Plan5500

Richland Center, 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, Richland Center, WI has 5 loaded benefit plan(s) reported by 1 plan sponsor(s), with $38,172,522 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
1
Latest filing year
2023

What stands out in Richland Center

  • 5 loaded plans hold $38.2M in reported assets across 1 sponsors.
  • The largest, The Richland Hospital, Inc. Tax Deferred Annuity Plan, holds 87% of reported Richland Center plan assets.
  • Plans cover 1,810 participants — about 362 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.2MSummed across loaded plans$38,172,522
Total reported assets$38.2M$38,172,522
Total reported participants1.8K1,810
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.2M total assets
Net assets$38.2MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2M
Total income / additions$16.4M
Expenses & distributions
Benefits paid / distributions$16.3M
Total expenses$16.4M
Net increase / (decrease)$2.1K

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Richland Center market comparison

Largest plan share of assets87%The Richland Hospital, Inc. Tax Deferred Annuity Plan
Participants per plan362Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Richland Center

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

  1. 1
    The Richland Hospital, Inc. Tax Deferred Annuity Plan$33.2M
    Richland Hospital, Inc. · 2023
  2. 2
    The Richland Hospital, Inc. Money Purchase Plan$5M
    Richland Hospital, Inc. · 2023
  3. 3
    The Richland Hospital, Inc. Health Plannot reported in the loaded dataset
    The Richland Hospital, Inc. · 2023
  4. 4
    The Richland Hospital, Inc. Life And Disability Plannot reported in the loaded dataset
    The Richland Hospital, Inc. · 2023
  5. 5
    The Richland Hospital, Inc. Vision Service Plannot reported in the loaded dataset
    The Richland Hospital, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Richland Center, WI?
5 plan(s) reported by 1 sponsor(s) are loaded for Richland Center, WI.

Related Form 5500 pages