Lacrosse, 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, Lacrosse, WI has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $162,906,629 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$162,906,629
Total reported liabilities (EOY)
$36,130
Total reported net assets (EOY)
$162,870,499

Contributions & income

Employer contributions
$4,890,559
Participant contributions
$9,518,380
Total income / additions
$41,779,061

Expenses & distributions

Benefits paid / distributions
$13,372,972
Total expenses
$14,031,521
Net increase / (decrease)
$27,747,540

Coverage

Total reported participants
5,266
Plans with financial statements
8
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lacrosse, 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 Lacrosse, WI
PlanSponsorReported assets (EOY)Year
The Gillette Pepsi Companies, Inc. Profit Sharing And Savings PlanGillette Pepsi Companies, Inc.$46,116,4002023
Brennan Companies 401(K) And Profit Sharing PlanJ.F. Brennan Company, Inc.$39,419,6542023
Rottinghaus Company 401(K) Savings PlanRottinghaus Company, Inc.$21,809,0162023
Cbc U 401(K) PlanCbc Latrobe Acquisition, LLC$16,826,7482023
Walzcraft Industries, Inc. 401(K) Retirement PlanWalzcraft Industries, Inc$16,650,3832023
Potato King, Inc. 401(K) PlanPotato King, Inc.$11,053,0942023
Nesnah Ventures LLC Employee Savings PlanNesnah Ventures LLC$9,532,6252023
Amg Employee Stock Ownership PlanAdvisors Management Group, Inc.$1,498,7092023
City Brewing Company Welfare Benefit PlanCity Brewing Company LLCnot reported in the loaded dataset2023

Related Form 5500 pages