Hartland, 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, Hartland, WI has 29 loaded benefit plan(s) reported by 20 plan sponsor(s), with $266,364,021 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $266,364,021
- Total reported liabilities (EOY)
- $32,998,663
- Total reported net assets (EOY)
- $233,365,358
Contributions & income
- Employer contributions
- $8,271,851
- Participant contributions
- $17,617,402
- Total income / additions
- $46,904,554
Expenses & distributions
- Benefits paid / distributions
- $21,856,442
- Total expenses
- $23,458,032
- Net increase / (decrease)
- $23,446,522
Coverage
- Total reported participants
- 10,221
- Plans with financial statements
- 16
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hartland, 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 |
|---|---|---|---|
| Jx Enterprises, Inc. Employee Retirement Savings Plan | Jx Enterprises, Inc. | $78,748,857 | 2023 |
| Batteries Plus, LLC 401(K) Plan | Batteries Plus, LLC | $39,984,041 | 2023 |
| Midwest Composite Technologies, LLC 401(K) Profit Sharing Plan | Midwest Composite Technologies, | $30,859,804 | 2023 |
| Onetouchpoint Retirement Savings Plan | Onetouchpoint Holdings, LLC | $27,111,727 | 2023 |
| Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan | Fox Bros. Piggly Wiggly, Inc. | $26,534,043 | 2023 |
| Vizance, Inc. 401(K) Profit Sharing Plan | Vizance, Inc. | $15,258,426 | 2023 |
| Price Engineering Company, Inc. Employees' Retirement Plan | Price Engineering Company, LLC | $15,076,412 | 2023 |
| Watertronics 401(K) Plan | Watertronics, LLC | $8,872,977 | 2023 |
| Fox Brothers Piggly Wiggly 401(K) Profit Sharing Plan | Fox Brothers Piggly Wiggly | $7,299,105 | 2023 |
| Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan | Charleston/Orwig, Inc. | $5,540,000 | 2023 |
| The Tribute Companies, Inc. Employees' 401(K) Plan | The Tribute Companies, Inc. | $3,160,218 | 2023 |
| Bravo Company Employee Stock Ownership Plan | Bravo Company Mfg, Inc | $2,606,045 | 2023 |
| Bravo Company Employee Stock Ownership Plan | Bravo Company Usa, Inc | $2,606,045 | 2023 |
| Conifer Companies, Inc. 401(K) Plan | Conifer Companies, Inc. | $1,022,101 | 2023 |
| Melt Away Anti-Aging, Inc. 401(K) Profit Sharing Plan | Melt Away Anti-Aging, Inc. | $1,006,439 | 2023 |
| Four Winds Capital Corp 401(K) Plan | Four Winds Capital Corp | $677,781 | 2023 |
| Fox Bros. Piggly Wiggly, Inc. Section 105 Health Reimbursement Arrangement Plan | Fox Bros. Piggly Wiggly, Inc. | not reported in the loaded dataset | 2023 |
| Fathom Health And Welfare Benefit Plan | Midwest Composite Technologies, LLC Dba Fathom | not reported in the loaded dataset | 2023 |
| Batteries Plus - Medical - Life - Std | Batteries Plus LLC | not reported in the loaded dataset | 2023 |
| Price Engineering Company, LLC Group Benefits Program | Price Engineering Company, LLC | not reported in the loaded dataset | 2023 |
| Onetouchpoint Welfare Benefit Plan | Onetouchpoint | not reported in the loaded dataset | 2023 |
| Watertronics LLC Employee Benefits Plan | Watertronics LLC | not reported in the loaded dataset | 2023 |
| Hm Product Solutions Defined Benefit Pension Plan | Hm Product Solutions, Ltd | not reported in the loaded dataset | 2023 |
| Fountainhead Holdings Life And Disability Plan | Fountainhead Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Vizance, Inc. Health And Welfare Plan | Vizance, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Hartland → · Hartland plans by participants → · Hartland plans with financial data → · Hartland plans with provider compensation → · $1B+ plans in Hartland →
Related Form 5500 pages
- All WI Form 5500 filings
- Jx Enterprises, Inc. Employee Retirement Savings Plan (plan 002)
- Jx Enterprises, Inc. — all reported plans
- Batteries Plus, LLC 401(K) Plan (plan 002)
- Batteries Plus, LLC — all reported plans
- Midwest Composite Technologies, LLC 401(K) Profit Sharing Plan (plan 001)
- Midwest Composite Technologies, — all reported plans
- Onetouchpoint Retirement Savings Plan (plan 001)
- Onetouchpoint Holdings, LLC — all reported plans
- Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan (plan 002)
- Fox Bros. Piggly Wiggly, Inc. — all reported plans
- Vizance, Inc. 401(K) Profit Sharing Plan (plan 001)
- Vizance, Inc. — all reported plans
- Price Engineering Company, Inc. Employees' Retirement Plan (plan 001)
- Price Engineering Company, LLC — all reported plans
- Watertronics 401(K) Plan (plan 001)
- Watertronics, LLC — all reported plans
- Fox Brothers Piggly Wiggly 401(K) Profit Sharing Plan (plan 001)
- Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan (plan 002)
- Charleston/Orwig, Inc. — all reported plans
- The Tribute Companies, Inc. Employees' 401(K) Plan (plan 003)
- The Tribute Companies, Inc. — all reported plans
- Bravo Company Employee Stock Ownership Plan (plan 002)
- Bravo Company Mfg, Inc — all reported plans
- Bravo Company Employee Stock Ownership Plan (plan 002)
- Bravo Company Usa, Inc — all reported plans
- Conifer Companies, Inc. 401(K) Plan (plan 001)
- Conifer Companies, Inc. — all reported plans
- Melt Away Anti-Aging, Inc. 401(K) Profit Sharing Plan (plan 001)
- Melt Away Anti-Aging, Inc. — all reported plans
- Methodology
- Data sources