Plan5500

Therma-Stor LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Therma-Stor LLC (EIN 35-2609097) is a plan sponsor located in Madison, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-2609097
Location
Madison, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Therma-Stor LLC

  • 2 loaded plans hold $27.5M in reported assets.
  • The largest, Therma-Stor 401(K) Plan, holds 84% of this company's reported plan assets.
  • Plans cover 357 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.5MSummed across loaded plans$27,457,162
Total reported assets$27.5M$27,457,162
Total reported participants357
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.5M total assets
Net assets$27.5MLiabilities$0
Contributions & income
Employer contributions$790.2K
Participant contributions$1.9M
Total income / additions$7.4M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$5M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets84%Therma-Stor 401(K) Plan
Participants per plan179Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Therma-Stor 401(K) Plan$22.9M
    Plan #001 · 192 participants · 2023
  2. 2
    Therma-Stor Union 401(K) Plan$4.5M
    Plan #002 · 165 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Therma-Stor LLC. Open one for its full reported snapshot.

  1. 2023
    Therma-Stor Union 401(K) Plan165 participants · 2Sch HSch C
    View filing →
  2. 2023
    Therma-Stor 401(K) Plan192 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Therma-Stor LLC report on Form 5500?
Therma-Stor LLC (EIN 35-2609097) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Therma-Stor LLC?
The Employer Identification Number (EIN) reported for Therma-Stor LLC is 35-2609097.
What is the latest Form 5500 filing year for Therma-Stor LLC?
The latest loaded Form 5500 filing year for Therma-Stor LLC is 2023.

Related Form 5500 pages