Edgerton, 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, Edgerton, WI has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $18,189,577 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,189,577
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $18,189,577
Contributions & income
- Employer contributions
- $289,869
- Participant contributions
- $953,108
- Total income / additions
- $5,645,565
Expenses & distributions
- Benefits paid / distributions
- $1,198,374
- Total expenses
- $1,275,808
- Net increase / (decrease)
- $4,369,757
Coverage
- Total reported participants
- 567
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Edgerton, 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 |
|---|---|---|---|
| Edgerton Hospital And Health Services 401(K) Plan & Trust | Edgerton Hospital And Health Services | $8,683,099 | 2023 |
| Roethe Pope Roethe Llp Profit Sharing Plan | Roethe Pope Roethe Llp | $6,416,468 | 2023 |
| Edgerton Gear, Inc. Employee Stock Ownership Plan | Edgerton Gear, Inc. | $2,317,246 | 2023 |
| Compassionate Services Corporation 401(K) Profit Sharing Plan | Compassionate Services Corporation | $636,363 | 2023 |
| Koshmax, Inc. Retirement Plan | Koshmax, Inc. | $136,401 | 2023 |
| I-K-I Manufacturing Company, Inc. Employee Benefit Plan | I-K-I Manufacturing Company, Inc. | not reported in the loaded dataset | 2023 |
| Edgerton Hospital And Health Services, Inc. Health Plan | Edgerton Hospital And Health Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Edgerton → · Edgerton plans by participants → · Edgerton plans with financial data → · Edgerton plans with provider compensation → · $1B+ plans in Edgerton →
Related Form 5500 pages
- All WI Form 5500 filings
- Edgerton Hospital And Health Services 401(K) Plan & Trust (plan 001)
- Edgerton Hospital And Health Services — all reported plans
- Roethe Pope Roethe Llp Profit Sharing Plan (plan 002)
- Roethe Pope Roethe Llp — all reported plans
- Edgerton Gear, Inc. Employee Stock Ownership Plan (plan 001)
- Edgerton Gear, Inc. — all reported plans
- Compassionate Services Corporation 401(K) Profit Sharing Plan (plan 001)
- Compassionate Services Corporation — all reported plans
- Koshmax, Inc. Retirement Plan (plan 001)
- Koshmax, Inc. — all reported plans
- I-K-I Manufacturing Company, Inc. Employee Benefit Plan (plan 501)
- I-K-I Manufacturing Company, Inc. — all reported plans
- Edgerton Hospital And Health Services, Inc. Health Plan (plan 508)
- Methodology
- Data sources