Grafton, 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, Grafton, WI has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $98,875,626 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $98,875,626
- Total reported liabilities (EOY)
- $232
- Total reported net assets (EOY)
- $98,875,394
Contributions & income
- Employer contributions
- $3,648,402
- Participant contributions
- $4,048,779
- Total income / additions
- $22,193,280
Expenses & distributions
- Benefits paid / distributions
- $11,397,450
- Total expenses
- $11,785,621
- Net increase / (decrease)
- $10,407,659
Coverage
- Total reported participants
- 2,229
- Plans with financial statements
- 10
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grafton, 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 |
|---|---|---|---|
| Miba Industrial Bearings 401(K) Plan | Miba Industrial Bearings Us LLC | $33,350,587 | 2023 |
| Exacto Spring Corp. Employees' Profit Sharing Plan | Exacto Spring Corp. | $25,090,242 | 2023 |
| Kapco, Inc. 401(K) Profit Sharing Plan | Kapco, Inc. | $20,380,011 | 2023 |
| Holton Brothers, Inc. Retirement Savings Plan | Holton Brothers, Inc. | $9,079,151 | 2023 |
| Philipp Lithographing Co. 401(K) Savings Plan | Philipp Lithographing Co. | $6,739,587 | 2023 |
| Philipp Lithographing Co. 401(K) Savings Plan For Union Employees | Philipp Lithographing Co. | $2,272,772 | 2023 |
| Suncorp Valuations, Inc. 401(K) Plan | Suncorp Valuations, Inc. | $1,431,768 | 2023 |
| Alabaster 401k Trust | Alabaster Enterprises Inc. | $273,522 | 2023 |
| Crescendo Trade, Inc. 401(K) Plan | Crescendo Trade, Inc. | $171,090 | 2023 |
| J & J Mold & Design, Inc. Profit Sharing Plan | J & J Mold & Design, Inc. | $86,896 | 2023 |
| Holton Brothers, Inc. Group Life Insurance Plan | Holton Brothers, Inc. | not reported in the loaded dataset | 2023 |
| Exacto Spring Corp Health And Welfare Plan | Exacto Spring Corp | not reported in the loaded dataset | 2023 |
| Kapco, Inc. Health Plan | Kapco, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Grafton → · Grafton plans by participants → · Grafton plans with financial data → · Grafton plans with provider compensation → · $1B+ plans in Grafton →
Related Form 5500 pages
- All WI Form 5500 filings
- Miba Industrial Bearings 401(K) Plan (plan 002)
- Miba Industrial Bearings Us LLC — all reported plans
- Exacto Spring Corp. Employees' Profit Sharing Plan (plan 002)
- Exacto Spring Corp. — all reported plans
- Kapco, Inc. 401(K) Profit Sharing Plan (plan 001)
- Kapco, Inc. — all reported plans
- Holton Brothers, Inc. Retirement Savings Plan (plan 001)
- Holton Brothers, Inc. — all reported plans
- Philipp Lithographing Co. 401(K) Savings Plan (plan 002)
- Philipp Lithographing Co. — all reported plans
- Philipp Lithographing Co. 401(K) Savings Plan For Union Employees (plan 003)
- Suncorp Valuations, Inc. 401(K) Plan (plan 001)
- Suncorp Valuations, Inc. — all reported plans
- Alabaster 401k Trust (plan 001)
- Alabaster Enterprises Inc. — all reported plans
- Crescendo Trade, Inc. 401(K) Plan (plan 001)
- Crescendo Trade, Inc. — all reported plans
- J & J Mold & Design, Inc. Profit Sharing Plan (plan 001)
- J & J Mold & Design, Inc. — all reported plans
- Holton Brothers, Inc. Group Life Insurance Plan (plan 501)
- Exacto Spring Corp Health And Welfare Plan (plan 502)
- Kapco, Inc. Health Plan (plan 501)
- Methodology
- Data sources