Pewaukee, 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, Pewaukee, WI has 52 loaded benefit plan(s) reported by 33 plan sponsor(s), with $938,667,366 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 52
- Plan sponsors
- 33
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $938,667,366
- Total reported liabilities (EOY)
- $135,475,977
- Total reported net assets (EOY)
- $803,191,389
Contributions & income
- Employer contributions
- $177,893,079
- Participant contributions
- $32,705,480
- Total income / additions
- $324,094,655
Expenses & distributions
- Benefits paid / distributions
- $244,094,111
- Total expenses
- $251,021,800
- Net increase / (decrease)
- $73,072,855
Coverage
- Total reported participants
- 25,963
- Plans with financial statements
- 38
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pewaukee, 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 |
|---|---|---|---|
| Operating Engineers Local 139 Health Benefit Fund | Operating Engineers Local 139 Health Benefit Fund | $487,111,809 | 2023 |
| Century Fence Company Retirement Plan | Century Fence Co. | $47,427,229 | 2023 |
| Orthopaedic Associates Of Wisconsin, S. C. Profit Sharing Plan | Orthopaedic Associates Of Wisconsin, S.C. | $46,478,957 | 2023 |
| Visu-Sewer, Inc. 401(K) Savings Plan | Visu-Sewer, Inc. | $38,724,255 | 2023 |
| Waterstone Mortgage 401(K) Plan | Waterstone Mortgage Corporation | $37,829,725 | 2023 |
| Thermotron Employees Retirement Plan | Venturedyne Ltd | $34,942,770 | 2023 |
| Operating Engineers Local 139 Defined Contribution Annuity Fund | Trustees -Operating Engineers Local 139 Defined Contribution Annuity F | $34,101,240 | 2023 |
| Harken, Inc. Employee Stock Ownership Plan | Harken, Inc. | $29,437,700 | 2023 |
| Venturedyne Ltd Salaried Defferral Investment Plan | Venturedyne Ltd | $27,509,628 | 2023 |
| Harken, Inc. 401(K) Savings Plan | Harken, Inc. | $25,187,721 | 2023 |
| Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit Plan | Orthopaedic Associates Of Wisconsin, S.C. | $24,780,543 | 2023 |
| Venturedyne Salaried Retirement Plan | Venturedyne, Ltd | $17,959,270 | 2023 |
| Urban Manufacturing Co., Inc. 401(K) Profit Sharing Plan | Urban Manufacturing Co., Inc. | $17,244,444 | 2023 |
| Total Mechanical 401(K) Retirement Plan | Total Mechanical, Inc. | $14,844,203 | 2023 |
| Ennvee Technogroup, Inc. 401(K) Plan | Ennvee Technogroup, Inc. | $13,143,762 | 2023 |
| Neumann Companies Retirement Program | Neumann Developments, Inc. | $11,393,900 | 2023 |
| Carnes Company Pension Plan | Carnes Company | $8,503,974 | 2023 |
| Northern Stainless Corporation 401(K) Salary Savings Plan | Northern Stainless Corporation | $5,512,550 | 2023 |
| Bevara 401(K) Plan | Bevara, Inc. | $3,745,872 | 2023 |
| The Bero Group, LLC 401(K) Profit Sharing Plan | The Bero Group, LLC | $3,482,542 | 2023 |
| The Dings Company Pension Plan | Venturedyne Ltd | $2,336,667 | 2023 |
| Carnes Company Sanford Pension Plan | Carnes Company | $1,685,361 | 2023 |
| International Longshoremen'S Association Local 815 Welfare Fund | Board Of Trustees Of International Longshoremen'S Association Local 81 | $1,342,766 | 2023 |
| Chisolm Boyd And White Pension Plan | Venturedyne Ltd | $793,896 | 2023 |
| Eighteen22 Inc. Retirement Plan | Eighteen22 Inc. | $770,088 | 2023 |
Largest plans in Pewaukee → · Pewaukee plans by participants → · Pewaukee plans with financial data → · Pewaukee plans with provider compensation → · $1B+ plans in Pewaukee →
Related Form 5500 pages
- All WI Form 5500 filings
- Operating Engineers Local 139 Health Benefit Fund (plan 599)
- Operating Engineers Local 139 Health Benefit Fund — all reported plans
- Century Fence Company Retirement Plan (plan 001)
- Century Fence Co. — all reported plans
- Orthopaedic Associates Of Wisconsin, S. C. Profit Sharing Plan (plan 001)
- Orthopaedic Associates Of Wisconsin, S.C. — all reported plans
- Visu-Sewer, Inc. 401(K) Savings Plan (plan 001)
- Visu-Sewer, Inc. — all reported plans
- Waterstone Mortgage 401(K) Plan (plan 001)
- Waterstone Mortgage Corporation — all reported plans
- Thermotron Employees Retirement Plan (plan 017)
- Venturedyne Ltd — all reported plans
- Operating Engineers Local 139 Defined Contribution Annuity Fund (plan 001)
- Trustees -Operating Engineers Local 139 Defined Contribution Annuity F — all reported plans
- Harken, Inc. Employee Stock Ownership Plan (plan 002)
- Harken, Inc. — all reported plans
- Venturedyne Ltd Salaried Defferral Investment Plan (plan 010)
- Harken, Inc. 401(K) Savings Plan (plan 001)
- Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit Plan (plan 003)
- Venturedyne Salaried Retirement Plan (plan 016)
- Urban Manufacturing Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Urban Manufacturing Co., Inc. — all reported plans
- Total Mechanical 401(K) Retirement Plan (plan 002)
- Total Mechanical, Inc. — all reported plans
- Ennvee Technogroup, Inc. 401(K) Plan (plan 001)
- Ennvee Technogroup, Inc. — all reported plans
- Methodology
- Data sources