Windsor, 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, Windsor, WI has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $238,939,759 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $238,939,759
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $238,939,759
Contributions & income
- Employer contributions
- $8,343,179
- Participant contributions
- $9,930,941
- Total income / additions
- $54,633,369
Expenses & distributions
- Benefits paid / distributions
- $23,512,447
- Total expenses
- $23,878,422
- Net increase / (decrease)
- $30,754,947
Coverage
- Total reported participants
- 4,793
- Plans with financial statements
- 6
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Windsor, 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 |
|---|---|---|---|
| Clack Corporation Profit Sharing 401(K) Plan | Clack Corporation | $79,591,378 | 2023 |
| Wp Beverages, LLC 401(K) Profit Sharing Plan And Trust | Wp Beverages, LLC | $63,949,909 | 2023 |
| Retirement Savings Plan Of Bell Laboratories, Inc. | Bell Laboratories, Inc. | $57,756,130 | 2023 |
| Diesel Forward, Inc. Retirement Plan | Diesel Forward, Inc. | $29,052,937 | 2023 |
| Rhd Plumbing, Inc. Safe Harbor 401(K) Plan | Rhd Plumbing, Inc. | $4,721,988 | 2023 |
| Complete Mobile Dentistry 401(K) Plan | Complete Mobile Dentistry, Inc. | $3,867,417 | 2023 |
| Wp Beverages, LLC Flexible Compensation Plan | Wp Beverages, LLC | not reported in the loaded dataset | 2023 |
| Clack Corporation Employee Benefit Plan | Clack Corporation | not reported in the loaded dataset | 2023 |
| Wp Beverages, LLC Group Welfare Plan | Wp Beverages, LLC | not reported in the loaded dataset | 2023 |
| Complete Mobile Dentistry Wrap Plan | Complete Mobile Dentistry, Inc. | not reported in the loaded dataset | 2023 |
| Bell Laboratories, Inc. Welfare Benefit Plan | Bell Laboratories, Inc. | not reported in the loaded dataset | 2023 |
| North American Mechanical, Inc. Employee Benefits Plan | North American Mechanical, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Windsor → · Windsor plans by participants → · Windsor plans with financial data → · Windsor plans with provider compensation → · $1B+ plans in Windsor →
Related Form 5500 pages
- All WI Form 5500 filings
- Clack Corporation Profit Sharing 401(K) Plan (plan 001)
- Clack Corporation — all reported plans
- Wp Beverages, LLC 401(K) Profit Sharing Plan And Trust (plan 002)
- Wp Beverages, LLC — all reported plans
- Retirement Savings Plan Of Bell Laboratories, Inc. (plan 002)
- Bell Laboratories, Inc. — all reported plans
- Diesel Forward, Inc. Retirement Plan (plan 001)
- Diesel Forward, Inc. — all reported plans
- Rhd Plumbing, Inc. Safe Harbor 401(K) Plan (plan 001)
- Rhd Plumbing, Inc. — all reported plans
- Complete Mobile Dentistry 401(K) Plan (plan 001)
- Complete Mobile Dentistry, Inc. — all reported plans
- Wp Beverages, LLC Flexible Compensation Plan (plan 502)
- Clack Corporation Employee Benefit Plan (plan 503)
- Wp Beverages, LLC Group Welfare Plan (plan 501)
- Complete Mobile Dentistry Wrap Plan (plan 502)
- Bell Laboratories, Inc. Welfare Benefit Plan (plan 501)
- North American Mechanical, Inc. Employee Benefits Plan (plan 501)
- North American Mechanical, Inc. — all reported plans
- Methodology
- Data sources