Plan5500

Mequon, 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, Mequon, WI has 26 loaded benefit plan(s) reported by 20 plan sponsor(s), with $560,265,956 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
26
Plan sponsors
20
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$560.2MSummed across loaded plans$560,208,743
Total reported assets$560.3M$560,265,956
Total reported participants7.4K7,428
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$560.3M total assets
Net assets$560.2MLiabilities$0
Contributions & income
Employer contributions$18.8M
Participant contributions$24M
Total income / additions$121.9M
Expenses & distributions
Benefits paid / distributions$46.1M
Total expenses$46.7M
Net increase / (decrease)$75.2M

Data coverage

Plans with financial statements21 / 26 (81%)
Plans with provider compensation7 / 26 (27%)

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

Mequon market comparison

Largest plan share of assets81%Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan
Participants per plan286Average across loaded plans
Plan sponsors20
Ranked by reported assets

Largest loaded plans in Mequon

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

  1. 1
    Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan$454.6M
    Charter Manufacturing Company, Inc. · 2023
  2. 2
    Hb Performance Systems, Inc. 401(K) Plan$20.8M
    Hb Performance Systems, Inc. · 2023
  3. 3
    Kendall Packaging Corporation 401(K) Plan$18.7M
    Kendall Packaging Corporation · 2023
  4. 4
    Wisconsin Radiology Specialists Sc 401(K) Profit Sharing Plan And Trust$14.6M
    Wisconsin Radiology Specialists Sc · 2023
  5. 5
    Fromm Family Foods, LLC 401(K) Plan$10.9M
    Fromm Family Foods, LLC · 2023
  6. 6
    Hultafors Group North America 401(K) Plan$10.4M
    Hultafors Group Us Holdco LLC · 2023
  7. 7
    Hb Performance Systems, Inc. Defined Benefit Plan$9.8M
    Hb Performance Systems, Inc. · 2023
  8. 8
    Dhi Corp. Retirement Savings Plan$8.4M
    Dhi Corp. · 2023
  9. 9
    Super Steel LLC Retirement & Savings Plan$7.5M
    Super Steel LLC · 2023
  10. 10
    M.A. Lichter Co Inc Profit Sharing Plan$1.6M
    M.A. Lichter Co., Inc. · 2023
  11. 11
    Signature Two Company Retirement Plan$946.3K
    Signature Two Company · 2023
  12. 12
    Kelcourt, Inc. 401(K) Plan$769.3K
    Kelcourt, Inc. · 2023
  13. 13
    Jab Investments, Inc. 401(K) Plan$450.1K
    Jab Investments, Inc. · 2023
  14. 14
    Glenbrook Associates Inc. 401(K) Plan$230.4K
    Glenbrook Associates Inc. · 2023
  15. 15
    Cande Hoffman Holdings Inc 401(K) Plan$208.3K
    Cande Hoffman Holdings Inc · 2023
  16. 16
    Great Finds, Inc. Retirement Plan$177.1K
    Great Finds, Inc. · 2023
  17. 17
    Mtcnest Retirement Plan$59.5K
    Mtcnest, Inc. · 2023
  18. 18
    Stone Prairie Ventures Inc. Retirement Plan$57.2K
    Stone Prairie Ventures Inc. · 2023
  19. 19
    Homegate Direct Realty Holdings, Inc. 401(K) Plan$808
    Homegate Direct Realty Holdings, Inc. · 2023
  20. 20
    Asiage Corp. 401(K) Profit Sharing Plan$0
    Asiage Corp. · 2023
  21. 21
    Petal House Corporation 401(K) Profit Sharing Plan$0
    Petal House Corporation · 2023
  22. 22
    Hb Performance Systems, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Hb Performance Systems, Inc. · 2023
  23. 23
    Employee Benefit Plans For Employees Of Kendall Packaging Corporationnot reported in the loaded dataset
    Kendall Packaging Corporation · 2023
  24. 24
    Fromm Family Foods General Welfare Benefit Plannot reported in the loaded dataset
    Fromm Family Foods · 2023
  25. 25
    Super Steel LLC Group Benefit Plannot reported in the loaded dataset
    Super Steel LLC · 2023

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

Related Form 5500 pages