Marshfield, 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, Marshfield, WI has 49 loaded benefit plan(s) reported by 23 plan sponsor(s), with $6,611,526,107 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 49
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,611,526,107
- Total reported liabilities (EOY)
- $24,716,237
- Total reported net assets (EOY)
- $6,586,809,870
Contributions & income
- Employer contributions
- $40,485,624
- Participant contributions
- $103,909,995
- Total income / additions
- $1,114,961,748
Expenses & distributions
- Benefits paid / distributions
- $418,830,611
- Total expenses
- $423,295,011
- Net increase / (decrease)
- $691,666,737
Coverage
- Total reported participants
- 116,982
- Plans with financial statements
- 23
- Plans with provider compensation
- 23
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marshfield, 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 |
|---|---|---|---|
| Marshfield Clinic Master Trust | Marshfield Clinic, Inc. | $3,053,574,452 | 2023 |
| Marshfield Clinic Salary Reduction Plan | Marshfield Clinic, Inc. | $1,714,422,476 | 2023 |
| Employees Retirement Plan Of Marshfield Clinic | Marshfield Clinic, Inc. | $1,327,123,781 | 2023 |
| Roehl Transport, Inc. 401(K) Profit Sharing Plan | Roehl Transport, Inc. | $126,402,850 | 2023 |
| Cfr Retirement Savings Plan | Custom Fabricating & Repair, Inc. | $38,317,229 | 2023 |
| Co-Op 401(K) Plan | Provision Partners Cooperative Dba Allied Cooperative | $38,063,671 | 2023 |
| Staab Construction Corporation Employee Stock Ownership Plan | Staab Construction Corporation | $35,935,631 | 2023 |
| Family Health Center Of Marshfield, Inc. Retirement Plan | Family Health Center Of Marshfield, Inc. | $35,778,446 | 2023 |
| Felker Brothers Corporation Salaried 401(K) Plan | Felker Brothers Corporation | $35,693,410 | 2023 |
| Nelson-Jameson, Inc. Retirement Plan | Nelson-Jameson, Inc. | $30,909,220 | 2023 |
| H & S Manufacturing Company, Inc. Profit Sharing 401(K) Plan | H & S Manufacturing Company, Inc. | $30,861,390 | 2023 |
| Mid-State Truck Service, Inc. 401(K) Plan | Mid-State Truck Service, Inc. | $29,886,834 | 2023 |
| Dental Clinic Of Marshfield, S.C. 401(K) Profit Sharing Plan | Dental Clinic Of Marshfield, S.C. | $29,050,796 | 2023 |
| Staab Construction Corporation 401(K) Profit Sharing Plan & Trust | Staab Construction Corporation | $25,767,169 | 2023 |
| Forward Bank 401(K) Plan | Forward Bank | $19,047,655 | 2023 |
| Simplicity Credit Union Capital Accumulation Plan | Simplicity Credit Union | $9,751,117 | 2023 |
| Felker Brothers Corporation Union 401(K) Plan | Felker Brothers Corporation | $7,045,032 | 2023 |
| Dental Crafters, Inc. 401(K) Profit Sharing Plan | Dental Crafters, Inc. | $6,871,211 | 2023 |
| Nasonville Dairy, Inc. Retirement Plan | Nasonville Dairy, Inc. | $6,841,901 | 2023 |
| Alliance Collection Agencies, Inc. 401(K) Plan | Alliance Collection Agencies, Inc. | $6,007,322 | 2023 |
| Prince Corporation 401(K) Profit Sharing Plan | Prince Corporation | $3,510,078 | 2023 |
| Pdg Enterprises, Inc. 401(K) Plan | Pdg Enterprises, Inc. | $629,435 | 2023 |
| Pegasus Concept Group Inc. Retirement Plan | Pegasus Concept Group Inc. | $35,001 | 2023 |
| Director Voluntary Severance Plan | Marshfield Clinic Health System, Inc. | not reported in the loaded dataset | 2023 |
| Disability Short Term | Marshfield Clinic Health System, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Marshfield → · Marshfield plans by participants → · Marshfield plans with financial data → · Marshfield plans with provider compensation → · $1B+ plans in Marshfield →
Related Form 5500 pages
- All WI Form 5500 filings
- Marshfield Clinic Master Trust (plan 003)
- Marshfield Clinic, Inc. — all reported plans
- Marshfield Clinic Salary Reduction Plan (plan 002)
- Employees Retirement Plan Of Marshfield Clinic (plan 001)
- Roehl Transport, Inc. 401(K) Profit Sharing Plan (plan 001)
- Roehl Transport, Inc. — all reported plans
- Cfr Retirement Savings Plan (plan 001)
- Custom Fabricating & Repair, Inc. — all reported plans
- Co-Op 401(K) Plan (plan 001)
- Provision Partners Cooperative Dba Allied Cooperative — all reported plans
- Staab Construction Corporation Employee Stock Ownership Plan (plan 002)
- Staab Construction Corporation — all reported plans
- Family Health Center Of Marshfield, Inc. Retirement Plan (plan 001)
- Family Health Center Of Marshfield, Inc. — all reported plans
- Felker Brothers Corporation Salaried 401(K) Plan (plan 002)
- Felker Brothers Corporation — all reported plans
- Nelson-Jameson, Inc. Retirement Plan (plan 002)
- Nelson-Jameson, Inc. — all reported plans
- H & S Manufacturing Company, Inc. Profit Sharing 401(K) Plan (plan 001)
- H & S Manufacturing Company, Inc. — all reported plans
- Mid-State Truck Service, Inc. 401(K) Plan (plan 001)
- Mid-State Truck Service, Inc. — all reported plans
- Dental Clinic Of Marshfield, S.C. 401(K) Profit Sharing Plan (plan 001)
- Dental Clinic Of Marshfield, S.C. — all reported plans
- Staab Construction Corporation 401(K) Profit Sharing Plan & Trust (plan 003)
- Forward Bank 401(K) Plan (plan 003)
- Forward Bank — all reported plans
- Methodology
- Data sources