Holmen, 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, Holmen, WI has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $12,567,050 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,567,050
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $12,567,050
Contributions & income
- Employer contributions
- $283,386
- Participant contributions
- $615,358
- Total income / additions
- $2,886,998
Expenses & distributions
- Benefits paid / distributions
- $3,788,788
- Total expenses
- $3,803,086
- Net increase / (decrease)
- -$916,088
Coverage
- Total reported participants
- 631
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Holmen, 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 |
|---|---|---|---|
| Three Rivers Technologies 401(K) Retirement Plan | Three Rivers Technologies, Inc. | $8,728,945 | 2023 |
| Reconyx Retirement Plan | Reconyx, Inc. | $3,121,528 | 2023 |
| O'Brien And Associates 401(K) Plan | O'Brien Services Inc. | $716,577 | 2023 |
| A.M.M., Ltd. Profit Sharing Plan & Trust | A.M.M., Ltd. | $0 | 2023 |
| Dahl Automotive, Inc. Employee Welfare Benefits Plan | Dahl Automotive La Crosse, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Holmen → · Holmen plans by participants → · Holmen plans with financial data → · Holmen plans with provider compensation → · $1B+ plans in Holmen →
Related Form 5500 pages
- All WI Form 5500 filings
- Three Rivers Technologies 401(K) Retirement Plan (plan 001)
- Three Rivers Technologies, Inc. — all reported plans
- Reconyx Retirement Plan (plan 001)
- Reconyx, Inc. — all reported plans
- O'Brien And Associates 401(K) Plan (plan 001)
- O'Brien Services Inc. — all reported plans
- A.M.M., Ltd. Profit Sharing Plan & Trust (plan 001)
- A.M.M., Ltd. — all reported plans
- Dahl Automotive, Inc. Employee Welfare Benefits Plan (plan 510)
- Dahl Automotive La Crosse, Inc. — all reported plans
- Methodology
- Data sources