Plan5500

Fox Lake, 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, Fox Lake, WI has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,070,574 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Fox Lake

  • 3 loaded plans hold $4.1M in reported assets across 2 sponsors.
  • The largest, Riverstone Machining, LLC 401(K) Profit Sharing Plan, holds 100% of reported Fox Lake plan assets.
  • Plans cover 433 participants — about 144 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,070,574
Total reported assets$4.1M$4,070,574
Total reported participants433
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$0
Contributions & income
Employer contributions$63.6K
Participant contributions$139.2K
Total income / additions$821K
Expenses & distributions
Benefits paid / distributions$779.1K
Total expenses$809.1K
Net increase / (decrease)$11.9K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Fox Lake market comparison

Largest plan share of assets100%Riverstone Machining, LLC 401(K) Profit Sharing Plan
Participants per plan144Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Fox Lake

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

  1. 1
    Riverstone Machining, LLC 401(K) Profit Sharing Plan$4.1M
    Riverstone Machining, LLC · 2023
  2. 2
    Karavan Trailers, Inc Health Plannot reported in the loaded dataset
    Karavan Trailers, Inc · 2023
  3. 3
    Karavan Trailers, LLC. Health And Welfare Benefit Plannot reported in the loaded dataset
    Karavan Trailers, LLC. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages