Plan5500

Prescott, 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, Prescott, WI has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,021,266 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
2
Latest filing year
2023

What stands out in Prescott

  • 5 loaded plans hold $7M in reported assets across 2 sponsors.
  • The largest, Tclad Inc. 401(K) Plan, holds 60% of reported Prescott plan assets.
  • Plans cover 879 participants — about 176 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7MSummed across loaded plans$7,021,266
Total reported assets$7M$7,021,266
Total reported participants879
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7M total assets
Net assets$7MLiabilities$0
Contributions & income
Employer contributions$557.9K
Participant contributions$1M
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation1 / 5 (20%)

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

Prescott market comparison

Largest plan share of assets60%Tclad Inc. 401(K) Plan
Participants per plan176Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Prescott

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

  1. 1
    Tclad Inc. 401(K) Plan$4.2M
    Tclad Inc. · 2023
  2. 2
    Sos Prescott, Inc. 401(K) Plan$2.8M
    Sos Prescott, Inc. · 2023
  3. 3
    Tclad, Inc Welfare Benefit Plannot reported in the loaded dataset
    Tclad, Inc · 2023
  4. 4
    Tclad, Inc Medical Plannot reported in the loaded dataset
    Tclad, Inc · 2023
  5. 5
    Tclad, Inc Vision Plannot reported in the loaded dataset
    Tclad, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Prescott, WI?
5 plan(s) reported by 2 sponsor(s) are loaded for Prescott, WI.

Related Form 5500 pages