Superior, 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, Superior, WI has 28 loaded benefit plan(s) reported by 16 plan sponsor(s), with $125,844,400 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $125,844,400
- Total reported liabilities (EOY)
- $546,411
- Total reported net assets (EOY)
- $125,297,989
Contributions & income
- Employer contributions
- $3,729,110
- Participant contributions
- $6,979,648
- Total income / additions
- $23,959,728
Expenses & distributions
- Benefits paid / distributions
- $8,712,286
- Total expenses
- $9,110,062
- Net increase / (decrease)
- $14,849,666
Coverage
- Total reported participants
- 5,517
- Plans with financial statements
- 16
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Superior, 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 |
|---|---|---|---|
| Amsoil, Inc. Retirement Savings Plan | Amsoil, Inc. | $45,874,575 | 2023 |
| National Bank Of Commerce 401(K) Profit Sharing Plan | Natcom Bancshares, Inc. | $21,766,458 | 2023 |
| Halvor Lines, Inc. Employees' 401(K) Profit Sharing Plan | Halvor Lines, Inc. | $17,788,366 | 2023 |
| Superior Choice Credit Union Cash Balance Defined Benefit Plan And Trust | Superior Choice Credit Union | $11,991,597 | 2023 |
| Family Forum, Inc. 403(B) Plan | Family Forum, Inc. | $4,930,903 | 2023 |
| Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust | Campbell Lumber & Supply Co., Inc. | $3,824,501 | 2023 |
| Superior Choice Credit Union 401(K) Plan & Trust | Superior Choice Credit Union | $3,728,841 | 2023 |
| Feradyne Outdoors Retirement Savings Plan | Feradyne Outdoors LLC | $3,573,849 | 2023 |
| Manion'S 401(K) Retirement Plan | Manions Wholesale Building Supplies, Inc | $3,515,484 | 2023 |
| Fraser Industries Union Employees 401(K) | Fraser Industries | $2,784,661 | 2023 |
| Holden Insurance Agency, Inc. Employee Stock Ownership Plan And Trust | Holden Insurance Agency, Inc. | $2,029,374 | 2023 |
| Barko Hydraulics, L.L.C. 401(K) Plan For Employees Of Local Lodge No. 117 Of The International Brotherhood Of Boilermakers | Barko Hydraulics, L.L.C. | $1,968,084 | 2023 |
| Superior Savings Bank Profit Sharing Plan | Superior Savings Bank | $1,759,212 | 2023 |
| Msj, Inc. 401(K) Plan | Msj, Inc. | $152,191 | 2023 |
| Atypical Enterprises, Inc. 401(K) Plan | Atypical Enterprises, Inc. | $95,373 | 2023 |
| Iconic Integrity, Inc. 401(K) Plan | Iconic Integrity, Inc. | $60,931 | 2023 |
| National Bank Of Commerce Employee Assistance Plan | Natcom Bancshares, Inc. | not reported in the loaded dataset | 2023 |
| National Bank Of Commerce Life Insurance Plan | Natcom Bancshares, Inc. | not reported in the loaded dataset | 2023 |
| National Bank Of Commerce Long-Term Disability Plan | Natcom Bancshares, Inc. | not reported in the loaded dataset | 2023 |
| National Bank Of Commerce Short-Term Disability Plan | Natcom Bancshares, Inc. | not reported in the loaded dataset | 2023 |
| Manion'S Wholesale Building Supply, Inc. Comprehensive Health And Welfare Benefits Plan | Manion'S Wholesale Building Supply, Inc. | not reported in the loaded dataset | 2023 |
| Halvor Lines Inc. Benefits Plan | Halvor Lines, Inc. | not reported in the loaded dataset | 2023 |
| Fraser Industries Flexible Benefits Plan | Fraser Industries | not reported in the loaded dataset | 2023 |
| Amsoil Inc Health And Welfare Benefit Plan | Amsoil Inc | not reported in the loaded dataset | 2023 |
| Jeff Foster Trucking Basic Life | Jeff Foster Trucking, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Superior → · Superior plans by participants → · Superior plans with financial data → · Superior plans with provider compensation → · $1B+ plans in Superior →
Related Form 5500 pages
- All WI Form 5500 filings
- Amsoil, Inc. Retirement Savings Plan (plan 001)
- Amsoil, Inc. — all reported plans
- National Bank Of Commerce 401(K) Profit Sharing Plan (plan 002)
- Natcom Bancshares, Inc. — all reported plans
- Halvor Lines, Inc. Employees' 401(K) Profit Sharing Plan (plan 001)
- Halvor Lines, Inc. — all reported plans
- Superior Choice Credit Union Cash Balance Defined Benefit Plan And Trust (plan 001)
- Superior Choice Credit Union — all reported plans
- Family Forum, Inc. 403(B) Plan (plan 001)
- Family Forum, Inc. — all reported plans
- Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & Trust (plan 002)
- Campbell Lumber & Supply Co., Inc. — all reported plans
- Superior Choice Credit Union 401(K) Plan & Trust (plan 002)
- Feradyne Outdoors Retirement Savings Plan (plan 001)
- Feradyne Outdoors LLC — all reported plans
- Manion'S 401(K) Retirement Plan (plan 001)
- Manions Wholesale Building Supplies, Inc — all reported plans
- Fraser Industries Union Employees 401(K) (plan 002)
- Fraser Industries — all reported plans
- Holden Insurance Agency, Inc. Employee Stock Ownership Plan And Trust (plan 003)
- Holden Insurance Agency, Inc. — all reported plans
- Barko Hydraulics, L.L.C. 401(K) Plan For Employees Of Local Lodge No. 117 Of The International Brotherhood Of Boilermakers (plan 002)
- Barko Hydraulics, L.L.C. — all reported plans
- Superior Savings Bank Profit Sharing Plan (plan 002)
- Superior Savings Bank — all reported plans
- Msj, Inc. 401(K) Plan (plan 001)
- Msj, Inc. — all reported plans
- Atypical Enterprises, Inc. 401(K) Plan (plan 001)
- Atypical Enterprises, Inc. — all reported plans
- Methodology
- Data sources