Schofield, 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, Schofield, WI has 19 loaded benefit plan(s) reported by 12 plan sponsor(s), with $702,584,066 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $702,584,066
- Total reported liabilities (EOY)
- $143,955
- Total reported net assets (EOY)
- $702,440,111
Contributions & income
- Employer contributions
- $17,089,269
- Participant contributions
- $35,117,789
- Total income / additions
- $159,850,779
Expenses & distributions
- Benefits paid / distributions
- $62,338,275
- Total expenses
- $63,713,747
- Net increase / (decrease)
- $96,137,032
Coverage
- Total reported participants
- 11,429
- Plans with financial statements
- 12
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Schofield, 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 |
|---|---|---|---|
| Greenheck Fan Corporation 401(K) & Savings Plan | Greenheck Fan Corporation | $515,910,898 | 2023 |
| L & S Electric, Inc. 401(K) Profit Sharing Plan | L & S Electric, Inc | $44,492,391 | 2023 |
| Merrill Steel 401(K) Plan | Merrill Iron & Steel, Inc. | $34,526,584 | 2023 |
| Wausau Supply Company 401(K) Plan | Wausau Supply Co. | $31,394,684 | 2023 |
| Jarp Employees Retirement Plan | Jarp Industries, Inc. | $19,605,968 | 2023 |
| Crystal Finishing Systems, Inc. 401(K) Plan | Crystal Finishing Systems, Inc. | $18,901,595 | 2023 |
| J & D Tube Benders Inc. Profit Sharing Plan | J & D Tube Benders, Inc. | $16,388,897 | 2023 |
| Norlen Inc 401k Profit Sharing Plan And Trust | Norlen, Inc | $8,912,835 | 2023 |
| Wynn O. Jones & Associates, Inc. 401(K) Profit Sharing Plan | Wynn O. Jones & Associates, Inc. | $5,856,619 | 2023 |
| Gordon Aluminum Industries, Inc. Hourly Supplemental Savings Plan | Gordon Aluminum Industries, Inc. | $3,712,329 | 2023 |
| Applied Laser Technologies LLC 401(K) Profit Sharing Plan & Trust | Applied Laser Technologies Acq | $2,481,833 | 2023 |
| Grapevine Concepts Of Wausau, Inc. Retirement Plan | Grapevine Concepts Of Wausau, Inc. | $399,433 | 2023 |
| Norlen Inc Welfare Benefit Plan | Norlen Inc. | not reported in the loaded dataset | 2023 |
| J&D Tube Benders, Inc. Group Benefit Plan | J&D Tube Benders, Inc. | not reported in the loaded dataset | 2023 |
| Merrill Iron & Steel, Inc. Health & Welfare Plan | Merrill Iron & Steel, Inc. | not reported in the loaded dataset | 2023 |
| Jarp Industries, Inc. Group Benefit Plan | Jarp Industries, Inc. | not reported in the loaded dataset | 2023 |
| Crystal Finishing Systems Inc. | Crystal Finishing Systems | not reported in the loaded dataset | 2023 |
| L & S Electric, Inc. Group Benefit Plan | L & S Electric, Inc. | not reported in the loaded dataset | 2023 |
| Gordon Aluminum Industries, Inc. Employee Benefit Plan | Gordon Aluminum Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Schofield → · Schofield plans by participants → · Schofield plans with financial data → · Schofield plans with provider compensation → · $1B+ plans in Schofield →
Related Form 5500 pages
- All WI Form 5500 filings
- Greenheck Fan Corporation 401(K) & Savings Plan (plan 005)
- Greenheck Fan Corporation — all reported plans
- L & S Electric, Inc. 401(K) Profit Sharing Plan (plan 001)
- L & S Electric, Inc — all reported plans
- Merrill Steel 401(K) Plan (plan 002)
- Merrill Iron & Steel, Inc. — all reported plans
- Wausau Supply Company 401(K) Plan (plan 001)
- Wausau Supply Co. — all reported plans
- Jarp Employees Retirement Plan (plan 009)
- Jarp Industries, Inc. — all reported plans
- Crystal Finishing Systems, Inc. 401(K) Plan (plan 001)
- Crystal Finishing Systems, Inc. — all reported plans
- J & D Tube Benders Inc. Profit Sharing Plan (plan 001)
- J & D Tube Benders, Inc. — all reported plans
- Norlen Inc 401k Profit Sharing Plan And Trust (plan 002)
- Norlen, Inc — all reported plans
- Wynn O. Jones & Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Wynn O. Jones & Associates, Inc. — all reported plans
- Gordon Aluminum Industries, Inc. Hourly Supplemental Savings Plan (plan 003)
- Gordon Aluminum Industries, Inc. — all reported plans
- Applied Laser Technologies LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Applied Laser Technologies Acq — all reported plans
- Grapevine Concepts Of Wausau, Inc. Retirement Plan (plan 001)
- Grapevine Concepts Of Wausau, Inc. — all reported plans
- Norlen Inc Welfare Benefit Plan (plan 501)
- J&D Tube Benders, Inc. Group Benefit Plan (plan 501)
- Merrill Iron & Steel, Inc. Health & Welfare Plan (plan 505)
- Methodology
- Data sources