Menasha, 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, Menasha, WI has 19 loaded benefit plan(s) reported by 13 plan sponsor(s), with $414,761,070 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$414,761,070
Total reported liabilities (EOY)
$23,074,892
Total reported net assets (EOY)
$391,308,027

Contributions & income

Employer contributions
$12,748,180
Participant contributions
$28,962,370
Total income / additions
$109,058,072

Expenses & distributions

Benefits paid / distributions
$30,370,131
Total expenses
$31,495,679
Net increase / (decrease)
$77,562,393

Coverage

Total reported participants
12,607
Plans with financial statements
13
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Menasha, 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 Menasha, WI
PlanSponsorReported assets (EOY)Year
Faith Technologies Incorporated 401(K) Retirement PlanFaith Technologies Incorporated$308,493,4012023
Network Health, Inc. 401(K) PlanNetwork Health, Inc.$44,844,4152023
Goodwill Industries Of North Central Wisconsin, Inc. 403(B) Retirement PlanGoodwill Industries Of North Central Wisconsin, Inc.$22,525,1712023
Amusement Group Holdings, Inc. EsopAmusement Group Holdings, Inc.$15,440,0002023
The Mcclone Agency, Inc. Savings And Retirement PlanThe Mcclone Agency, Inc.$9,172,2302023
Faith Technologies Incorporated 401(A) PlanFaith Technologies Incorporated$5,695,8402023
Nles Holding, Corp. Employee Stock Ownership PlanNles Holding, Corp.$4,086,8992023
Healthcare Management Consultants, Inc. Profit Sharing 401(K) PlanHealthcare Management Consultants, Inc.$1,312,7612023
Bethesda Health And Wellness Inc. Retirement PlanBethesda Health And Wellness Inc.$1,304,7082023
Kell Family Dental, S.C. Profit Sharing 401(K) PlanKell Family Dental, S.C.$1,008,2202023
Martenson & Eisele, Inc. Employee Stock Ownership PlanMartenson & Eisele Inc$477,8932023
Bolle Lime Inc. 401(K) PlanBolle Lime Inc.$368,4182023
Fox Cities Pups Inc. Retirement PlanFox Cities Pups Inc.$31,1142023
Gold Cross Ambulance Service, Inc.Gold Cross Ambulance Services, Inc.not reported in the loaded dataset2023
Goodwill Industries Of North Central Wisconsin, Inc. Cafeteria PlanGoodwill Industries Of North Central Wisconsin,Inc.not reported in the loaded dataset2023
Mcclone Agency Inc.'S Welfare Benefit PlanMcclone Agency Inc.not reported in the loaded dataset2023
Network Health, Inc. Health & Welfare PlanNetwork Health, Inc.not reported in the loaded dataset2023
Faith Technologies Inc Employee Welfare Benefit PlanFaith Technologies Incnot reported in the loaded dataset2023
Goodwill Industries Of North Central Wisconsin, Inc. Life And Disability PlanGoodwill Industries Of North Central Wisconsin,Inc.not reported in the loaded dataset2023

Related Form 5500 pages