Depere, 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, Depere, WI has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $86,681,994 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $86,681,994
- Total reported liabilities (EOY)
- $354
- Total reported net assets (EOY)
- $86,681,640
Contributions & income
- Employer contributions
- $2,387,496
- Participant contributions
- $6,915,082
- Total income / additions
- $22,548,245
Expenses & distributions
- Benefits paid / distributions
- $14,458,719
- Total expenses
- $14,860,843
- Net increase / (decrease)
- $7,687,402
Coverage
- Total reported participants
- 2,239
- Plans with financial statements
- 5
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Depere, 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 |
|---|---|---|---|
| Robinson 401(K) Profit Sharing Plan | Robinson, Inc. | $37,727,124 | 2023 |
| Unity Limited Partnership 403(B) Plan | Unity Limited Partnership | $14,497,067 | 2023 |
| Infinity Machine & Engineering Corporation 401(K) Retirement Savings Plan | Infinity Machine & Engineering Corporation | $14,146,656 | 2023 |
| Tweet-Garot Mechanical, Inc. 401(K) Plan | Tweet-Garot Mechanical, Inc. | $14,016,352 | 2023 |
| Wel Companies, Inc. 401(K) Savings Plan | Wel Companies, Inc. | $6,294,795 | 2023 |
| Unity Limited Partnership Welfare Benefits Plan | Unity Limited Partnership | not reported in the loaded dataset | 2023 |
Largest plans in Depere → · Depere plans by participants → · Depere plans with financial data → · Depere plans with provider compensation → · $1B+ plans in Depere →
Related Form 5500 pages
- All WI Form 5500 filings
- Robinson 401(K) Profit Sharing Plan (plan 001)
- Robinson, Inc. — all reported plans
- Unity Limited Partnership 403(B) Plan (plan 002)
- Unity Limited Partnership — all reported plans
- Infinity Machine & Engineering Corporation 401(K) Retirement Savings Plan (plan 001)
- Infinity Machine & Engineering Corporation — all reported plans
- Tweet-Garot Mechanical, Inc. 401(K) Plan (plan 002)
- Tweet-Garot Mechanical, Inc. — all reported plans
- Wel Companies, Inc. 401(K) Savings Plan (plan 001)
- Wel Companies, Inc. — all reported plans
- Unity Limited Partnership Welfare Benefits Plan (plan 501)
- Methodology
- Data sources