Ellsworth, 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, Ellsworth, WI has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $16,373,924 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $16,373,924
- Total reported liabilities (EOY)
- $24,540
- Total reported net assets (EOY)
- $16,349,384
Contributions & income
- Employer contributions
- $833,409
- Participant contributions
- $918,214
- Total income / additions
- $4,265,934
Expenses & distributions
- Benefits paid / distributions
- $940,673
- Total expenses
- $996,774
- Net increase / (decrease)
- $3,269,160
Coverage
- Total reported participants
- 578
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ellsworth, 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 |
|---|---|---|---|
| Ellsworth Cooperative Creamery Retirement Savings Plan | Ellsworth Cooperative Creamery | $11,185,730 | 2023 |
| Loberg & Loberg Profit Sharing Plan | Loberg & Loberg | $3,133,064 | 2023 |
| Loberg & Loberg Money Purchase Plan | Loberg & Loberg | $1,852,472 | 2023 |
| The Gravel Mountain Group, Inc. 401(K) Plan | The Gravel Mountain Group, Inc. | $202,658 | 2023 |
| Ellsworth Cooperative Creamery Health And Welfare Benefits Wrap Plan | Ellsworth Cooperative Creamery | not reported in the loaded dataset | 2023 |
Largest plans in Ellsworth → · Ellsworth plans by participants → · Ellsworth plans with financial data → · Ellsworth plans with provider compensation → · $1B+ plans in Ellsworth →
Related Form 5500 pages
- All WI Form 5500 filings
- Ellsworth Cooperative Creamery Retirement Savings Plan (plan 002)
- Ellsworth Cooperative Creamery — all reported plans
- Loberg & Loberg Profit Sharing Plan (plan 002)
- Loberg & Loberg — all reported plans
- Loberg & Loberg Money Purchase Plan (plan 001)
- The Gravel Mountain Group, Inc. 401(K) Plan (plan 001)
- The Gravel Mountain Group, Inc. — all reported plans
- Ellsworth Cooperative Creamery Health And Welfare Benefits Wrap Plan (plan 599)
- Methodology
- Data sources