Plan5500

Stoughton, 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, Stoughton, WI has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $165,144,067 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
7
Latest filing year
2023

What stands out in Stoughton

  • 12 loaded plans hold $165.1M in reported assets across 7 sponsors.
  • The largest, Nelson Global Products 401(K) Plan, holds 34% of reported Stoughton plan assets.
  • Plans cover 7,382 participants — about 615 per plan.
  • 58% 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$165.1MSummed across loaded plans$165,144,067
Total reported assets$165.1M$165,144,067
Total reported participants7.4K7,382
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$165.1M total assets
Net assets$165.1MLiabilities$0
Contributions & income
Employer contributions$4.2M
Participant contributions$11.9M
Total income / additions$43M
Expenses & distributions
Benefits paid / distributions$19.9M
Total expenses$20.3M
Net increase / (decrease)$22.7M

Data coverage

Plans with financial statements7 / 12 (58%)
Plans with provider compensation4 / 12 (33%)

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

Stoughton market comparison

Largest plan share of assets34%Nelson Global Products 401(K) Plan
Participants per plan615Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Stoughton

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

  1. 1
    Nelson Global Products 401(K) Plan$55.6M
    Nelson Global Products Inc. · 2023
  2. 2
    Sti Holdings, Inc. 401(K) Plan$38M
    Sti Holdings, Inc. · 2023
  3. 3
    Stoughton Hospital Association Tax Deferred Annuity 403(B) Plan$32.1M
    Stoughton Hospital Association · 2023
  4. 4
    Emmi Roth Usa 401(K) Plan$25.5M
    Emmi Roth Usa, Inc. · 2023
  5. 5
    Edge One 401(K) Savings Plan$7.6M
    Edge One, LLC · 2023
  6. 6
    Stoughton Lumber Employee 401(K) Profit Sharing Plan$3.2M
    Stoughton Lumber · 2023
  7. 7
    Zalk Josephs Fabricators, L.L.C. 401(K) Plan For Employees Of Local Union No. 665 Of International Association Of Ironworkers$3.1M
    Zalk Josephs Fabricators, L.L.C. · 2023
  8. 8
    Edge One, Inc. Life And Disability Plannot reported in the loaded dataset
    Edge One, Inc. · 2023
  9. 9
    Stoughton Hospital Association Group Health And Welfare Wrap Plannot reported in the loaded dataset
    Stoughton Hospital Association · 2023
  10. 10
    Nelson Global Products, Inc. Health Plannot reported in the loaded dataset
    Nelson Global Products, Inc. · 2023
  11. 11
    Sti Holdings, Inc Health And Welfare Benefit Plannot reported in the loaded dataset
    Sti Holdings, Inc. · 2023
  12. 12
    Emmi Roth Usa, Inc. Employees Group Benefits Programnot reported in the loaded dataset
    Emmi Roth Usa, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Stoughton, WI?
12 plan(s) reported by 7 sponsor(s) are loaded for Stoughton, WI.

Related Form 5500 pages