Menomonie, 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, Menomonie, WI has 16 loaded benefit plan(s) reported by 9 plan sponsor(s), with $121,186,927 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $121,186,927
- Total reported liabilities (EOY)
- $946,045
- Total reported net assets (EOY)
- $120,240,882
Contributions & income
- Employer contributions
- $5,487,529
- Participant contributions
- $4,862,859
- Total income / additions
- $31,799,402
Expenses & distributions
- Benefits paid / distributions
- $11,035,068
- Total expenses
- $11,512,615
- Net increase / (decrease)
- $20,286,787
Coverage
- Total reported participants
- 5,175
- Plans with financial statements
- 8
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Menomonie, 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 |
|---|---|---|---|
| Westconsin Credit Union Capital Accumulation Plan | Westconsin Credit Union | $65,426,820 | 2023 |
| Bill'S Distributing, Ltd. 401(K) Profit Sharing Plan | Bills Distributing, Ltd. | $13,216,563 | 2023 |
| Pember Companies, Inc. Retirement Savings Plan | Pember Companies, Inc. | $12,261,819 | 2023 |
| Aurora Community Services, Inc. 401(K) And Employee Stock Ownership Plan | Aurora Community Services, Inc. | $12,212,871 | 2023 |
| Vets Plus, Inc. 401(K) Profit Sharing Plan | Vets Plus, Inc. | $7,534,591 | 2023 |
| Midwest Stainless Technologies, LLC 401(K) Plan | Midwest Stainless Technologies, LLC | $6,450,380 | 2023 |
| Workforce Resource Tax Sheltered Annuity Plan | Workforce Resource, Inc. | $3,543,406 | 2023 |
| Soldier 401(K) Plan | Soldier Trucking LLC | $540,477 | 2023 |
| Vets Plus Inc Welfare Benefit Plan | Vets Plus Inc | not reported in the loaded dataset | 2023 |
| Midwest Stainless Technologies, LLC | Midwest Stainless Technologies, LLC | not reported in the loaded dataset | 2023 |
| Westconsin Credit Union Premium Conversion Plan | Westconsin Credit Union | not reported in the loaded dataset | 2023 |
| Westconsin Credit Union Life Insurance Plan | Westconsin Credit Union | not reported in the loaded dataset | 2023 |
| Westconsin Credit Union Long Term Disability Plan | Westconsin Credit Union | not reported in the loaded dataset | 2023 |
| Westconsin Credit Union Short Term Disability Plan | Westconsin Credit Union | not reported in the loaded dataset | 2023 |
| Westconsin Credit Union Vision Plan | Westconsin Credit Union | not reported in the loaded dataset | 2023 |
| Aurora Community Services, Inc. Welfare Plan | Aurora Community Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Menomonie → · Menomonie plans by participants → · Menomonie plans with financial data → · Menomonie plans with provider compensation → · $1B+ plans in Menomonie →
Related Form 5500 pages
- All WI Form 5500 filings
- Westconsin Credit Union Capital Accumulation Plan (plan 033)
- Westconsin Credit Union — all reported plans
- Bill'S Distributing, Ltd. 401(K) Profit Sharing Plan (plan 001)
- Bills Distributing, Ltd. — all reported plans
- Pember Companies, Inc. Retirement Savings Plan (plan 001)
- Pember Companies, Inc. — all reported plans
- Aurora Community Services, Inc. 401(K) And Employee Stock Ownership Plan (plan 002)
- Aurora Community Services, Inc. — all reported plans
- Vets Plus, Inc. 401(K) Profit Sharing Plan (plan 001)
- Vets Plus, Inc. — all reported plans
- Midwest Stainless Technologies, LLC 401(K) Plan (plan 001)
- Midwest Stainless Technologies, LLC — all reported plans
- Workforce Resource Tax Sheltered Annuity Plan (plan 001)
- Workforce Resource, Inc. — all reported plans
- Soldier 401(K) Plan (plan 001)
- Soldier Trucking LLC — all reported plans
- Vets Plus Inc Welfare Benefit Plan (plan 501)
- Midwest Stainless Technologies, LLC (plan 501)
- Westconsin Credit Union Premium Conversion Plan (plan 502)
- Westconsin Credit Union Life Insurance Plan (plan 503)
- Westconsin Credit Union Long Term Disability Plan (plan 504)
- Westconsin Credit Union Short Term Disability Plan (plan 505)
- Westconsin Credit Union Vision Plan (plan 506)
- Methodology
- Data sources