Plan5500

New Glarus, 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, New Glarus, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $45,502,465 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in New Glarus

  • 4 loaded plans hold $45.5M in reported assets across 3 sponsors.
  • The largest, New Glarus Brewing Company Employee Stock Ownership Plan, holds 55% of reported New Glarus plan assets.
  • Plans cover 343 participants — about 86 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.2MSummed across loaded plans$34,239,216
Total reported assets$45.5M$45,502,465
Total reported participants343
Total reported liabilities$11.3M$11,263,249

Reported net position

Reported assets = net assets + liabilities (summed)$45.5M total assets
Net assets$34.2MLiabilities$11.3M
Contributions & income
Employer contributions$1.2M
Participant contributions$1.1M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$345K
Total expenses$658.1K
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

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

New Glarus market comparison

Largest plan share of assets55%New Glarus Brewing Company Employee Stock Ownership Plan
Participants per plan86Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in New Glarus

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

  1. 1
    New Glarus Brewing Company Employee Stock Ownership Plan$24.9M
    New Glarus Brewing Company · 2023
  2. 2
    The Bank Of New Glarus 401(K) Retirement Plan$10.3M
    The Bank Of New Glarus · 2023
  3. 3
    New Glarus Brewing Company 401(K) Plan$9.9M
    New Glarus Brewing Company · 2023
  4. 4
    Bartels Tools Retirement Plan$362.1K
    Bartels Tools, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Glarus, WI?
4 plan(s) reported by 3 sponsor(s) are loaded for New Glarus, WI.

Related Form 5500 pages