Berlin, 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, Berlin, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $85,333,742 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $85,333,742
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $85,333,742
Contributions & income
- Employer contributions
- $1,957,828
- Participant contributions
- $4,141,773
- Total income / additions
- $18,703,410
Expenses & distributions
- Benefits paid / distributions
- $8,022,944
- Total expenses
- $8,147,181
- Net increase / (decrease)
- $10,556,229
Coverage
- Total reported participants
- 880
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berlin, 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 |
|---|---|---|---|
| Badger Mining Corporation 401(K) Savings Plan | Badger Mining Corporation | $68,519,341 | 2023 |
| Fortifi Bank 401(K) Plan | Fortifi Bank | $8,692,862 | 2023 |
| Ripon Awardjackets, Inc. 401(K) Savings Plan | Ripon Awardjackets, Inc. | $8,121,539 | 2023 |
| Badger Mining Corporation Health Plan | Badger Mining Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Berlin → · Berlin plans by participants → · Berlin plans with financial data → · Berlin plans with provider compensation → · $1B+ plans in Berlin →
Related Form 5500 pages
- All WI Form 5500 filings
- Badger Mining Corporation 401(K) Savings Plan (plan 001)
- Badger Mining Corporation — all reported plans
- Fortifi Bank 401(K) Plan (plan 002)
- Fortifi Bank — all reported plans
- Ripon Awardjackets, Inc. 401(K) Savings Plan (plan 001)
- Ripon Awardjackets, Inc. — all reported plans
- Badger Mining Corporation Health Plan (plan 501)
- Methodology
- Data sources