Plan5500

Jackson, 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, Jackson, WI has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $26,212,783 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.2MSummed across loaded plans$26,212,783
Total reported assets$26.2M$26,212,783
Total reported participants846
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.2M total assets
Net assets$26.2MLiabilities$0
Contributions & income
Employer contributions$154.2K
Participant contributions$1.1M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$827.9K
Total expenses$873.3K
Net increase / (decrease)$4M

Data coverage

Plans with financial statements9 / 12 (75%)
Plans with provider compensation1 / 12 (8%)

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

Jackson market comparison

Largest plan share of assets51%Cost Of Wisconsin, Inc. 401(K) Profit Sharing Plan
Participants per plan71Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Jackson

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

  1. 1
    Cost Of Wisconsin, Inc. 401(K) Profit Sharing Plan$13.3M
    Cost Of Wisconsin, Inc. · 2023
  2. 2
    Liesener Soils & Trucking, Inc. Employees Profit Sharing Plan$9.5M
    Liesener Soils, Inc. · 2023
  3. 3
    Sliding Systems, Inc. 401(K) Plan And Trust$2.5M
    Sliding Systems, Inc. · 2023
  4. 4
    Mantz Enterprises Inc. Retirement Plan$538.9K
    Mantz Enterprises Inc. · 2023
  5. 5
    The Laser Shop, Inc. 401(K) Plan$333.2K
    The Laser Shop, Inc. · 2023
  6. 6
    Always There In-Home Care, Inc. 401(K) Profit Sharing Plan$107.2K
    Always There In-Home Care, Inc. · 2023
  7. 7
    Just Like Home Adult Day Center, Inc. 401(K) Profit Sharing Plan$11.3K
    Just Like Home Adult Day Center, Inc. · 2023
  8. 8
    Norline Healthcare, Inc. Health And Welfare Plan$0
    Norline Healthcare, Inc. · 2023
  9. 9
    Lincoln Health Care Health And Welfare Plan$0
    Lincoln Health Care · 2023
  10. 10
    Double J Transport LLC Wrap Plannot reported in the loaded dataset
    Double J Transport LLC · 2023
  11. 11
    Cost Of Wisconsin, Inc. Employee Group Life And Ltdnot reported in the loaded dataset
    Cost Of Wisconsin, Inc. · 2023
  12. 12
    Rytec Corporation Master Benefit Plannot reported in the loaded dataset
    Rytec Corporation · 2023

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

Related Form 5500 pages