Mount Horeb, 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, Mount Horeb, WI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $40,332,828 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $40,332,828
- Total reported liabilities (EOY)
- $24,097
- Total reported net assets (EOY)
- $39,310,208
Contributions & income
- Employer contributions
- $2,151,490
- Participant contributions
- $4,000,245
- Total income / additions
- $13,000,778
Expenses & distributions
- Benefits paid / distributions
- $4,131,946
- Total expenses
- $4,253,590
- Net increase / (decrease)
- $8,747,188
Coverage
- Total reported participants
- 2,177
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Horeb, 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 |
|---|---|---|---|
| Duluth Holdings, Inc. 401(K) Profit Sharing Plan | Duluth Holdings Inc. | $38,840,611 | 2023 |
| Mobius Holdings Inc. 401(K) Plan | Mobius Holdings Inc. | $1,289,651 | 2023 |
| Schoop B&B Inc. Retirement Plan | Schoop B&B Inc. | $157,149 | 2023 |
| Strong And Big, Inc. 401(K) Plan | Strong And Big, Inc. | $45,417 | 2023 |
Largest plans in Mount Horeb → · Mount Horeb plans by participants → · Mount Horeb plans with financial data → · Mount Horeb plans with provider compensation → · $1B+ plans in Mount Horeb →
Related Form 5500 pages
- All WI Form 5500 filings
- Duluth Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Duluth Holdings Inc. — all reported plans
- Mobius Holdings Inc. 401(K) Plan (plan 001)
- Mobius Holdings Inc. — all reported plans
- Schoop B&B Inc. Retirement Plan (plan 001)
- Schoop B&B Inc. — all reported plans
- Strong And Big, Inc. 401(K) Plan (plan 001)
- Strong And Big, Inc. — all reported plans
- Methodology
- Data sources