Plan5500

Spooner, 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, Spooner, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $26,472,673 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
3
Latest filing year
2023

What stands out in Spooner

  • 3 loaded plans hold $26.5M in reported assets across 3 sponsors.
  • The largest, Spooner Health System 403(B) Plan, holds 57% of reported Spooner plan assets.
  • Plans cover 318 participants — about 106 per plan.
  • 100% 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$26.5MSummed across loaded plans$26,472,673
Total reported assets$26.5M$26,472,673
Total reported participants318
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.5M total assets
Net assets$26.5MLiabilities$0
Contributions & income
Employer contributions$596.1K
Participant contributions$1.3M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.7M
Net increase / (decrease)$885.2K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Spooner market comparison

Largest plan share of assets57%Spooner Health System 403(B) Plan
Participants per plan106Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Spooner

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

  1. 1
    Spooner Health System 403(B) Plan$15.2M
    Spooner Health System, Inc. · 2023
  2. 2
    R. Stresau Laboratory Inc. Savings Plan$10.5M
    R. Stresau Laboratory, Inc. · 2023
  3. 3
    Northwoods Hardware Hank Inc. Retirement Plan$782K
    Northwoods Hardware Hank Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages