Plan5500

Two Rivers, 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, Two Rivers, WI has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $12,457,136 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Two Rivers

  • 6 loaded plans hold $12.5M in reported assets across 5 sponsors.
  • The largest, The Metal Ware Corporation Employees' Savings And Retirement Plan, holds 34% of reported Two Rivers plan assets.
  • Plans cover 416 participants — about 69 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.5MSummed across loaded plans$12,457,136
Total reported assets$12.5M$12,457,136
Total reported participants416
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.5M total assets
Net assets$12.5MLiabilities$0
Contributions & income
Employer contributions$367.4K
Participant contributions$567.2K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$302.5K

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation1 / 6 (17%)

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

Two Rivers market comparison

Largest plan share of assets34%The Metal Ware Corporation Employees' Savings And Retirement Plan
Participants per plan69Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Two Rivers

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

  1. 1
    The Metal Ware Corporation Employees' Savings And Retirement Plan$4.3M
    The Metal Ware Corporation · 2023
  2. 2
    Woodland Face Veneer LLC Retirement Plan$3.5M
    Woodland Face Veneer LLC · 2023
  3. 3
    Carron Net Company, Inc. Management & Clerical Profit Sharing Plan$2.8M
    Carron Net Company, Inc. · 2023
  4. 4
    Ball Auto & Truck Parts Inc. Retirement Plan$1.9M
    Ball Auto & Truck Parts, Inc. · 2023
  5. 5
    Metal Ware Corp Benefit Plannot reported in the loaded dataset
    Metal Ware Corporation · 2023
  6. 6
    Formrite Tube Company Employee Benefit Plannot reported in the loaded dataset
    Formrite Tube Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Two Rivers, WI?
6 plan(s) reported by 5 sponsor(s) are loaded for Two Rivers, WI.

Related Form 5500 pages