Plan5500

Mosinee, 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, Mosinee, WI has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $181,078,229 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

What stands out in Mosinee

  • 9 loaded plans hold $181.1M in reported assets across 7 sponsors.
  • The largest, Plumbers & Steamfitters Local 434 And Mca Supplemental 401k, holds 57% of reported Mosinee plan assets.
  • Plans cover 4,164 participants — about 463 per plan.
  • 56% of loaded plans report full Schedule H/I financial statements.
  • 56% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$167.2MSummed across loaded plans$167,241,350
Total reported assets$181.1M$181,078,229
Total reported participants4.2K4,164
Total reported liabilities$13.8M$13,836,879

Reported net position

Reported assets = net assets + liabilities (summed)$181.1M total assets
Net assets$167.2MLiabilities$13.8M
Contributions & income
Employer contributions$25.6M
Participant contributions$5.2M
Total income / additions$52.4M
Expenses & distributions
Benefits paid / distributions$23.6M
Total expenses$25.9M
Net increase / (decrease)$26.5M

Data coverage

Plans with financial statements5 / 9 (56%)
Plans with provider compensation5 / 9 (56%)

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

Mosinee market comparison

Largest plan share of assets57%Plumbers & Steamfitters Local 434 And Mca Supplemental 401k
Participants per plan463Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Mosinee

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

  1. 1
    Plumbers & Steamfitters Local 434 And Mca Supplemental 401k$103.1M
    Plumbers & Steamfitters Local 434 Local 434 · 2023
  2. 2
    Plumbers, Pipefitters, Refrigeration Workers Service Techs Local 434 Health & Welfare Trust$37.9M
    Local 434 Health & Welfare Fund Workers And Service Techs · 2023
  3. 3
    Mullins Cheese, Inc. Profit Sharing Plan$27.3M
    Mullins Cheese, Inc. · 2023
  4. 4
    401(K) Plan For Arow Global Corp.$7M
    Arow Global Corp. · 2023
  5. 5
    G3 Industries, Inc. 401(K) Plan$5.8M
    G3 Industries, Inc. · 2023
  6. 6
    G3 Industries Inc Welfare Benefit Plannot reported in the loaded dataset
    G3 Industries Inc · 2023
  7. 7
    Mullins Cheese Inc. Wrap Plannot reported in the loaded dataset
    Mullins Cheese, Inc. · 2023
  8. 8
    Swiderski Equipment, Inc. Employee Benefit Plannot reported in the loaded dataset
    Swiderski Equipment Inc · 2023
  9. 9
    Arow Global Corp. Health And Welfare Plannot reported in the loaded dataset
    Arow Global Corp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mosinee, WI?
9 plan(s) reported by 7 sponsor(s) are loaded for Mosinee, WI.

Related Form 5500 pages