Mequon, 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, Mequon, WI has 26 loaded benefit plan(s) reported by 20 plan sponsor(s), with $560,265,956 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $560,265,956
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $560,208,743
Contributions & income
- Employer contributions
- $18,765,750
- Participant contributions
- $24,014,398
- Total income / additions
- $121,865,733
Expenses & distributions
- Benefits paid / distributions
- $46,079,422
- Total expenses
- $46,652,443
- Net increase / (decrease)
- $75,213,290
Coverage
- Total reported participants
- 7,428
- Plans with financial statements
- 21
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mequon, 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 |
|---|---|---|---|
| Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan | Charter Manufacturing Company, Inc. | $454,583,744 | 2023 |
| Hb Performance Systems, Inc. 401(K) Plan | Hb Performance Systems, Inc. | $20,762,543 | 2023 |
| Kendall Packaging Corporation 401(K) Plan | Kendall Packaging Corporation | $18,708,653 | 2023 |
| Wisconsin Radiology Specialists Sc 401(K) Profit Sharing Plan And Trust | Wisconsin Radiology Specialists Sc | $14,578,284 | 2023 |
| Fromm Family Foods, LLC 401(K) Plan | Fromm Family Foods, LLC | $10,928,123 | 2023 |
| Hultafors Group North America 401(K) Plan | Hultafors Group Us Holdco LLC | $10,442,762 | 2023 |
| Hb Performance Systems, Inc. Defined Benefit Plan | Hb Performance Systems, Inc. | $9,787,125 | 2023 |
| Dhi Corp. Retirement Savings Plan | Dhi Corp. | $8,412,673 | 2023 |
| Super Steel LLC Retirement & Savings Plan | Super Steel LLC | $7,519,020 | 2023 |
| M.A. Lichter Co Inc Profit Sharing Plan | M.A. Lichter Co., Inc. | $1,644,025 | 2023 |
| Signature Two Company Retirement Plan | Signature Two Company | $946,301 | 2023 |
| Kelcourt, Inc. 401(K) Plan | Kelcourt, Inc. | $769,284 | 2023 |
| Jab Investments, Inc. 401(K) Plan | Jab Investments, Inc. | $450,079 | 2023 |
| Glenbrook Associates Inc. 401(K) Plan | Glenbrook Associates Inc. | $230,420 | 2023 |
| Cande Hoffman Holdings Inc 401(K) Plan | Cande Hoffman Holdings Inc | $208,294 | 2023 |
| Great Finds, Inc. Retirement Plan | Great Finds, Inc. | $177,086 | 2023 |
| Mtcnest Retirement Plan | Mtcnest, Inc. | $59,519 | 2023 |
| Stone Prairie Ventures Inc. Retirement Plan | Stone Prairie Ventures Inc. | $57,213 | 2023 |
| Homegate Direct Realty Holdings, Inc. 401(K) Plan | Homegate Direct Realty Holdings, Inc. | $808 | 2023 |
| Asiage Corp. 401(K) Profit Sharing Plan | Asiage Corp. | $0 | 2023 |
| Petal House Corporation 401(K) Profit Sharing Plan | Petal House Corporation | $0 | 2023 |
| Hb Performance Systems, Inc. Health And Welfare Benefit Plan | Hb Performance Systems, Inc. | not reported in the loaded dataset | 2023 |
| Employee Benefit Plans For Employees Of Kendall Packaging Corporation | Kendall Packaging Corporation | not reported in the loaded dataset | 2023 |
| Fromm Family Foods General Welfare Benefit Plan | Fromm Family Foods | not reported in the loaded dataset | 2023 |
| Super Steel LLC Group Benefit Plan | Super Steel LLC | not reported in the loaded dataset | 2023 |
Largest plans in Mequon → · Mequon plans by participants → · Mequon plans with financial data → · Mequon plans with provider compensation → · $1B+ plans in Mequon →
Related Form 5500 pages
- All WI Form 5500 filings
- Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan (plan 001)
- Charter Manufacturing Company, Inc. — all reported plans
- Hb Performance Systems, Inc. 401(K) Plan (plan 003)
- Hb Performance Systems, Inc. — all reported plans
- Kendall Packaging Corporation 401(K) Plan (plan 002)
- Kendall Packaging Corporation — all reported plans
- Wisconsin Radiology Specialists Sc 401(K) Profit Sharing Plan And Trust (plan 001)
- Wisconsin Radiology Specialists Sc — all reported plans
- Fromm Family Foods, LLC 401(K) Plan (plan 002)
- Fromm Family Foods, LLC — all reported plans
- Hultafors Group North America 401(K) Plan (plan 002)
- Hultafors Group Us Holdco LLC — all reported plans
- Hb Performance Systems, Inc. Defined Benefit Plan (plan 001)
- Dhi Corp. Retirement Savings Plan (plan 001)
- Dhi Corp. — all reported plans
- Super Steel LLC Retirement & Savings Plan (plan 005)
- Super Steel LLC — all reported plans
- M.A. Lichter Co Inc Profit Sharing Plan (plan 001)
- M.A. Lichter Co., Inc. — all reported plans
- Signature Two Company Retirement Plan (plan 001)
- Signature Two Company — all reported plans
- Kelcourt, Inc. 401(K) Plan (plan 001)
- Kelcourt, Inc. — all reported plans
- Jab Investments, Inc. 401(K) Plan (plan 001)
- Jab Investments, Inc. — all reported plans
- Glenbrook Associates Inc. 401(K) Plan (plan 001)
- Glenbrook Associates Inc. — all reported plans
- Cande Hoffman Holdings Inc 401(K) Plan (plan 001)
- Cande Hoffman Holdings Inc — all reported plans
- Methodology
- Data sources