Wauwatosa, 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, Wauwatosa, WI has 37 loaded benefit plan(s) reported by 25 plan sponsor(s), with $1,561,973,836 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 37
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,561,973,836
- Total reported liabilities (EOY)
- $15,843,355
- Total reported net assets (EOY)
- $1,546,130,481
Contributions & income
- Employer contributions
- $77,708,816
- Participant contributions
- $36,315,876
- Total income / additions
- $327,201,546
Expenses & distributions
- Benefits paid / distributions
- $177,478,600
- Total expenses
- $184,253,355
- Net increase / (decrease)
- $142,948,191
Coverage
- Total reported participants
- 32,626
- Plans with financial statements
- 23
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wauwatosa, 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 |
|---|---|---|---|
| Electrical Construction Industry Pension Plan | Electrical Construction Industry Pension Plan Board Of Trustees | $597,897,765 | 2023 |
| Electrical Construction Industry Annuity Plan | Electrical Construction Industry Annuity Plan Board Of Trustees | $376,277,334 | 2023 |
| Briggs & Stratton, LLC 401(K) Plan | Briggs & Stratton, LLC | $210,268,553 | 2023 |
| The Corix Affiliated Companies (Us) 401(K) Plan | Corix Infrastructure (Us), Inc. | $79,683,616 | 2023 |
| Electrical Construction Industry Prefunding Credit Reimbursement Program | Electrical Construction Industry Prefunding Credit Reimbursement Progr | $64,021,971 | 2023 |
| Emergency Medicine Specialists, S.C. Employees' Profit Sharing Plan | Emergency Medicine Specialists, S.C. | $55,734,665 | 2023 |
| 2015 Amended And Restated Waterstone Bank Ssb Employee Stock Ownership Plan | Waterstone Bank Ssb Esop | $31,755,014 | 2023 |
| Electrical Construction Industry Vacation - Holiday Plan | Electrical Construction Industry Vacation - Holiday Plan | $17,819,072 | 2023 |
| Penzeys, Ltd 401(K) Plan And Trust | Penzeys, Ltd | $15,649,177 | 2023 |
| St. Camillus Retirement Savings Plan | St. Camillus Health System, Inc. | $14,776,115 | 2023 |
| Waterstone Bank Ssb 401(K) Plan | Waterstone Bank Ssb | $13,995,393 | 2023 |
| Lutheran Home & Harwood Place 403(B) Plan | Lutheranliving Services, Inc. | $13,939,523 | 2023 |
| Ag Architecture, Inc. 401(K) Savings | Ag Architecture, Inc. | $11,055,251 | 2023 |
| International Thermal Systems LLC 401(K) Retirement Plan | International Thermal Systems LLC | $10,958,560 | 2023 |
| Schmidt & Bartelt, Inc. Employee Stock Ownership Plan | Schmidt & Bartelt, Inc | $10,617,293 | 2023 |
| Briggs & Stratton, LLC Cash Balance Retirement Plan | Briggs & Stratton, LLC | $9,555,855 | 2023 |
| Clinicare Corporation 401(K) Plan | Clinicare Corporation | $7,650,591 | 2023 |
| Serve You Custom Prescription Management 401(K) Retirement Plan | Serve You Custom Prescription Management | $7,478,729 | 2023 |
| Uptown Motors, Inc. 401(K) Savings Plan | Uptown Motors, Inc. | $6,277,291 | 2023 |
| Ag Architecture, Inc. Employee Stock Ownership Plan | Ag Architecture, Inc. | $3,913,301 | 2023 |
| Broadview Financial Management, LLC Retirement Plan | Broadview Financial Management, LLC | $2,534,968 | 2023 |
| Dan Schani Insurance Agency LLC 401k Profit Sharing Plan | Dan Schani Insurance Agency LLC | $113,799 | 2023 |
| My Choice Wisconsin 401(K) Plan | My Choice Wisconsin, Inc. | $0 | 2023 |
| Group Insurance Plan Of Briggs & Stratton LLC | Briggs & Stratton LLC | not reported in the loaded dataset | 2023 |
| Waterstone Bank Ssb Benefits Plan | Waterstone Bank Ssb | not reported in the loaded dataset | 2023 |
Largest plans in Wauwatosa → · Wauwatosa plans by participants → · Wauwatosa plans with financial data → · Wauwatosa plans with provider compensation → · $1B+ plans in Wauwatosa →
Related Form 5500 pages
- All WI Form 5500 filings
- Electrical Construction Industry Pension Plan (plan 002)
- Electrical Construction Industry Pension Plan Board Of Trustees — all reported plans
- Electrical Construction Industry Annuity Plan (plan 001)
- Electrical Construction Industry Annuity Plan Board Of Trustees — all reported plans
- Briggs & Stratton, LLC 401(K) Plan (plan 001)
- Briggs & Stratton, LLC — all reported plans
- The Corix Affiliated Companies (Us) 401(K) Plan (plan 001)
- Corix Infrastructure (Us), Inc. — all reported plans
- Electrical Construction Industry Prefunding Credit Reimbursement Program (plan 502)
- Electrical Construction Industry Prefunding Credit Reimbursement Progr — all reported plans
- Emergency Medicine Specialists, S.C. Employees' Profit Sharing Plan (plan 002)
- Emergency Medicine Specialists, S.C. — all reported plans
- 2015 Amended And Restated Waterstone Bank Ssb Employee Stock Ownership Plan (plan 003)
- Waterstone Bank Ssb Esop — all reported plans
- Electrical Construction Industry Vacation - Holiday Plan (plan 503)
- Electrical Construction Industry Vacation - Holiday Plan — all reported plans
- Penzeys, Ltd 401(K) Plan And Trust (plan 001)
- Penzeys, Ltd — all reported plans
- St. Camillus Retirement Savings Plan (plan 001)
- St. Camillus Health System, Inc. — all reported plans
- Waterstone Bank Ssb 401(K) Plan (plan 002)
- Lutheran Home & Harwood Place 403(B) Plan (plan 001)
- Lutheranliving Services, Inc. — all reported plans
- Ag Architecture, Inc. 401(K) Savings (plan 001)
- Ag Architecture, Inc. — all reported plans
- International Thermal Systems LLC 401(K) Retirement Plan (plan 001)
- International Thermal Systems LLC — all reported plans
- Schmidt & Bartelt, Inc. Employee Stock Ownership Plan (plan 002)
- Schmidt & Bartelt, Inc — all reported plans
- Methodology
- Data sources