Plan5500

Wilson-Mcshane Corporation — 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, Wilson-Mcshane Corporation (EIN 41-0956552) is a plan sponsor located in Bloomington, MN with 3 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
41-0956552
Location
Bloomington, MN
Loaded plans
3
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 Wilson-Mcshane Corporation

  • 3 loaded plans hold $67.1M in reported assets.
  • The largest, Wilson-Mcshane Corporation Retirement Income Plan, holds 89% of this company's reported plan assets.
  • Plans cover 1,140 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.8MSummed across loaded plans$61,811,415
Total reported assets$67.1M$67,108,776
Total reported participants1.1K1,140
Total reported liabilities$5.3M$5,297,361

Reported net position

Reported assets = net assets + liabilities (summed)$67.1M total assets
Net assets$61.8MLiabilities$5.3M
Contributions & income
Employer contributions$2.8M
Participant contributions$2.2M
Total income / additions$14.9M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.6M
Net increase / (decrease)$12.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets89%Wilson-Mcshane Corporation Retirement Income Plan
Participants per plan380Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Wilson-Mcshane Corporation Retirement Income Plan$60M
    Plan #001 · 555 participants · 2023
  2. 2
    Wilson-Mcshane Corporation Employee Stock Ownership Plan$7.1M
    Plan #002 · 214 participants · 2023
  3. 3
    Wilson-Mcshane Corporation Health And Welfare Plannot reported in the loaded dataset
    Plan #506 · 371 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 Wilson-Mcshane Corporation. Open one for its full reported snapshot.

  1. 2023
    Wilson-Mcshane Corporation Health And Welfare Plan371 participants · 2No schedules
    View filing →
  2. 2023
    Wilson-Mcshane Corporation Retirement Income Plan555 participants · 2Sch HSch C
    View filing →
  3. 2023
    Wilson-Mcshane Corporation Employee Stock Ownership Plan214 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wilson-Mcshane Corporation report on Form 5500?
Wilson-Mcshane Corporation (EIN 41-0956552) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wilson-Mcshane Corporation?
The Employer Identification Number (EIN) reported for Wilson-Mcshane Corporation is 41-0956552.
What is the latest Form 5500 filing year for Wilson-Mcshane Corporation?
The latest loaded Form 5500 filing year for Wilson-Mcshane Corporation is 2023.

Related Form 5500 pages