Plan5500

Hurley, 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, Hurley, WI has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,316,420 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 Hurley

  • 3 loaded plans hold $9.3M in reported assets across 2 sponsors.
  • The largest, Villa Maria Health And Rehabilitation 401(K) Profit Sharing Plan And Trust, holds 77% of reported Hurley plan assets.
  • Plans cover 572 participants — about 191 per plan.
  • 67% 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$9.3MSummed across loaded plans$9,316,420
Total reported assets$9.3M$9,316,420
Total reported participants572
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.3M total assets
Net assets$9.3MLiabilities—
Contributions & income
Employer contributions$173.6K
Participant contributions$361.5K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$590K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Hurley market comparison

Largest plan share of assets77%Villa Maria Health And Rehabilitation 401(K) Profit Sharing Plan And Trust
Participants per plan191Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Hurley

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

  1. 1
    Villa Maria Health And Rehabilitation 401(K) Profit Sharing Plan And Trust$7.2M
    Avanti Health Systems · 2023
  2. 2
    Highline Corporation Employees Retirement Plan$2.2M
    Highline Corporation · 2023
  3. 3
    Villa Maria Welfare Benefit Plannot reported in the loaded dataset
    Villa Maria Health And Rehabilitation Center, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages