Sturgeon Bay, 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, Sturgeon Bay, WI has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $207,293,045 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $207,293,045
- Total reported liabilities (EOY)
- $2,088,895
- Total reported net assets (EOY)
- $205,204,150
Contributions & income
- Employer contributions
- $4,551,036
- Participant contributions
- $7,647,589
- Total income / additions
- $42,546,753
Expenses & distributions
- Benefits paid / distributions
- $18,679,758
- Total expenses
- $19,140,846
- Net increase / (decrease)
- $23,405,907
Coverage
- Total reported participants
- 3,119
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sturgeon Bay, 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 |
|---|---|---|---|
| Door County Memorial Hospital Tax Deferred Annuity Plan | Door County Memorial Hospital | $108,028,753 | 2023 |
| Ttx Holdings, Inc. 401(K) Plan | Ttx Holdings, Inc. | $56,108,392 | 2023 |
| Exactech Holdings, Inc. 401(K) Plan | Marine Travelift, Inc. | $17,675,937 | 2023 |
| Portside Builders, Inc. Employee Stock Ownership Plan | Portside Builders, Inc. | $15,388,322 | 2023 |
| N. E. W. Industries, Inc. 401(K) Profit Sharing Plan | N.E.W. Industries, Inc. | $8,376,492 | 2023 |
| Sturgeon Bay Metal Products, Inc. 401(K) Profit Sharing Plan & Trust | Sturgeon Bay Metal Products, Inc | $1,515,171 | 2023 |
| Fitfocus Incorporated Profit Sharing Plan | Fitfocus Incorporated | $199,978 | 2023 |
| N.E.W. Industries, Inc. Employee Benefit Plan | N.E.W. Industries, Inc. | not reported in the loaded dataset | 2023 |
| Door County Memorial Hospital Wrap Plan | Door County Memorial Hospital Dba Door County Medical Center | not reported in the loaded dataset | 2023 |
| Ttx Holdings, Inc. Health & Welfare Plan | Ttx Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Exactech Holdings Inc Group Benefit Plan | Exactech Holdings Inc | not reported in the loaded dataset | 2023 |
Largest plans in Sturgeon Bay → · Sturgeon Bay plans by participants → · Sturgeon Bay plans with financial data → · Sturgeon Bay plans with provider compensation → · $1B+ plans in Sturgeon Bay →
Related Form 5500 pages
- All WI Form 5500 filings
- Door County Memorial Hospital Tax Deferred Annuity Plan (plan 002)
- Door County Memorial Hospital — all reported plans
- Ttx Holdings, Inc. 401(K) Plan (plan 003)
- Ttx Holdings, Inc. — all reported plans
- Exactech Holdings, Inc. 401(K) Plan (plan 001)
- Marine Travelift, Inc. — all reported plans
- Portside Builders, Inc. Employee Stock Ownership Plan (plan 002)
- Portside Builders, Inc. — all reported plans
- N. E. W. Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- N.E.W. Industries, Inc. — all reported plans
- Sturgeon Bay Metal Products, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- Sturgeon Bay Metal Products, Inc — all reported plans
- Fitfocus Incorporated Profit Sharing Plan (plan 001)
- Fitfocus Incorporated — all reported plans
- N.E.W. Industries, Inc. Employee Benefit Plan (plan 501)
- Door County Memorial Hospital Wrap Plan (plan 504)
- Ttx Holdings, Inc. Health & Welfare Plan (plan 509)
- Exactech Holdings Inc Group Benefit Plan (plan 502)
- Exactech Holdings Inc — all reported plans
- Methodology
- Data sources