Brookfield, 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, Brookfield, WI has 120 loaded benefit plan(s) reported by 77 plan sponsor(s), with $1,883,415,315 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 120
- Plan sponsors
- 77
- Total reported assets (EOY)
- $1,883,415,315
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Rev Group, Inc. 401(K) Retirement Plan | Rev Group, Inc. | $337,412,504 | 2023 |
| Metso Retirement Savings Plan | Metso Usa Inc. | $263,019,414 | 2023 |
| Chemical Employees' 401(K) Plan | Hydrite Chemical Co. | $245,330,603 | 2023 |
| Landmark Credit Union 401(K) Plan And Trust | Landmark Credit Union | $56,945,079 | 2023 |
| Landmark Credit Union Defined Benefit Plan And Trust | Landmark Credit Union | $56,821,272 | 2023 |
| Cielo, Inc. 401(K) Plan | Cielo, Inc. | $55,142,193 | 2023 |
| R.A. Smith, Inc. 401(K) Plan | R.A. Smith, Inc. | $50,921,235 | 2023 |
| Qps Employee Stock Ownership Plan | Qps Employment Group, Inc. | $50,560,000 | 2023 |
| International Foundation Employees Retirement Plan | International Foundation Of Employee Benefit Plans, Inc. | $50,555,215 | 2023 |
| Guhring, Inc. Salary Savings Plan | Guhring, Inc. | $50,479,543 | 2023 |
| North Shore Bank 401(K) Plan | North Shore Bank, Fsb | $49,269,850 | 2023 |
| Anex, Sc 401(K) Profit Sharing Plan | Anex, Sc | $49,046,467 | 2023 |
| Wolter Inc. Salary Savings Plan | Wolter, Inc. | $42,994,325 | 2023 |
| North Shore Bank Retirement Plan | North Shore Bank | $36,651,235 | 2023 |
| Cma/Flodyne/Hydradyne, Inc. 401(K) Plan | Cma/Flodyne/Hydradyne, Inc. | $33,306,829 | 2023 |
| Trace-A-Matic/Afw/D&H Industries Employees Retirement Plan | Trace-A-Matic Corporation | $32,331,560 | 2023 |
| Shorewest Realtors, Inc. 401(K) Savings Plan | Shorewest Realtors, Inc. | $31,494,638 | 2023 |
| Hammes Company LLC 401(K) Savings Plan | Hammes Company LLC | $24,277,432 | 2023 |
| International Foundation Employee Thrift Plan | International Foundation Employee Benefit Plans Inc. | $22,214,452 | 2023 |
| Cib Marine Bancshares, Inc. 401k Plan | Cib Marine Bancshares, Inc. | $21,260,810 | 2023 |
| Brookfield Academy Retirement Plan | Academy Of Basic Education | $20,783,031 | 2023 |
| Greenfield Rehabilitation Agency Inc. Employees' 401(K) Retirement Savings Plan | Greenfield Rehabilitation Agency, Inc. | $17,235,562 | 2023 |
| Lemberg Electric Company, Inc. Employee Stock Ownership Plan | Lemberg Electric Company, Inc. | $15,630,635 | 2023 |
| A.A. Anderson & Co., Inc. Employees Profit Sharing & Retirement Plan | A.A. Anderson & Co., Inc. | $14,762,960 | 2023 |
| Engineering Specialists, Inc. 401(K) Savings Plan | Engineering Specialists, Inc. | $13,873,787 | 2023 |
Largest plans in Brookfield → · Brookfield plans with financial data → · $1B+ plans in Brookfield → · Providers by reported compensation →
Related Form 5500 pages
- All WI Form 5500 filings
- Rev Group, Inc. 401(K) Retirement Plan (plan 001)
- Rev Group, Inc. — all reported plans
- Metso Retirement Savings Plan (plan 024)
- Metso Usa Inc. — all reported plans
- Chemical Employees' 401(K) Plan (plan 008)
- Hydrite Chemical Co. — all reported plans
- Landmark Credit Union 401(K) Plan And Trust (plan 003)
- Landmark Credit Union — all reported plans
- Landmark Credit Union Defined Benefit Plan And Trust (plan 001)
- Cielo, Inc. 401(K) Plan (plan 001)
- Cielo, Inc. — all reported plans
- R.A. Smith, Inc. 401(K) Plan (plan 001)
- R.A. Smith, Inc. — all reported plans
- Qps Employee Stock Ownership Plan (plan 002)
- Qps Employment Group, Inc. — all reported plans
- International Foundation Employees Retirement Plan (plan 003)
- International Foundation Of Employee Benefit Plans, Inc. — all reported plans
- Guhring, Inc. Salary Savings Plan (plan 001)
- Guhring, Inc. — all reported plans
- North Shore Bank 401(K) Plan (plan 002)
- North Shore Bank, Fsb — all reported plans
- Anex, Sc 401(K) Profit Sharing Plan (plan 001)
- Anex, Sc — all reported plans
- Wolter Inc. Salary Savings Plan (plan 005)
- Wolter, Inc. — all reported plans
- North Shore Bank Retirement Plan (plan 001)
- Cma/Flodyne/Hydradyne, Inc. 401(K) Plan (plan 001)
- Cma/Flodyne/Hydradyne, Inc. — all reported plans
- Methodology
- Data sources