Waukesha, 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, Waukesha, WI has 139 loaded benefit plan(s) reported by 100 plan sponsor(s), with $3,222,949,228 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 139
- Plan sponsors
- 100
- Total reported assets (EOY)
- $3,222,949,228
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Prohealth Retirement Savings Plan | Prohealth Care, Inc. | $612,692,599 | 2023 |
| Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18 | Board Of Trustees Of The Retirement Plan | $334,293,046 | 2023 |
| Generac Power Systems, Inc. Employees 401(K) Savings Plan | Generac Power Systems, Inc | $286,693,377 | 2023 |
| Atc 401(K) Plan | Atc Management Inc | $179,949,884 | 2023 |
| Walbec Group Retirement Plan | Construction Resources Management, Inc. | $158,007,349 | 2023 |
| Husco International, Inc. Savings Plan | Husco International, Inc. | $111,622,456 | 2023 |
| Metaltek International Master Trust I | Metaltek International, Inc. | $102,238,091 | 2023 |
| Metaltek International, Inc. Wisconsin Centrifugal Division 401(K) Retirement Plan | Metaltek International Inc. Wisconsin | $90,440,207 | 2023 |
| Centromotion 401(K) Plan | Engineered Components & Systems, LLC D/B/A Centromotion | $83,251,643 | 2023 |
| Ownersedge Employee Stock Ownership Plan | Ownersedge Inc. | $76,467,840 | 2023 |
| Atc Individual Account Pension Plan | Atc Management Inc | $75,885,328 | 2023 |
| Dana Investment Advisors, Inc. Profit Sharing & 401(K) Plan | Dana Investment Advisors Inc. | $57,129,677 | 2023 |
| Wisconsin Sheet Metal Workers 401(K) Profit Sharing Plan | Board Of Trustees Of The Wisconsin Sheet | $54,855,035 | 2023 |
| Wisconsin Sheet Metal Workers Health And Benefit Fund | Wisconsin Sheet Metal Workers | $53,164,692 | 2023 |
| R & R Insurance Services, Inc. 401(K) Profit Sharing Plan | R & R Insurance Services, Inc. | $51,863,512 | 2023 |
| Waukesha State Bank Employees' 401(K) Profit Sharing Plan | Waukesha State Bank | $51,574,619 | 2023 |
| Khs Usa, Inc. Profit Sharing Plan | Khs Usa, Inc. | $50,360,661 | 2023 |
| Hallmark Building Supplies, Inc. Employee Stock Ownership Plan | Hallmark Building Supplies, Inc. | $48,316,496 | 2023 |
| Steinhafels Inc. Profit Sharing 401(K) Plan | Steinhafels Inc. | $48,024,953 | 2023 |
| Waukesha Gas Engines 401(K) Plan | Innio Waukesha Gas Engines, Inc. | $45,785,763 | 2023 |
| The Boelter Companies, Inc. Retirement Savings Plan | The Boelter Companies, Inc. | $41,823,632 | 2023 |
| Ruekert & Mielke, Inc. Profit Sharing/ 401(K) Trust | Ruekert & Mielke, Inc. | $35,428,817 | 2023 |
| Wels Veba Group Health Care Plan | Wisconsin Evangelical Lutheran Synod | $34,615,967 | 2023 |
| Prolec-Ge Waukesha, Inc. Retirement Savings Plan | Prolec-Ge Waukesha, Inc. | $33,000,995 | 2023 |
| Mra - The Management Association, Inc. 401k Plan | Mra - The Management Association, Inc. | $24,401,035 | 2023 |
Largest plans in Waukesha → · Waukesha plans with financial data → · $1B+ plans in Waukesha → · Providers by reported compensation →
Related Form 5500 pages
- All WI Form 5500 filings
- Prohealth Retirement Savings Plan (plan 001)
- Prohealth Care, Inc. — all reported plans
- Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18 (plan 001)
- Board Of Trustees Of The Retirement Plan — all reported plans
- Generac Power Systems, Inc. Employees 401(K) Savings Plan (plan 003)
- Generac Power Systems, Inc — all reported plans
- Atc 401(K) Plan (plan 001)
- Atc Management Inc — all reported plans
- Walbec Group Retirement Plan (plan 002)
- Construction Resources Management, Inc. — all reported plans
- Husco International, Inc. Savings Plan (plan 003)
- Husco International, Inc. — all reported plans
- Metaltek International Master Trust I (plan 001)
- Metaltek International, Inc. — all reported plans
- Metaltek International, Inc. Wisconsin Centrifugal Division 401(K) Retirement Plan (plan 003)
- Metaltek International Inc. Wisconsin — all reported plans
- Centromotion 401(K) Plan (plan 001)
- Engineered Components & Systems, LLC D/B/A Centromotion — all reported plans
- Ownersedge Employee Stock Ownership Plan (plan 002)
- Ownersedge Inc. — all reported plans
- Atc Individual Account Pension Plan (plan 002)
- Dana Investment Advisors, Inc. Profit Sharing & 401(K) Plan (plan 001)
- Dana Investment Advisors Inc. — all reported plans
- Wisconsin Sheet Metal Workers 401(K) Profit Sharing Plan (plan 001)
- Board Of Trustees Of The Wisconsin Sheet — all reported plans
- Wisconsin Sheet Metal Workers Health And Benefit Fund (plan 501)
- Wisconsin Sheet Metal Workers — all reported plans
- R & R Insurance Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- R & R Insurance Services, Inc. — all reported plans
- Methodology
- Data sources