Plan5500

Wales, 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, Wales, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,177,692 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Wales

  • 3 loaded plans hold $8.2M in reported assets across 3 sponsors.
  • The largest, Bob Anderson Builders, Inc. Employee Stock Ownership Plan, holds 53% of reported Wales plan assets.
  • Plans cover 258 participants — about 86 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,151,414
Total reported assets$8.2M$8,177,692
Total reported participants258
Total reported liabilities$4M$4,026,278

Reported net position

Reported assets = net assets + liabilities (summed)$8.2M total assets
Net assets$4.2MLiabilities$4M
Contributions & income
Employer contributions$880.3K
Participant contributions$229.4K
Total income / additions$406.5K
Expenses & distributions
Benefits paid / distributions$14.5K
Total expenses$143.5K
Net increase / (decrease)$263K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Wales market comparison

Largest plan share of assets53%Bob Anderson Builders, Inc. Employee Stock Ownership Plan
Participants per plan86Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Wales

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

  1. 1
    Bob Anderson Builders, Inc. Employee Stock Ownership Plan$4.3M
    Bob Anderson Builders, Inc. · 2023
  2. 2
    Milazzo Enterprises 401(K) Plan$3.7M
    Milazzo Enterprises, LLC · 2023
  3. 3
    Jrread, Inc. 401(K) Plan$130.4K
    Jrread, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wales, WI?
3 plan(s) reported by 3 sponsor(s) are loaded for Wales, WI.

Related Form 5500 pages