Waupaca, 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, Waupaca, WI has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $673,244,241 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $673,244,241
- Total reported liabilities (EOY)
- $1,641,731
- Total reported net assets (EOY)
- $671,602,510
Contributions & income
- Employer contributions
- $24,554,029
- Participant contributions
- $22,825,283
- Total income / additions
- $131,949,376
Expenses & distributions
- Benefits paid / distributions
- $42,256,914
- Total expenses
- $42,794,082
- Net increase / (decrease)
- $89,155,294
Coverage
- Total reported participants
- 8,690
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waupaca, 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 |
|---|---|---|---|
| Waupaca Foundry, Inc. Consolidated Retirement Plan | Waupaca Foundry, Inc. | $565,068,457 | 2023 |
| Waupaca Foundry, Inc. Salaried Employees Pension Plan | Waupaca Foundry, Inc | $97,348,753 | 2023 |
| The Farmers State Bank Of Waupaca Profit Sharing 401(K) Plan | The Farmers State Bank Of Waupaca | $8,657,041 | 2023 |
| We Can Help, Inc. 401(K) Profit Sharing Plan | We Can Help, Inc. | $1,392,957 | 2023 |
| Chain O' Lakes Cabinetry & Countertops Inc. Retirement Plan | Chain O' Lakes Cabinetry & Countertops Inc. | $777,033 | 2023 |
| Waupaca Foundry, Inc. Health & Welfare Plan | Waupaca Foundry, Inc. | not reported in the loaded dataset | 2023 |
| Waupaca Foundry, Inc. Health Reimbursement Account Plan For Medicare Eligible Retirees And Retiree Dependents | Waupaca Foundry, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Waupaca → · Waupaca plans by participants → · Waupaca plans with financial data → · Waupaca plans with provider compensation → · $1B+ plans in Waupaca →
Related Form 5500 pages
- All WI Form 5500 filings
- Waupaca Foundry, Inc. Consolidated Retirement Plan (plan 001)
- Waupaca Foundry, Inc. — all reported plans
- Waupaca Foundry, Inc. Salaried Employees Pension Plan (plan 003)
- The Farmers State Bank Of Waupaca Profit Sharing 401(K) Plan (plan 003)
- The Farmers State Bank Of Waupaca — all reported plans
- We Can Help, Inc. 401(K) Profit Sharing Plan (plan 001)
- We Can Help, Inc. — all reported plans
- Chain O' Lakes Cabinetry & Countertops Inc. Retirement Plan (plan 001)
- Chain O' Lakes Cabinetry & Countertops Inc. — all reported plans
- Waupaca Foundry, Inc. Health & Welfare Plan (plan 501)
- Waupaca Foundry, Inc. Health Reimbursement Account Plan For Medicare Eligible Retirees And Retiree Dependents (plan 507)
- Methodology
- Data sources