Sturtevant, 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, Sturtevant, WI has 23 loaded benefit plan(s) reported by 12 plan sponsor(s), with $318,529,527 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $318,529,527
- Total reported liabilities (EOY)
- $31,071,827
- Total reported net assets (EOY)
- $287,457,700
Contributions & income
- Employer contributions
- $11,439,298
- Participant contributions
- $19,440,481
- Total income / additions
- $82,709,874
Expenses & distributions
- Benefits paid / distributions
- $37,662,854
- Total expenses
- $39,246,524
- Net increase / (decrease)
- $43,463,350
Coverage
- Total reported participants
- 9,503
- Plans with financial statements
- 13
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sturtevant, 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 |
|---|---|---|---|
| Brp Us Inc. 401(K) Savings Plan | Brp Us Inc. | $150,962,974 | 2023 |
| Andis Company 401(K) | Andis Company | $40,696,954 | 2023 |
| Putzmeister America, Inc. 401(K) Plan | Putzmeister America, Inc. | $30,555,973 | 2023 |
| Poclain Hydraulics, Inc. Savings & Retirement Plan | Poclain Hydraulics, Inc. | $22,620,452 | 2023 |
| Grand Appliance Co., Inc. 401(K) Plan | Grand Appliance Co., Inc. | $13,369,849 | 2023 |
| Social Current Retirement Plan | Social Current | $12,669,649 | 2023 |
| Horizon Retail Construction 401(K) Profit Sharing Plan | Horizon Retail Construction, Inc. | $11,287,095 | 2023 |
| K. H. Employee Stock Ownership Plan | Korndoerfer Homes, Inc. | $10,940,000 | 2023 |
| Carpetland Usa Milwaukee, Inc. Employee Stock Ownership Plan | Carpetland Usa Milwaukee, Inc. | $10,850,500 | 2023 |
| Leman U.S.A. Inc., Profit Sharing/401(K) Plan | Leman U.S.A. Inc. | $8,410,529 | 2023 |
| Oakdale Estates Inc Profit Sharing Plan | Oakdale Estates Inc | $6,035,782 | 2023 |
| Csymx Inc. 401(K) Plan | Csymx Inc. | $129,770 | 2023 |
| Andis Company Pension Plan | Andis Company | $0 | 2023 |
| Poclain Hydraulics Inc Life Insurance Program | Poclain Hydraulics Inc | not reported in the loaded dataset | 2023 |
| Poclain Hydraulics Inc Group Dental Plan | Poclain Hydraulics Inc | not reported in the loaded dataset | 2023 |
| Poclain Hydraulics Inc Vision Plan | Poclain Hydraulics Inc | not reported in the loaded dataset | 2023 |
| Grand Appliance Company Inc. Employee Benefits | Grand Appliance Company, Inc. | not reported in the loaded dataset | 2023 |
| Putzmeister America, Inc. Employee Health And Welf Are Benefit Plan | Putzmeister America, Inc. | not reported in the loaded dataset | 2023 |
| Leman Wrap Plan | Leman U.S.A., Inc. | not reported in the loaded dataset | 2023 |
| Andis Company Group Benefit Plan | Andis Company | not reported in the loaded dataset | 2023 |
| Horizon Retail Construction, Inc. | Horizon Retail Construction, Inc. | not reported in the loaded dataset | 2023 |
| Brp Us Inc. Welfare Benefit Plan | Brp Us Inc. | not reported in the loaded dataset | 2023 |
| Poclain Hydraulics Inc Health Benefit Plan | Poclain Hydraulics Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sturtevant → · Sturtevant plans by participants → · Sturtevant plans with financial data → · Sturtevant plans with provider compensation → · $1B+ plans in Sturtevant →
Related Form 5500 pages
- All WI Form 5500 filings
- Brp Us Inc. 401(K) Savings Plan (plan 001)
- Brp Us Inc. — all reported plans
- Andis Company 401(K) (plan 003)
- Andis Company — all reported plans
- Putzmeister America, Inc. 401(K) Plan (plan 001)
- Putzmeister America, Inc. — all reported plans
- Poclain Hydraulics, Inc. Savings & Retirement Plan (plan 001)
- Poclain Hydraulics, Inc. — all reported plans
- Grand Appliance Co., Inc. 401(K) Plan (plan 001)
- Grand Appliance Co., Inc. — all reported plans
- Social Current Retirement Plan (plan 003)
- Social Current — all reported plans
- Horizon Retail Construction 401(K) Profit Sharing Plan (plan 001)
- Horizon Retail Construction, Inc. — all reported plans
- K. H. Employee Stock Ownership Plan (plan 002)
- Korndoerfer Homes, Inc. — all reported plans
- Carpetland Usa Milwaukee, Inc. Employee Stock Ownership Plan (plan 002)
- Carpetland Usa Milwaukee, Inc. — all reported plans
- Leman U.S.A. Inc., Profit Sharing/401(K) Plan (plan 001)
- Leman U.S.A. Inc. — all reported plans
- Oakdale Estates Inc Profit Sharing Plan (plan 001)
- Oakdale Estates Inc — all reported plans
- Csymx Inc. 401(K) Plan (plan 001)
- Csymx Inc. — all reported plans
- Andis Company Pension Plan (plan 002)
- Poclain Hydraulics Inc Life Insurance Program (plan 502)
- Poclain Hydraulics Inc Group Dental Plan (plan 503)
- Methodology
- Data sources