Plan5500

Kimberly, 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, Kimberly, WI has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $58,392,259 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Kimberly

  • 6 loaded plans hold $58.4M in reported assets across 4 sponsors.
  • The largest, Luvata Appleton LLC Investment Plan, holds 58% of reported Kimberly plan assets.
  • Plans cover 828 participants — about 138 per plan.
  • 50% 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$56.9MSummed across loaded plans$56,860,939
Total reported assets$58.4M$58,392,259
Total reported participants828
Total reported liabilities$1.5M$1,531,320

Reported net position

Reported assets = net assets + liabilities (summed)$58.4M total assets
Net assets$56.9MLiabilities$1.5M
Contributions & income
Employer contributions$1.4M
Participant contributions$3M
Total income / additions$11.3M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.4M
Net increase / (decrease)$7.9M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

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

Kimberly market comparison

Largest plan share of assets58%Luvata Appleton LLC Investment Plan
Participants per plan138Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Kimberly

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

  1. 1
    Luvata Appleton LLC Investment Plan$34.1M
    Luvata Appleton, LLC · 2023
  2. 2
    Crane Engineering Sales, Inc. 401(K) Plan$19.9M
    Crane Engineering Sales, Inc. · 2023
  3. 3
    Elipticon Wood Products Employee Stock Ownership Plan$4.4M
    Elipticon Wood Products, Inc. · 2023
  4. 4
    Crane Engineering Sales, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Crane Engineering Sales, Inc. · 2023
  5. 5
    Luvata Appleton, LLC Welfare Benefits Plannot reported in the loaded dataset
    Luvata Appleton, LLC · 2023
  6. 6
    Bdp Management Health Insurance Plannot reported in the loaded dataset
    Bdp Management · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages