Kimberly, 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, Kimberly, WI has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $58,392,259 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $58,392,259
- Total reported liabilities (EOY)
- $1,531,320
- Total reported net assets (EOY)
- $56,860,939
Contributions & income
- Employer contributions
- $1,439,711
- Participant contributions
- $2,984,531
- Total income / additions
- $11,274,148
Expenses & distributions
- Benefits paid / distributions
- $3,215,584
- Total expenses
- $3,407,206
- Net increase / (decrease)
- $7,866,942
Coverage
- Total reported participants
- 828
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kimberly, 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 |
|---|---|---|---|
| Luvata Appleton LLC Investment Plan | Luvata Appleton, LLC | $34,109,846 | 2023 |
| Crane Engineering Sales, Inc. 401(K) Plan | Crane Engineering Sales, Inc. | $19,891,236 | 2023 |
| Elipticon Wood Products Employee Stock Ownership Plan | Elipticon Wood Products, Inc. | $4,391,177 | 2023 |
| Crane Engineering Sales, Inc. Welfare Benefit Plan | Crane Engineering Sales, Inc. | not reported in the loaded dataset | 2023 |
| Luvata Appleton, LLC Welfare Benefits Plan | Luvata Appleton, LLC | not reported in the loaded dataset | 2023 |
| Bdp Management Health Insurance Plan | Bdp Management | not reported in the loaded dataset | 2023 |
Largest plans in Kimberly → · Kimberly plans by participants → · Kimberly plans with financial data → · Kimberly plans with provider compensation → · $1B+ plans in Kimberly →
Related Form 5500 pages
- All WI Form 5500 filings
- Luvata Appleton LLC Investment Plan (plan 004)
- Luvata Appleton, LLC — all reported plans
- Crane Engineering Sales, Inc. 401(K) Plan (plan 002)
- Crane Engineering Sales, Inc. — all reported plans
- Elipticon Wood Products Employee Stock Ownership Plan (plan 001)
- Elipticon Wood Products, Inc. — all reported plans
- Crane Engineering Sales, Inc. Welfare Benefit Plan (plan 510)
- Luvata Appleton, LLC Welfare Benefits Plan (plan 501)
- Bdp Management Health Insurance Plan (plan 501)
- Bdp Management — all reported plans
- Methodology
- Data sources