Plan5500

Oconto, 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, Oconto, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,119,358 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.1MSummed across loaded plans$14,119,358
Total reported assets$14.1M$14,119,358
Total reported participants1.1K1,066
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.1M total assets
Net assets$14.1MLiabilities$0
Contributions & income
Employer contributions$445.5K
Participant contributions$752.2K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation3 / 4 (75%)

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

Oconto market comparison

Largest plan share of assets66%403(B) Thrift Plan Of Newcap, Inc.
Participants per plan267Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Oconto

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

  1. 1
    403(B) Thrift Plan Of Newcap, Inc.$9.3M
    Newcap, Inc. · 2023
  2. 2
    Unlimited Services, Inc. Retirement Savings Plan$4.8M
    Unlimited Services Of Wisconsin, Inc. · 2023
  3. 3
    Unlimited Services Of Wi Inc Flexible Benefits Plannot reported in the loaded dataset
    Unlimited Services Of Wi LLC · 2023
  4. 4
    Kcs Companies Group Insurance Trust Protection Programnot reported in the loaded dataset
    Kcs Companies · 2023

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

Related Form 5500 pages