Kaukauna, 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, Kaukauna, WI has 25 loaded benefit plan(s) reported by 16 plan sponsor(s), with $1,141,211,651 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,141,211,651
- Total reported liabilities (EOY)
- $51,707,779
- Total reported net assets (EOY)
- $1,089,503,872
Contributions & income
- Employer contributions
- $77,113,250
- Participant contributions
- $15,621,139
- Total income / additions
- $244,922,571
Expenses & distributions
- Benefits paid / distributions
- $99,400,663
- Total expenses
- $105,241,103
- Net increase / (decrease)
- $139,681,468
Coverage
- Total reported participants
- 10,333
- Plans with financial statements
- 18
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kaukauna, 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 |
|---|---|---|---|
| Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan | Board Of Trustees | $428,804,991 | 2023 |
| Defined Benefit Pension Plan Of The Plumbers & Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin | Board Of Trustees | $243,958,845 | 2023 |
| Keller, Inc. Employee Stock Ownership Plan & Trust | Keller, Inc. | $178,328,341 | 2023 |
| Plumbers & Steamfitters Local 400 & Mca North Cent Wisconsin Health & Welfare Plan | Plumbers & Steamfitters Local 400 | $72,717,295 | 2023 |
| Omega Enterprises, Inc. And Subsidiaries 401(K) Savings And Retirement Plan | Omega Enterprises, Inc. And Subsidiaries | $39,825,530 | 2023 |
| Team Industries, Inc. Retirement Savings Plan | Team Industries, Inc. | $35,661,523 | 2023 |
| Gustman Employees' Profit Sharing And Savings Plan | Gustman Chevrolet Sales, Inc. | $33,408,216 | 2023 |
| Keller, Inc. 401(K) Retirement Savings Plan | Keller, Inc. | $32,185,685 | 2023 |
| Baisch Engineering Inc. Employees' Profit Sharing Plan | Baisch Engineering Inc. | $30,393,579 | 2023 |
| Fox Valley Tool & Die, Inc. 401(K) And Profit Sharing Plan | Fox Valley Tool & Die, Inc. | $25,395,699 | 2023 |
| Milk Source Companies Retirement Plan | Milk Source, LLC | $9,458,754 | 2023 |
| Midwest Carriers 401k Plan & Trust | V&S Midwest Carriers, Corp | $8,685,730 | 2023 |
| Gustman Chevrolet Sales, Inc. Employee Benefit Plan | Gustman Chevrolet Sales, Inc. | $942,301 | 2023 |
| L&D Catlin Inc. Retirement Plan | L&D Catlin Inc. | $525,017 | 2023 |
| Omega Enterprises, Inc. Employee Health And Welfare Benefit Plan | Omega Enterprises, Inc. | $497,635 | 2023 |
| Uncle Boy Incorporated 401(K) Profit Sharing Plan | Uncle Boy Incorporated | $259,224 | 2023 |
| Ignite Enterprises Inc. 401(K) Plan | Ignite Enterprises Inc. | $92,761 | 2023 |
| Cvc Outdoor Solutions, Inc. 401(K) Plan | Cvc Outdoor Solutions, Inc. | $70,525 | 2023 |
| Milk Source Companies Health Plan | Milk Source LLC | not reported in the loaded dataset | 2023 |
| Arla Foods Production, LLC Employee Benefits Plan | Arla Foods Production, LLC | not reported in the loaded dataset | 2023 |
| Omega Enterprises, Inc. Life, Disability, And Long Term Care Plan | Omega Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Keller Inc. Group Insurance Plan | Keller Inc. | not reported in the loaded dataset | 2023 |
| Team Industries Benefits Wrap Plan | Team Industries Inc. | not reported in the loaded dataset | 2023 |
| Fox Valley Tool & Die, Inc. Benefit & Wellness Plan | Fox Valley Tool & Die, Inc. | not reported in the loaded dataset | 2023 |
| V&S Midwest Carriers Benefit Plan | V&S Midwest Carriers Corp | not reported in the loaded dataset | 2023 |
Largest plans in Kaukauna → · Kaukauna plans by participants → · Kaukauna plans with financial data → · Kaukauna plans with provider compensation → · $1B+ plans in Kaukauna →
Related Form 5500 pages
- All WI Form 5500 filings
- Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan (plan 001)
- Board Of Trustees — all reported plans
- Defined Benefit Pension Plan Of The Plumbers & Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin (plan 001)
- Board Of Trustees — all reported plans
- Keller, Inc. Employee Stock Ownership Plan & Trust (plan 002)
- Keller, Inc. — all reported plans
- Plumbers & Steamfitters Local 400 & Mca North Cent Wisconsin Health & Welfare Plan (plan 501)
- Plumbers & Steamfitters Local 400 — all reported plans
- Omega Enterprises, Inc. And Subsidiaries 401(K) Savings And Retirement Plan (plan 001)
- Omega Enterprises, Inc. And Subsidiaries — all reported plans
- Team Industries, Inc. Retirement Savings Plan (plan 001)
- Team Industries, Inc. — all reported plans
- Gustman Employees' Profit Sharing And Savings Plan (plan 001)
- Gustman Chevrolet Sales, Inc. — all reported plans
- Keller, Inc. 401(K) Retirement Savings Plan (plan 001)
- Baisch Engineering Inc. Employees' Profit Sharing Plan (plan 001)
- Baisch Engineering Inc. — all reported plans
- Fox Valley Tool & Die, Inc. 401(K) And Profit Sharing Plan (plan 001)
- Fox Valley Tool & Die, Inc. — all reported plans
- Milk Source Companies Retirement Plan (plan 001)
- Milk Source, LLC — all reported plans
- Midwest Carriers 401k Plan & Trust (plan 001)
- V&S Midwest Carriers, Corp — all reported plans
- Gustman Chevrolet Sales, Inc. Employee Benefit Plan (plan 778)
- L&D Catlin Inc. Retirement Plan (plan 001)
- L&D Catlin Inc. — all reported plans
- Omega Enterprises, Inc. Employee Health And Welfare Benefit Plan (plan 501)
- Methodology
- Data sources