Germantown, 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, Germantown, WI has 50 loaded benefit plan(s) reported by 28 plan sponsor(s), with $617,763,516 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
50
Plan sponsors
28
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$617,763,516
Total reported liabilities (EOY)
$6,003,493
Total reported net assets (EOY)
$611,760,023

Contributions & income

Employer contributions
$14,556,490
Participant contributions
$33,461,259
Total income / additions
$138,445,421

Expenses & distributions

Benefits paid / distributions
$53,553,104
Total expenses
$54,839,194
Net increase / (decrease)
$83,606,227

Coverage

Total reported participants
13,488
Plans with financial statements
26
Plans with provider compensation
22

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Germantown, 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

Largest loaded plans in Germantown, WI
PlanSponsorReported assets (EOY)Year
Ellsworth Corporation 401(K) Savings PlanEllsworth Corporation$73,527,1992023
Complete Office 401(K) Plan And TrustComplete Office, LLC$64,455,6152023
Wago Corporation 401(K) PlanWago Corporation$60,003,1422023
Mgs Employee 401(K) PlanMgs Group North America, Inc.$53,965,0622023
Mgs Employee 401(K) PlanMgs Group North America, Inc.$53,965,0622023
Weimer Bearing & Transmission, Inc. 401k Savings PlanWeimer Bearing & Transmission, Inc.$51,694,5382023
J.W. Speaker Corporation 401 (K) PlanJ.W. Speaker Corporation$41,458,1732023
Gehl Foods, LLC 401(K) Salary Savings PlanGehl Foods, LLC$40,386,6452023
Satisloh North America, Inc. Employee Savings And Retirement PlanSatisloh North America, Inc.$24,632,0972023
Enercon Industries, Inc. 401(K) Savings PlanEnercon Industries, Inc.$23,584,6852023
Kesslers Diamond Center Inc. Employee Stock Ownership PlanKesslers Diamond Center, Inc.$22,148,0772023
Systems LLC 401k PlanSystems, LLC$20,052,8692023
Germantown Mutual Insurance Company 401(K) Retirement PlanGermantown Mutual Insurance Company$13,564,7652023
Wisconsin Stamping & Manufacturing, LLC 401k Savings PlanWisconsin Stamping & Manufacturing, LLC$11,088,3732023
Kessler'S Diamond Center, Inc. 401(K) PlanKessler'S Diamond Center, Inc.$11,006,6632023
Great Lakes Packaging Corporation 401(K) Profit Sharing PlanGreat Lakes Packaging Corporation$10,119,5712023
Pci 401(K) PlanPlastic Components, Inc. (Pci)$9,433,7802023
Hampel 401(K) Savings PlanL.T. Hampel Corp$9,042,4122023
David J. Frank Landscape Contracting, Inc. Retirement PlanDavid J. Frank Landscape Contracting, Inc.$7,964,7252023
Wlcfs Retirement Readiness PlanWlcfs$6,005,1852023
Motis Brands, Inc. 401(K) PlanMotis Brands, Inc.$5,293,1942023
American Enterprises International, Inc. Esop & Profit Sharing PlanAmerican Enterprises International, Inc.$3,775,6632023
Nelco Electric, Inc. Employee Stock Ownership PlanNelco Electric, Inc.$550,6482023
Ryb Corporation 401k Profit Sharing PlanRyb Corporation$45,3722023
Wedal Wellness Group, Inc. 401(K) Profit Sharing PlanWedal Wellness Group, Inc.$12023

Related Form 5500 pages