Monroe, 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, Monroe, WI has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $352,172,858 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $352,172,858
- Total reported liabilities (EOY)
- $5,308,459
- Total reported net assets (EOY)
- $346,864,399
Contributions & income
- Employer contributions
- $12,787,828
- Participant contributions
- $13,052,801
- Total income / additions
- $79,118,351
Expenses & distributions
- Benefits paid / distributions
- $33,012,610
- Total expenses
- $34,160,882
- Net increase / (decrease)
- $44,957,469
Coverage
- Total reported participants
- 8,998
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monroe, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Colony Brands, Inc. Retirement Savings Plan | Colony Brands, Inc. | $174,776,590 | 2023 |
| Colony Brands, Inc. Pension Plan | Colony Brands, Inc. | $59,117,699 | 2023 |
| Monroe Truck Equipment, Inc. Profit Sharing And Savings Plan | Monroe Truck Equipment, Inc. | $51,378,094 | 2023 |
| Klondike Cheese Co. 401(K) Retirement Plan | Klondike Cheese Co. | $31,373,162 | 2023 |
| Precision Drive & Control, Inc. Retirement Savings Plan | Precision Drive & Control, Inc. | $23,237,031 | 2023 |
| Precision Drive & Control, Inc. Employee Stock Ownership Plan | Precision Drive & Control, Inc. | $12,290,282 | 2023 |
| Monroe Truck Equipment, Inc. Life & Health Insurance Plan | Monroe Truck Equipment, Inc. | not reported in the loaded dataset | 2023 |
| Colony Brands, Inc. Health Care Plan | Colony Brands, Inc. | not reported in the loaded dataset | 2023 |
| Klondike Cheese Company Welfare Benefit Plan | Klondike Cheese Company | not reported in the loaded dataset | 2023 |
| Sabrosura Foods Employee Benefits Plan | Sabrosura Foods | not reported in the loaded dataset | 2023 |
| Alpine Slicing & Cheese Conversion Compnay | Alpince Slicing & Cheese Conversion Company | not reported in the loaded dataset | 2023 |
Largest plans in Monroe → · Monroe plans by participants → · Monroe plans with financial data → · Monroe plans with provider compensation → · $1B+ plans in Monroe →
Related Form 5500 pages
- All WI Form 5500 filings
- Colony Brands, Inc. Retirement Savings Plan (plan 002)
- Colony Brands, Inc. — all reported plans
- Colony Brands, Inc. Pension Plan (plan 001)
- Monroe Truck Equipment, Inc. Profit Sharing And Savings Plan (plan 001)
- Monroe Truck Equipment, Inc. — all reported plans
- Klondike Cheese Co. 401(K) Retirement Plan (plan 001)
- Klondike Cheese Co. — all reported plans
- Precision Drive & Control, Inc. Retirement Savings Plan (plan 001)
- Precision Drive & Control, Inc. — all reported plans
- Precision Drive & Control, Inc. Employee Stock Ownership Plan (plan 002)
- Monroe Truck Equipment, Inc. Life & Health Insurance Plan (plan 501)
- Colony Brands, Inc. Health Care Plan (plan 501)
- Klondike Cheese Company Welfare Benefit Plan (plan 501)
- Sabrosura Foods Employee Benefits Plan (plan 506)
- Sabrosura Foods — all reported plans
- Alpine Slicing & Cheese Conversion Compnay (plan 501)
- Alpince Slicing & Cheese Conversion Company — all reported plans
- Methodology
- Data sources