Plan5500

Waterford, 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, Waterford, WI has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $82,914,683 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$82.9MSummed across loaded plans$82,914,683
Total reported assets$82.9M$82,914,683
Total reported participants2.1K2,110
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$82.9M total assets
Net assets$82.9MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$3.7M
Total income / additions$17.6M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.7M
Net increase / (decrease)$12.9M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation4 / 10 (40%)

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

Waterford market comparison

Largest plan share of assets52%Avidity Science Retirement Savings Plan
Participants per plan211Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Waterford

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

  1. 1
    Avidity Science Retirement Savings Plan$43.4M
    Avidity Science LLC · 2023
  2. 2
    Hypro, Inc. 401(K) Plan$26.9M
    Hypro, Inc. · 2023
  3. 3
    Lakeview Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust$7.3M
    Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty · 2023
  4. 4
    E-S Plastic Products Profit Sharing & 401(K) Plan$4.9M
    E-S Plastic Products, LLC · 2023
  5. 5
    Match Point Inc. Retirement Plan$196.8K
    Match Point Inc. · 2023
  6. 6
    Bdx Enterprises, Inc. 401(K) Plan$129.8K
    Bdx Enterprises, Inc. · 2023
  7. 7
    Southeast Home Services, Inc. Retirement Plan$119.6K
    Southeast Home Services, Inc. · 2023
  8. 8
    Avidity Science, LLC Welfare Benefit Plannot reported in the loaded dataset
    Avidity Science, LLC · 2023
  9. 9
    Hypro, Inc. Employee Health And Welfare Benefit/Cafeteria Plannot reported in the loaded dataset
    Hypro, Inc. · 2023
  10. 10
    Basic Gorup Life And Addnot reported in the loaded dataset
    E-S Plastic Products, LLC · 2023

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

Related Form 5500 pages