How many Form 5500 benefit plans are loaded for Whitewater, WI?

1 plan(s) reported by 1 sponsor(s) are loaded for Whitewater, WI.

Whitewater, 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, Whitewater, WI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,781,305 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Whitewater

1 loaded plans hold $1.8M in reported assets across 1 sponsors.
The largest, Frawley Oil Company, Inc. Retirement Plan, holds 100% of reported Whitewater plan assets.
Plans cover 14 participants — about 14 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,781,305

Total reported assets$1.8M$1,781,305

Total reported participants14

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets

Net assets$1.8MLiabilities—

Contributions & income

Employer contributions$24K

Participant contributions$33.9K

Total income / additions$259.9K

Expenses & distributions

Benefits paid / distributions$113.5K

Total expenses$120.6K

Net increase / (decrease)$139.3K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Whitewater market comparison

Largest plan share of assets100%Frawley Oil Company, Inc. Retirement Plan

Participants per plan14Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Whitewater

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

1
Frawley Oil Company, Inc. Retirement Plan$1.8M
Frawley Oil Company, Inc. · 2023

Largest plans in Whitewater → · Whitewater plans by participants → · Whitewater plans with financial data → · Whitewater plans with provider compensation → · $1B+ plans in Whitewater →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Whitewater, WI?: 1 plan(s) reported by 1 sponsor(s) are loaded for Whitewater, WI.