Marathon, 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, Marathon, WI has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $286,267,473 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$286,267,473
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$286,267,473

Contributions & income

Employer contributions
$5,668,162
Participant contributions
$16,556,073
Total income / additions
$63,868,168

Expenses & distributions

Benefits paid / distributions
$25,693,500
Total expenses
$26,559,637
Net increase / (decrease)
$37,308,531

Coverage

Total reported participants
7,466
Plans with financial statements
4
Plans with provider compensation
3

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

Largest loaded plans by reported assets

Largest loaded plans in Marathon, WI
PlanSponsorReported assets (EOY)Year
Marathon Cheese Employee'S 401(K) Retirement PlanMarathon Cheese Corporation$187,568,0902023
Central Processing Corp. Retirement PlanCentral Processing Corp.$81,609,5832023
Menzner Hardwoods Co. 401(K) Profit Sharing PlanMenzner Hardwoods Co.$17,089,8002023
James Seubert Farms, Inc. Pension Plan And TrustJames Seubert Farms, Inc.$02023
Menzner Hardwoods Co. Welfare Benefit PlanMenzner Hardwoods Co.not reported in the loaded dataset2023
Marathon Cheese Corporation Welfare Benefit PlanMarathon Cheese Corporation And Affiliatesnot reported in the loaded dataset2023

Related Form 5500 pages