Plan5500

Iron Ridge, 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, Iron Ridge, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $24,620,503 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Iron Ridge

  • 2 loaded plans hold $24.6M in reported assets across 2 sponsors.
  • The largest, X-Cel Tooling, Inc. Employee Stock Ownership Plan, holds 100% of reported Iron Ridge plan assets.
  • Plans cover 178 participants — about 89 per plan.
  • 50% 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$24.6MSummed across loaded plans$24,620,503
Total reported assets$24.6M$24,620,503
Total reported participants178
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.6M total assets
Net assets$24.6MLiabilities$0
Contributions & income
Employer contributions$500K
Participant contributionsNot reported
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.1M
Net increase / (decrease)-$491.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Iron Ridge market comparison

Largest plan share of assets100%X-Cel Tooling, Inc. Employee Stock Ownership Plan
Participants per plan89Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Iron Ridge

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

  1. 1
    X-Cel Tooling, Inc. Employee Stock Ownership Plan$24.6M
    X-Cel Tooling, Inc. · 2023
  2. 2
    Ps Seasoning Life Insurance Plannot reported in the loaded dataset
    Ps Seasoning & Spices, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages