How many Form 5500 benefit plans are loaded for New Holstein, WI?

1 plan(s) reported by 1 sponsor(s) are loaded for New Holstein, WI.

New Holstein, 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 Holstein, WI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,260,018 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in New Holstein

1 loaded plans hold $8.3M in reported assets across 1 sponsors.
The largest, M-B Companies, Inc. Deferred Savings Plan, holds 100% of reported New Holstein plan assets.
Plans cover 146 participants — about 146 per plan.
100% of loaded plans report full Schedule H/I financial statements.
100% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.3MSummed across loaded plans$8,260,018

Total reported assets$8.3M$8,260,018

Total reported participants146

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets

Net assets$8.3MLiabilities—

Contributions & income

Employer contributions$200.5K

Participant contributions$546.5K

Total income / additions$2.2M

Expenses & distributions

Benefits paid / distributions$1.6M

Total expenses$1.6M

Net increase / (decrease)$513.4K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Holstein, 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 Holstein market comparison

Largest plan share of assets100%M-B Companies, Inc. Deferred Savings Plan

Participants per plan146Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in New Holstein

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

1
M-B Companies, Inc. Deferred Savings Plan$8.3M
M-B Companies, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Holstein, WI?: 1 plan(s) reported by 1 sponsor(s) are loaded for New Holstein, WI.