Plan5500

River Falls, 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, River Falls, WI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,640,559 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in River Falls

  • 2 loaded plans hold $5.6M in reported assets across 1 sponsors.
  • The largest, Tw Vending Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of reported River Falls plan assets.
  • Plans cover 600 participants — about 300 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.6MSummed across loaded plans$5,640,559
Total reported assets$5.6M$5,640,559
Total reported participants600
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.6M total assets
Net assets$5.6MLiabilities$0
Contributions & income
Employer contributions$304K
Participant contributions$564.3K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$764.2K
Total expenses$783.6K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

River Falls market comparison

Largest plan share of assets100%Tw Vending Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan300Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in River Falls

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

  1. 1
    Tw Vending Inc. 401(K) Profit Sharing Plan And Trust$5.6M
    Tw Vending Inc. · 2023
  2. 2
    T W Vending Health And Welfare Plannot reported in the loaded dataset
    T W Vending · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for River Falls, WI?
2 plan(s) reported by 1 sponsor(s) are loaded for River Falls, WI.

Related Form 5500 pages