | $24,218,122 | 2023 |
| Marchant-Schmidt, Inc. 401(K) Savings Plan | Marchant-Schmidt, Inc. | $19,801,252 | 2023 |
| Wells Manufacturing Pension Master Retirement Trust | Wells Vehicle Electronics, L.P. | $18,123,736 | 2023 |
| Mike Shannon Automotive Inc. Salary Deferral 401(K) Profit Sharing Plan | Holiday Auto | $17,619,442 | 2023 |
| Sadoff And Rudoy Industries Salary Reduction 401(K) Plan | Sadoff And Rudoy Industries, Llp | $17,536,324 | 2023 |
| Wells Manufacturing Salaried Retirement Plan | Wells Vehicle Electronics, L.P. | $13,985,637 | 2023 |
| Rb Royal Industries, Inc. Employees Profit Sharing Plan | Rb Royal Industries, Incorporated | $9,948,356 | 2023 |
| Bci Burke Company, LLC 401(K) & Profit Sharing Plan | Bci Burke Company, LLC | $9,786,919 | 2023 |
| Guaranty Service Group 401(K) Savings Plan | Guaranty Service Group, Inc. | $7,400,470 | 2023 |
| Advocap, Inc. Retirement Plan | Advocap, Inc. | $7,259,329 | 2023 |
| Sadoff And Rudoy Industries Pension Plan For Union Employees | Sadoff And Rudoy Industries, Llp | $6,632,705 | 2023 |
| Ep Direct Retirement Plan | Ep-Direct | $4,667,872 | 2023 |
| Wells Manufacturing Pension Plan | Wells Vehicle Electronics, L.P. | $4,551,882 | 2023 |
| Sadoff And Rudoy Industries Union 401(K) Plan | Sadoff And Rudoy Industries, Llp | $4,474,944 | 2023 |
| W. Z. Wisco, Inc. 401(K) Profit Sharing Plan | W. Z. Wisco, Inc. | $3,471,313 | 2023 |
Largest plans in Fond Du Lac → · Fond Du Lac plans by participants → · Fond Du Lac plans with financial data → · Fond Du Lac plans with provider compensation → · $1B+ plans in Fond Du Lac →
Related Form 5500 pages
- All WI Form 5500 filings
- Grande Associates Asset Accumulation Plan (plan 001)
- Grande Cheese Company — all reported plans
- Fond Du Lac Regional Clinic, S.C. 401k Profit Sharing Plan (plan 001)
- Fond Du Lac Regional Clinic, S.C. — all reported plans
- Society Insurance 401(K) Profit Sharing Plan (plan 002)
- Society Insurance, A Mutual Company — all reported plans
- J.F. Ahern Co. Profit Sharing And 401(K) Plan (plan 006)
- J.F. Ahern Co. — all reported plans
- National Exchange Bank And Trust Employees' Tax Savings Plan (plan 002)
- Neb Corporation — all reported plans
- Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan (plan 003)
- Badger Liquor Co., Inc. — all reported plans
- Excel Engineering, Inc. 401(K) Retirement Savings Plan (plan 001)
- Excel Engineering, Inc. — all reported plans
- Wells Vehicle Electronics 401(K) Savings Plan (plan 003)
- Wells Vehicle Electronics, L.P. — all reported plans
- C. D. Smith Construction, Inc. Profit Sharing Plan (plan 009)
- C.D. Smith Construction, Inc. — all reported plans
- 401(K) Retirement Savings Plan (plan 001)
- Equix Holdings, Inc. — all reported plans
- Lakeland Care, Inc. Retirement Savings Plan (plan 001)
- Lakeland Care, Inc. — all reported plans
- Marchant-Schmidt, Inc. 401(K) Savings Plan (plan 001)
- Marchant-Schmidt, Inc. — all reported plans
- Wells Manufacturing Pension Master Retirement Trust (plan 100)
- Wells Vehicle Electronics, L.P. — all reported plans
- Mike Shannon Automotive Inc. Salary Deferral 401(K) Profit Sharing Plan (plan 001)
- Holiday Auto — all reported plans
- Sadoff And Rudoy Industries Salary Reduction 401(K) Plan (plan 003)
- Sadoff And Rudoy Industries, Llp — all reported plans
- Methodology
- Data sources