Watertown, 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, Watertown, WI has 22 loaded benefit plan(s) reported by 13 plan sponsor(s), with $226,696,493 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $226,696,493
- Total reported liabilities (EOY)
- $4,235,914
- Total reported net assets (EOY)
- $222,460,579
Contributions & income
- Employer contributions
- $6,215,913
- Participant contributions
- $10,531,091
- Total income / additions
- $52,930,071
Expenses & distributions
- Benefits paid / distributions
- $24,603,462
- Total expenses
- $25,200,764
- Net increase / (decrease)
- $27,729,307
Coverage
- Total reported participants
- 8,447
- Plans with financial statements
- 13
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Watertown, 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 |
|---|---|---|---|
| Wis-Pak, Inc. Profit Sharing And Savings Plan | Wis-Pak, Inc. | $120,284,036 | 2023 |
| The Fisher Barton Group Retirement Plan | Fisher-Barton Inc. | $35,386,516 | 2023 |
| Ablelight, Inc. 403(B) Plan | Ablelight Inc. | $26,600,313 | 2023 |
| Spuncast Inc Employee Stock Ownership Plan | Spuncast, Inc. | $13,590,825 | 2023 |
| Marquardt Memorial Manor, Inc. Savings Plan | Marquardt Memorial Manor, Inc. | $13,093,256 | 2023 |
| Spuncast Inc. 401(K) Profit Sharing Plan And Trust | Spuncast Inc. | $6,947,812 | 2023 |
| Ccls, Inc. 401(K) Plan | Creative Community Living Services, Inc. | $5,120,023 | 2023 |
| Highway Light & Landscape 401(K) Plan | Highway Light & Landscape, Inc. | $4,655,591 | 2023 |
| Ruben John 401k Trust | Ruben John Incorporated | $873,485 | 2023 |
| Schmocker Investments, Inc. Retirement Plan | Schmocker Investments, Inc. | $125,000 | 2023 |
| Total Waste Solutions, Inc. Profit Sharing Plan | Total Waste Solutions, Inc. | $19,636 | 2023 |
| Precision Medgas 401k Trust | Precision Medgas, Inc. | $0 | 2023 |
| Wisconsin Investcast 401(K) Plan | Wisconsin Investcast Foundry Corp. | $0 | 2023 |
| Creative Community Living Service Inc Dental Plan | Creative Community Living Services, Inc. | not reported in the loaded dataset | 2023 |
| Creative Community Living Service Inc Health Plan | Creative Community Living Services, Inc. | not reported in the loaded dataset | 2023 |
| Spuncast, Inc. Employee Benefit Plan | Spuncast, Inc. | not reported in the loaded dataset | 2023 |
| Life And Accidental Death And Dismemberment Insurance Plan | Ad-Tech Industries, Inc. | not reported in the loaded dataset | 2023 |
| Fisher Barton Welfare Benefit Plan | Fisher Barton, Inc. | not reported in the loaded dataset | 2023 |
| Wis-Pak Welfare Benefit Plan | Wis-Pak, Inc. | not reported in the loaded dataset | 2023 |
| Marquardt Memorial Manor, Inc Welfare Benefit Plan | Marquardt Memorial Manor, Inc | not reported in the loaded dataset | 2023 |
| Bethesda Lutheran Communities Employee Benefits Plan | Bethesda Lutheran Communities | not reported in the loaded dataset | 2023 |
| Creative Community Living Service Inc Life Plan | Creative Community Living Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Watertown → · Watertown plans by participants → · Watertown plans with financial data → · Watertown plans with provider compensation → · $1B+ plans in Watertown →
Related Form 5500 pages
- All WI Form 5500 filings
- Wis-Pak, Inc. Profit Sharing And Savings Plan (plan 003)
- Wis-Pak, Inc. — all reported plans
- The Fisher Barton Group Retirement Plan (plan 001)
- Fisher-Barton Inc. — all reported plans
- Ablelight, Inc. 403(B) Plan (plan 002)
- Ablelight Inc. — all reported plans
- Spuncast Inc Employee Stock Ownership Plan (plan 002)
- Spuncast, Inc. — all reported plans
- Marquardt Memorial Manor, Inc. Savings Plan (plan 001)
- Marquardt Memorial Manor, Inc. — all reported plans
- Spuncast Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Ccls, Inc. 401(K) Plan (plan 001)
- Creative Community Living Services, Inc. — all reported plans
- Highway Light & Landscape 401(K) Plan (plan 001)
- Highway Light & Landscape, Inc. — all reported plans
- Ruben John 401k Trust (plan 001)
- Ruben John Incorporated — all reported plans
- Schmocker Investments, Inc. Retirement Plan (plan 001)
- Schmocker Investments, Inc. — all reported plans
- Total Waste Solutions, Inc. Profit Sharing Plan (plan 001)
- Total Waste Solutions, Inc. — all reported plans
- Precision Medgas 401k Trust (plan 001)
- Precision Medgas, Inc. — all reported plans
- Wisconsin Investcast 401(K) Plan (plan 001)
- Wisconsin Investcast Foundry Corp. — all reported plans
- Creative Community Living Service Inc Dental Plan (plan 505)
- Creative Community Living Service Inc Health Plan (plan 504)
- Methodology
- Data sources