Rio, 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, Rio, WI has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $21,035,654 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Rio

  • 3 loaded plans hold $21M in reported assets across 2 sponsors.
  • The largest, The Md Group LLC 401(K) Profit Sharing Plan & Trust, holds 94% of reported Rio plan assets.
  • Plans cover 786 participants — about 262 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.2MSummed across loaded plans$20,179,817
Total reported assets$21M$21,035,654
Total reported participants786
Total reported liabilities$855.8K$855,837

Reported net position

Reported assets = net assets + liabilities (summed)$21M total assets
Net assets$20.2MLiabilities$855.8K
Contributions & income
Employer contributions$627.2K
Participant contributions$1.3M
Total income / additions$6M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$4.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Rio market comparison

Largest plan share of assets94%The Md Group LLC 401(K) Profit Sharing Plan & Trust
Participants per plan262Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rio

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

  1. 1
  2. 2
  3. 3
    Md Group, LLC Health & Welfare Plannot reported in the loaded dataset
    Md Group, LLC Dba Hometown Pharmacy · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages