Wisconsin Dells, 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, Wisconsin Dells, WI has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $73,584,410 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $73,584,410
- Total reported liabilities (EOY)
- $9,795,849
- Total reported net assets (EOY)
- $63,788,561
Contributions & income
- Employer contributions
- $2,712,796
- Participant contributions
- $3,884,619
- Total income / additions
- $22,452,844
Expenses & distributions
- Benefits paid / distributions
- $3,665,702
- Total expenses
- $4,179,768
- Net increase / (decrease)
- $18,273,076
Coverage
- Total reported participants
- 5,652
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wisconsin Dells, 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 |
|---|---|---|---|
| Holiday Wholesale, Inc. Profit Sharing & 401(K) Plan | Holiday Wholesale, Inc. | $24,121,950 | 2023 |
| T.R. Nelson, Inc. Profit Sharing Plan | T.R. Nelson, Inc. | $17,831,893 | 2023 |
| Wilderness Hotel & Resort, Inc. Savings Plan | Wilderness Hotel & Resort, Inc. | $17,389,383 | 2023 |
| Rdw Holdings Corp. Employee Stock Ownership Plan | Rdw Holdings Corp. | $13,075,000 | 2023 |
| Wemmer Management Investment Retirement Plan | Wemmer Management Investments, Inc. | $1,166,184 | 2023 |
| Mt Olympus Enterprises Inc Employee Benefits Plan | Mt Olympus Enterprises Inc | not reported in the loaded dataset | 2023 |
| T.R. Nelson, Inc Flexible Benefit Plan | T.R. Nelson, Inc | not reported in the loaded dataset | 2023 |
| Wilderness Hotel & Resort, Inc. Employee Benefits Plan | Wilderness Hotel & Resort, Inc. | not reported in the loaded dataset | 2023 |
| Holiday Wholesale, Inc. Employee Benefits Plan | Holiday Wholesale, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Wisconsin Dells → · Wisconsin Dells plans by participants → · Wisconsin Dells plans with financial data → · Wisconsin Dells plans with provider compensation → · $1B+ plans in Wisconsin Dells →
Related Form 5500 pages
- All WI Form 5500 filings
- Holiday Wholesale, Inc. Profit Sharing & 401(K) Plan (plan 001)
- Holiday Wholesale, Inc. — all reported plans
- T.R. Nelson, Inc. Profit Sharing Plan (plan 001)
- T.R. Nelson, Inc. — all reported plans
- Wilderness Hotel & Resort, Inc. Savings Plan (plan 001)
- Wilderness Hotel & Resort, Inc. — all reported plans
- Rdw Holdings Corp. Employee Stock Ownership Plan (plan 002)
- Rdw Holdings Corp. — all reported plans
- Wemmer Management Investment Retirement Plan (plan 001)
- Wemmer Management Investments, Inc. — all reported plans
- Mt Olympus Enterprises Inc Employee Benefits Plan (plan 501)
- Mt Olympus Enterprises Inc — all reported plans
- T.R. Nelson, Inc Flexible Benefit Plan (plan 501)
- Wilderness Hotel & Resort, Inc. Employee Benefits Plan (plan 501)
- Holiday Wholesale, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources