Plan5500

Grand Chute, 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, Grand Chute, WI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $712,449 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Grand Chute

  • 1 loaded plans hold $712.4K in reported assets across 1 sponsors.
  • The largest, Pr Appleton West Inc. Retirement Plan, holds 100% of reported Grand Chute plan assets.
  • Plans cover 4 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$712.4KSummed across loaded plans$712,449
Total reported assets$712.4K$712,449
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$712.4K total assets
Net assets$712.4KLiabilities—
Contributions & income
Total income / additions$189.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$189.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grand Chute, 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

Grand Chute market comparison

Largest plan share of assets100%Pr Appleton West Inc. Retirement Plan
Participants per plan4Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Grand Chute

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

  1. 1
    Pr Appleton West Inc. Retirement Plan$712.4K
    Pr Appleton West Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Grand Chute, WI?
1 plan(s) reported by 1 sponsor(s) are loaded for Grand Chute, WI.

Related Form 5500 pages