West Allis, 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, West Allis, WI has 34 loaded benefit plan(s) reported by 22 plan sponsor(s), with $177,054,704 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $177,054,704
- Total reported liabilities (EOY)
- $23,419,442
- Total reported net assets (EOY)
- $153,635,262
Contributions & income
- Employer contributions
- $5,655,456
- Participant contributions
- $10,879,834
- Total income / additions
- $39,750,195
Expenses & distributions
- Benefits paid / distributions
- $19,259,510
- Total expenses
- $21,129,636
- Net increase / (decrease)
- $18,620,559
Coverage
- Total reported participants
- 7,909
- Plans with financial statements
- 22
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Allis, 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 |
|---|---|---|---|
| Poblocki Paving Corp. Employee Stock Ownership Plan | Poblocki Paving Corp. | $25,242,147 | 2023 |
| Lutheran Social Services Tax Deferred Annuity Plan | Lutheran Social Services Of Wisconsin And Upper Michigan | $25,101,369 | 2023 |
| Glenn Rieder, LLC 401(K) Savings Plan | Glenn Rieder, LLC | $18,347,530 | 2023 |
| Poblocki Paving Corp. 401(K) Savings Plan | Poblocki Paving Corp. | $17,736,324 | 2023 |
| International Autos Group 401(K) Plan | International Autos, Inc. | $13,446,060 | 2023 |
| Unit Drop Forge Co., Inc. Pension Plan For Hourly Rate Employees | Unit Drop Forge Co., Inc. | $11,614,881 | 2023 |
| Blast Cleaning Technologies 401(K) Plan | Blast Cleaning Technologies, Inc. | $9,604,742 | 2023 |
| Colder'S, Inc. 401(K) Plan | Colder'S, Inc. | $9,525,157 | 2023 |
| Astar Capital Management, Inc. 401(K) Profit Sharing Plan | Astar Capital Management, Inc. | $8,668,455 | 2023 |
| The Village At Manor Park, Inc. Retirement Plan | The Village At Manor Park, Inc. | $7,628,501 | 2023 |
| Industries For The Blind And Visually Impaired, Inc. Retirement Savings Plan | Industries For The Blind And Visually Impaired, Inc. | $6,254,370 | 2023 |
| Wisconsin Athletic Club, LLC Salary Savings 401(K) Plan | Wisconsin Athletic Club, LLC | $5,757,668 | 2023 |
| Industries For The Blind And Visually Impaired, Inc. Salaried Employees' Retirement Plan | Industries For The Blind And Visually Impaired, Inc. | $4,961,882 | 2023 |
| Msp Real Estate 401(K) Plan | Msp Real Estate | $4,920,769 | 2023 |
| The Reliable Of Milwaukee 401(K) Retirement Savings Plan | Reliable Of Milwaukee | $4,550,519 | 2023 |
| Easter Seals Southeast Wisconsin, Inc. 401(K) Profit Sharing Plan | Easter Seals Southeast Wisconsin, Inc. | $2,067,286 | 2023 |
| Kaerek Homes, Inc. 401(K) Plan | Kaerek Homes, Inc. | $1,010,603 | 2023 |
| Weather Tight Corporation Employee Stock Ownership Plan | Weather Tight Corporation | $560,639 | 2023 |
| Koszarek Business Holdings Inc. 401(K) Plan | Koszarek Business Holdings Inc. | $55,802 | 2023 |
| American Dental Specialty 401(K) Profit Sharing Plan & Trust | American Dental Specialty | $0 | 2023 |
| Dannenbeem Enterprises, Inc. 401(K) Profit Sharing Plan | Dannenbeem Enterprises, Inc. | $0 | 2023 |
| Industries For The Blind And Visually Impaired Inc. | Industries For The Blind And Visually Impaired Inc | not reported in the loaded dataset | 2023 |
| Lutheran Social Services Fsa Plan | Lutheran Social Services Of Wisconsin And Upper Michigan | not reported in the loaded dataset | 2023 |
| Mcrae'S Us Mail Service Group Health & Welfare Benefit Plan | Mcrae'S Us Mail Service, Inc. | not reported in the loaded dataset | 2023 |
| Lutheran Social Services Life Ad&D And Ltd Plans | Lutheran Social Services Of Wisconsin And Upper Michigan | not reported in the loaded dataset | 2023 |
Largest plans in West Allis → · West Allis plans by participants → · West Allis plans with financial data → · West Allis plans with provider compensation → · $1B+ plans in West Allis →
Related Form 5500 pages
- All WI Form 5500 filings
- Poblocki Paving Corp. Employee Stock Ownership Plan (plan 002)
- Poblocki Paving Corp. — all reported plans
- Lutheran Social Services Tax Deferred Annuity Plan (plan 001)
- Lutheran Social Services Of Wisconsin And Upper Michigan — all reported plans
- Glenn Rieder, LLC 401(K) Savings Plan (plan 001)
- Glenn Rieder, LLC — all reported plans
- Poblocki Paving Corp. 401(K) Savings Plan (plan 001)
- International Autos Group 401(K) Plan (plan 001)
- International Autos, Inc. — all reported plans
- Unit Drop Forge Co., Inc. Pension Plan For Hourly Rate Employees (plan 002)
- Unit Drop Forge Co., Inc. — all reported plans
- Blast Cleaning Technologies 401(K) Plan (plan 001)
- Blast Cleaning Technologies, Inc. — all reported plans
- Colder'S, Inc. 401(K) Plan (plan 001)
- Colder'S, Inc. — all reported plans
- Astar Capital Management, Inc. 401(K) Profit Sharing Plan (plan 001)
- Astar Capital Management, Inc. — all reported plans
- The Village At Manor Park, Inc. Retirement Plan (plan 001)
- The Village At Manor Park, Inc. — all reported plans
- Industries For The Blind And Visually Impaired, Inc. Retirement Savings Plan (plan 004)
- Industries For The Blind And Visually Impaired, Inc. — all reported plans
- Wisconsin Athletic Club, LLC Salary Savings 401(K) Plan (plan 001)
- Wisconsin Athletic Club, LLC — all reported plans
- Industries For The Blind And Visually Impaired, Inc. Salaried Employees' Retirement Plan (plan 002)
- Msp Real Estate 401(K) Plan (plan 001)
- Msp Real Estate — all reported plans
- The Reliable Of Milwaukee 401(K) Retirement Savings Plan (plan 006)
- Reliable Of Milwaukee — all reported plans
- Methodology
- Data sources