Tomah, 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, Tomah, WI has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $40,872,804 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $40,872,804
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $40,872,804
Contributions & income
- Employer contributions
- $1,367,638
- Participant contributions
- $2,808,287
- Total income / additions
- $9,752,291
Expenses & distributions
- Benefits paid / distributions
- $3,188,050
- Total expenses
- $3,352,187
- Net increase / (decrease)
- $6,400,104
Coverage
- Total reported participants
- 1,586
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tomah, 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 |
|---|---|---|---|
| Tomah Health Retirement Plan | Tomah Memorial Hospital | $30,925,030 | 2023 |
| Allan Gerke & Sons, Inc. 401(K) Plan | Allan Gerke & Sons, Inc. | $9,947,774 | 2023 |
| Tomah Health & Welfare Plan | Tomah Memorial Hospital Dba Tomah Health | not reported in the loaded dataset | 2023 |
| Health Benefits For Employees Of Tomah Memorial Hospital | Tomah Memorial Hospital | not reported in the loaded dataset | 2023 |
| Tomah Memorial Hospital Flexible Compensation Plan | Tomah Memorial Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Tomah → · Tomah plans by participants → · Tomah plans with financial data → · Tomah plans with provider compensation → · $1B+ plans in Tomah →
Related Form 5500 pages
- All WI Form 5500 filings
- Tomah Health Retirement Plan (plan 001)
- Tomah Memorial Hospital — all reported plans
- Allan Gerke & Sons, Inc. 401(K) Plan (plan 001)
- Allan Gerke & Sons, Inc. — all reported plans
- Tomah Health & Welfare Plan (plan 505)
- Health Benefits For Employees Of Tomah Memorial Hospital (plan 506)
- Tomah Memorial Hospital Flexible Compensation Plan (plan 509)
- Methodology
- Data sources