Waunakee, 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, Waunakee, WI has 25 loaded benefit plan(s) reported by 17 plan sponsor(s), with $194,801,888 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
25
Plan sponsors
17
Latest filing year
2023

What stands out in Waunakee

  • 25 loaded plans hold $194.8M in reported assets across 17 sponsors.
  • The largest, Scientific Protein Laboratories LLC 401(K) Plan, holds 20% of reported Waunakee plan assets.
  • Plans cover 4,881 participants — about 195 per plan.
  • 68% of loaded plans report full Schedule H/I financial statements.
  • 44% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$189.9MSummed across loaded plans$189,878,847
Total reported assets$194.8M$194,801,888
Total reported participants4.9K4,881
Total reported liabilities$4.9M$4,923,041

Reported net position

Reported assets = net assets + liabilities (summed)$194.8M total assets
Net assets$189.9MLiabilities$4.9M
Contributions & income
Employer contributions$7.1M
Participant contributions$9.7M
Total income / additions$49.6M
Expenses & distributions
Benefits paid / distributions$18.9M
Total expenses$19.5M
Net increase / (decrease)$30.1M

Data coverage

Plans with financial statements17 / 25 (68%)
Plans with provider compensation11 / 25 (44%)

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

Waunakee market comparison

Largest plan share of assets20%Scientific Protein Laboratories LLC 401(K) Plan
Participants per plan195Average across loaded plans
Plan sponsors17
Ranked by reported assets

Largest loaded plans in Waunakee

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

  1. 1
    Scientific Protein Laboratories LLC · 2023
  2. 2
    Nord Gear Corporation · 2023
  3. 3
  4. 4
    Scientific Protein Laboratories LLC · 2023
  5. 5
  6. 6
    Lake Ridge Bancorp, Inc. · 2023
  7. 7
    D & S Dental Laboratory, Inc. · 2023
  8. 8
    Intercon Construction, Inc. · 2023
  9. 9
  10. 10
    Quality Machining, Inc. · 2023
  11. 11
    Waunakee Remodeling, Inc. · 2023
  12. 12
    Tribute Technology Us LLC · 2023
  13. 13
    Pharo Heating Company, Inc. · 2023
  14. 14
    Monona State Bank · 2023
  15. 15
    Octopi Brewing LLC · 2023
  16. 16
    Sansund Enterprises, Inc. · 2023
  17. 17
    Thegoodlife Enterprises Inc. · 2023
  18. 18
    Dane Manufacturing Company Benefit Plannot reported in the loaded dataset
    Dane Manufacturing Company · 2023
  19. 19
    Octopi Brewing LLC Wrap Plannot reported in the loaded dataset
    Octopi Brewing, LLC · 2023
  20. 20
    Tribute Technology Us, LLCnot reported in the loaded dataset
    Tribute Technology Us, LLC · 2023
  21. 21
    Waunakee Remodeling Inc. Employee Benefits Plannot reported in the loaded dataset
    Waunakee Remodeling Inc. · 2023
  22. 22
    Nord Gear Corporation · 2023
  23. 23
    Renewaire, LLC Wrap Plannot reported in the loaded dataset
    Renewaire, LLC · 2023
  24. 24
    Scientific Protein Labs, LLC Cafeteria Plannot reported in the loaded dataset
    Scientific Protein Laboratories, LLC · 2023
  25. 25
    Uniek Inc Benefit Plannot reported in the loaded dataset
    Uniek Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Waunakee, WI?
25 plan(s) reported by 17 sponsor(s) are loaded for Waunakee, WI.

Related Form 5500 pages