Fort Atkinson, 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, Fort Atkinson, WI has 20 loaded benefit plan(s) reported by 11 plan sponsor(s), with $283,807,645 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $283,807,645
- Total reported liabilities (EOY)
- $1,878,447
- Total reported net assets (EOY)
- $281,929,198
Contributions & income
- Employer contributions
- $4,722,307
- Participant contributions
- $9,832,622
- Total income / additions
- $57,377,030
Expenses & distributions
- Benefits paid / distributions
- $24,524,792
- Total expenses
- $25,292,947
- Net increase / (decrease)
- $32,084,083
Coverage
- Total reported participants
- 5,202
- Plans with financial statements
- 16
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Atkinson, 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 |
|---|---|---|---|
| Fort Healthcare, Inc. Savings Plan | Fort Healthcare, Inc. | $117,646,876 | 2023 |
| Jones Dairy Farm Thrift Plan | Jones Dairy Farm | $30,328,788 | 2023 |
| Jones Dairy Farm Bargaining Employees' Retirement Savings Plan | Jones Dairy Farm | $23,999,561 | 2023 |
| Nasco 401(K) Plan | Nasco Education LLC | $20,800,251 | 2023 |
| Jones Dairy Farm Master Trust Plan | Jones Dairy Farm & Subsidiary | $19,038,422 | 2023 |
| Nasco Pension Plan | Nasco Education LLC | $17,096,341 | 2023 |
| Jones Dairy Farm Union Employees Pension Plan | Jones Dairy Farm & Subsidiary | $11,119,612 | 2023 |
| 403 B Thrift Plan Of Opportunities Inc Of Jefferson County | Opportunities Inc Of Jefferson Co Unty | $9,532,751 | 2023 |
| Jones Dairy Farm Non Union Employees Pension Plan | Jones Dairy Farm & Subsidiary | $7,918,811 | 2023 |
| Citizens Financial Corporation Employee Stock Ownership Plan | Citizens Financial Corp | $7,177,557 | 2023 |
| W & A Distribution Services, Inc. 401(K) Profit Sharing Plan & Trust | W & A Distribution Services, Inc. | $7,083,059 | 2023 |
| Dick'S Fireside, Inc. Employees' Profit Sharing Plan | The Fireside, Inc. | $5,947,574 | 2023 |
| Hoppe North America, Inc. 401(K) Plan | Hoppe North America, Inc. | $4,497,257 | 2023 |
| R. Meier, Inc. 401(K) Plan | R.Meier, Inc | $955,911 | 2023 |
| Essential Media Elements Inc. 401(K) Plan | Essential Media Elements Inc. | $542,807 | 2023 |
| Cpw Services, Inc. Profit Sharing Plan | Cpw Services, Inc. | $122,067 | 2023 |
| Nasco Education, LLC Employee Benefits Plan | Nasco Education, LLC | not reported in the loaded dataset | 2023 |
| Fort Healthcare Inc | Fort Healthcare, Inc. | not reported in the loaded dataset | 2023 |
| Jones Dairy Farm Group Health And Accident Insurance Plan | Jones Dairy Farm | not reported in the loaded dataset | 2023 |
| Opportunities, Inc. Of Jefferson County | Opportunities, Inc. Of Jefferson County | not reported in the loaded dataset | 2023 |
Largest plans in Fort Atkinson → · Fort Atkinson plans by participants → · Fort Atkinson plans with financial data → · Fort Atkinson plans with provider compensation → · $1B+ plans in Fort Atkinson →
Related Form 5500 pages
- All WI Form 5500 filings
- Fort Healthcare, Inc. Savings Plan (plan 001)
- Fort Healthcare, Inc. — all reported plans
- Jones Dairy Farm Thrift Plan (plan 002)
- Jones Dairy Farm — all reported plans
- Jones Dairy Farm Bargaining Employees' Retirement Savings Plan (plan 001)
- Nasco 401(K) Plan (plan 004)
- Nasco Education LLC — all reported plans
- Jones Dairy Farm Master Trust Plan (plan 100)
- Nasco Pension Plan (plan 001)
- Jones Dairy Farm Union Employees Pension Plan (plan 007)
- 403 B Thrift Plan Of Opportunities Inc Of Jefferson County (plan 001)
- Opportunities Inc Of Jefferson Co Unty — all reported plans
- Jones Dairy Farm Non Union Employees Pension Plan (plan 006)
- Citizens Financial Corporation Employee Stock Ownership Plan (plan 002)
- Citizens Financial Corp — all reported plans
- W & A Distribution Services, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- W & A Distribution Services, Inc. — all reported plans
- Dick'S Fireside, Inc. Employees' Profit Sharing Plan (plan 002)
- The Fireside, Inc. — all reported plans
- Hoppe North America, Inc. 401(K) Plan (plan 001)
- Hoppe North America, Inc. — all reported plans
- R. Meier, Inc. 401(K) Plan (plan 001)
- R.Meier, Inc — all reported plans
- Essential Media Elements Inc. 401(K) Plan (plan 001)
- Essential Media Elements Inc. — all reported plans
- Methodology
- Data sources