Glendale, 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, Glendale, WI has 21 loaded benefit plan(s) reported by 11 plan sponsor(s), with $695,844,605 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $695,844,605
- Total reported liabilities (EOY)
- $146,344
- Total reported net assets (EOY)
- $695,698,261
Contributions & income
- Employer contributions
- $20,719,529
- Participant contributions
- $26,555,530
- Total income / additions
- $138,164,858
Expenses & distributions
- Benefits paid / distributions
- $73,491,643
- Total expenses
- $77,963,805
- Net increase / (decrease)
- $60,201,053
Coverage
- Total reported participants
- 16,804
- Plans with financial statements
- 15
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Glendale, 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 |
|---|---|---|---|
| Clarios Retirement Savings And Investment Plan | Clarios, LLC | $277,588,191 | 2023 |
| Clarios Pension Plan Battery Division Hourly Employees | Clarios, LLC | $251,129,081 | 2023 |
| Weyco Group, Inc. 401(K) Plan | Weyco Group, Inc. | $51,534,927 | 2023 |
| Weyco Group, Inc. Pension Plan | Weyco Group, Inc. | $38,041,461 | 2023 |
| Oldenburg Group Incorporated Savings Plan | Oldenburg Group Incorporated | $20,631,388 | 2023 |
| Ampco Pumps Company Inc. Profit Sharing 401k Plan | Ampco Pumps Company Inc. | $14,936,338 | 2023 |
| Rheumatic Disease Center, Llp Safe Harbor Profit Sharing 401(K) Plan And Trust | Rheumatic Disease Center, Llp | $13,788,402 | 2023 |
| Heiser Automobile Dealerships 401(K) Profit Sharing Plan | Heiser Ford, Inc. | $13,188,261 | 2023 |
| Elizabeth Residence & Co. 401(K) Plan | Elizabeth Residence, Inc. | $4,052,937 | 2023 |
| Oldenburg Group Inc Defined Benefit Master Trust | Oldenburg Group Incorporated | $3,463,605 | 2023 |
| Lake Shore, Inc. Steelworkers Pension Plan | Oldenburg Group Incorporated | $3,151,480 | 2023 |
| James A. Sweet, Cpa Keogh Plan | James A. Sweet, Cpa | $2,020,766 | 2023 |
| Health Dynamics Profit Sharing Plan | Health Dynamics Physicians Sc | $1,602,522 | 2023 |
| Dl Poll Services, Inc. Retirement Plan | Dl Poll Services, Inc. | $403,120 | 2023 |
| Lake Shore, Inc. Truck Drivers Pension Plan | Oldenburg Group Incorporated | $312,126 | 2023 |
| Ampco Pumps Company Inc. Vision Plan | Ampco Pumps Company Inc. | not reported in the loaded dataset | 2023 |
| Ampco Pumps Company Inc. Dental Plan | Ampco Pumps Company Inc. | not reported in the loaded dataset | 2023 |
| Clarios Flexible Benefits Program | Clarios, LLC | not reported in the loaded dataset | 2023 |
| Heiser Ford Inc | Heiser Ford Inc | not reported in the loaded dataset | 2023 |
| Ampco Pumps Company Inc. Medical Plan | Ampco Pumps Company Inc. | not reported in the loaded dataset | 2023 |
| Ampco Pumps Company Inc. Life & Disability Plan | Ampco Pumps Company Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Glendale → · Glendale plans by participants → · Glendale plans with financial data → · Glendale plans with provider compensation → · $1B+ plans in Glendale →
Related Form 5500 pages
- All WI Form 5500 filings
- Clarios Retirement Savings And Investment Plan (plan 001)
- Clarios, LLC — all reported plans
- Clarios Pension Plan Battery Division Hourly Employees (plan 016)
- Weyco Group, Inc. 401(K) Plan (plan 005)
- Weyco Group, Inc. — all reported plans
- Weyco Group, Inc. Pension Plan (plan 002)
- Oldenburg Group Incorporated Savings Plan (plan 001)
- Oldenburg Group Incorporated — all reported plans
- Ampco Pumps Company Inc. Profit Sharing 401k Plan (plan 001)
- Ampco Pumps Company Inc. — all reported plans
- Rheumatic Disease Center, Llp Safe Harbor Profit Sharing 401(K) Plan And Trust (plan 001)
- Rheumatic Disease Center, Llp — all reported plans
- Heiser Automobile Dealerships 401(K) Profit Sharing Plan (plan 001)
- Heiser Ford, Inc. — all reported plans
- Elizabeth Residence & Co. 401(K) Plan (plan 001)
- Elizabeth Residence, Inc. — all reported plans
- Oldenburg Group Inc Defined Benefit Master Trust (plan 001)
- Oldenburg Group Incorporated — all reported plans
- Lake Shore, Inc. Steelworkers Pension Plan (plan 003)
- James A. Sweet, Cpa Keogh Plan (plan 001)
- James A. Sweet, Cpa — all reported plans
- Health Dynamics Profit Sharing Plan (plan 001)
- Health Dynamics Physicians Sc — all reported plans
- Dl Poll Services, Inc. Retirement Plan (plan 001)
- Dl Poll Services, Inc. — all reported plans
- Lake Shore, Inc. Truck Drivers Pension Plan (plan 004)
- Methodology
- Data sources