Plan5500

Kewaunee, 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, Kewaunee, WI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $17,864,948 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
4
Latest filing year
2023

What stands out in Kewaunee

  • 4 loaded plans hold $17.9M in reported assets across 4 sponsors.
  • The largest, Kewaunee Fabrications LLC 401(K) Plan, holds 99% of reported Kewaunee plan assets.
  • Plans cover 410 participants — about 103 per plan.
  • 75% 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$17.9MSummed across loaded plans$17,864,948
Total reported assets$17.9M$17,864,948
Total reported participants410
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.9M total assets
Net assets$17.9MLiabilities$0
Contributions & income
Employer contributions$126.5K
Participant contributions$734.4K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Kewaunee market comparison

Largest plan share of assets99%Kewaunee Fabrications LLC 401(K) Plan
Participants per plan103Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Kewaunee

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

  1. 1
    Kewaunee Fabrications LLC 401(K) Plan$17.6M
    Kewaunee Fabrications LLC · 2023
  2. 2
    Bories, Inc. 401(K) Plan$176.9K
    Bories, Inc. · 2023
  3. 3
    Civil Investments Group, Inc. 401k Profit Sharing Plan$46.8K
    Civil Investments Group, Inc. · 2023
  4. 4
    Pagel'S Ponderosa Dairy, LLC Medical & Rx Plannot reported in the loaded dataset
    Pagel'S Ponderosa Dairy, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages