Plan5500

Hillsboro, 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, Hillsboro, WI has 4 loaded benefit plan(s) reported by 1 plan sponsor(s), with $17,405,534 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
1
Latest filing year
2023

What stands out in Hillsboro

  • 4 loaded plans hold $17.4M in reported assets across 1 sponsors.
  • The largest, St. Joseph'S Health Services, Inc. 401(K) Plan, holds 100% of reported Hillsboro plan assets.
  • Plans cover 636 participants — about 159 per plan.
  • 25% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.4MSummed across loaded plans$17,405,534
Total reported assets$17.4M$17,405,534
Total reported participants636
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.4M total assets
Net assets$17.4MLiabilities$0
Contributions & income
Employer contributions$399K
Participant contributions$813.1K
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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

Hillsboro market comparison

Largest plan share of assets100%St. Joseph'S Health Services, Inc. 401(K) Plan
Participants per plan159Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Hillsboro

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

  1. 1
    St. Joseph'S Health Services, Inc. 401(K) Plan$17.4M
    St Josephs Community Health Services Inc · 2023
  2. 2
    St Joseph'S Health Services Inc Dba Gundersen St Joseph'S Hospital And Clinicsnot reported in the loaded dataset
    St Joseph'S Health Services Inc · 2023
  3. 3
    Gundersen St Joseph'S Hospital And Clinics Ltd, Ada, And Life Plansnot reported in the loaded dataset
    St Joseph'S Health Services Inc · 2023
  4. 4
    Gundersen St Joseph'S Hospital And Clinics Dental Plannot reported in the loaded dataset
    St Joseph'S Health Services Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages