Mukwonago, 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, Mukwonago, WI has 19 loaded benefit plan(s) reported by 11 plan sponsor(s), with $99,252,531 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
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $99,252,531
- Total reported liabilities (EOY)
- $8,863,263
- Total reported net assets (EOY)
- $90,389,268
Contributions & income
- Employer contributions
- $3,725,172
- Participant contributions
- $4,651,610
- Total income / additions
- $13,637,043
Expenses & distributions
- Benefits paid / distributions
- $5,607,955
- Total expenses
- $6,134,795
- Net increase / (decrease)
- $7,502,248
Coverage
- Total reported participants
- 2,740
- Plans with financial statements
- 11
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mukwonago, 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 |
|---|---|---|---|
| Gs Global Resources, Inc. 401(K) Savings Plan | Gs Global Resources, Inc. | $28,170,644 | 2023 |
| Citizens Bank 401k Mukwonago, Wi | Citizens Bank | $19,733,044 | 2023 |
| Norris, Inc. Pension Plan | Norris, Inc. | $12,104,616 | 2023 |
| C.I. Banker Wire And Iron Works, Inc. 401(K) Plan | C.I. Banker Wire And Iron Works, Inc | $11,630,024 | 2023 |
| Instrument Development Corp. 401(K) Profit Sharing Plan | Instrument Development Co., LLC | $11,347,621 | 2023 |
| Citizens Bank Employee Stock Ownership Plan | Citizens Bank | $8,280,224 | 2023 |
| Badger Color Concentrates 401(K) Plan & Trust | Badger Color Concentrates, Inc. | $5,188,920 | 2023 |
| Bwi Holding Company 401(K) Plan | Bwi Holding Company | $1,368,455 | 2023 |
| Campbell Construction Jc, Inc. Employee Stock Ownership Plan | Campbell Construction Jc, Inc. | $773,000 | 2023 |
| Amswfl, Inc. 401(K) Plan | Amswfl, Inc. | $655,983 | 2023 |
| Good Vibes Inc. 401(K) Plan | Good Vibes Inc. | $0 | 2023 |
| Cib Wire & Iron Works, LLC Group Vision Plan | Cib Wire & Iron Works, LLC | not reported in the loaded dataset | 2023 |
| Instrument Development Company Group Life Insurance Plan | Instrument Development Company | not reported in the loaded dataset | 2023 |
| Tcp And Max Wrap Plan | Triple Crown Products | not reported in the loaded dataset | 2023 |
| Cib Wire & Iron Works, LLC Group Dental Plan | Cib Wire & Iron Works, LLC | not reported in the loaded dataset | 2023 |
| Badger Color Concentrates Inc Welfare Benefit Plan | Badger Color Concentrates Inc | not reported in the loaded dataset | 2023 |
| Cib Wire & Iron Works, LLC Group Health Plan | Cib Wire & Iron Works, LLC | not reported in the loaded dataset | 2023 |
| Gs Global Resources, Inc. Health And Welfare Plan | Gs Global Resources, Inc. | not reported in the loaded dataset | 2023 |
| Citizens Bank Employee Benefits Plan | Citizens Bank | not reported in the loaded dataset | 2023 |
Largest plans in Mukwonago → · Mukwonago plans by participants → · Mukwonago plans with financial data → · Mukwonago plans with provider compensation → · $1B+ plans in Mukwonago →
Related Form 5500 pages
- All WI Form 5500 filings
- Gs Global Resources, Inc. 401(K) Savings Plan (plan 001)
- Gs Global Resources, Inc. — all reported plans
- Citizens Bank 401k Mukwonago, Wi (plan 003)
- Citizens Bank — all reported plans
- Norris, Inc. Pension Plan (plan 001)
- Norris, Inc. — all reported plans
- C.I. Banker Wire And Iron Works, Inc. 401(K) Plan (plan 001)
- C.I. Banker Wire And Iron Works, Inc — all reported plans
- Instrument Development Corp. 401(K) Profit Sharing Plan (plan 001)
- Instrument Development Co., LLC — all reported plans
- Citizens Bank Employee Stock Ownership Plan (plan 002)
- Badger Color Concentrates 401(K) Plan & Trust (plan 001)
- Badger Color Concentrates, Inc. — all reported plans
- Bwi Holding Company 401(K) Plan (plan 001)
- Bwi Holding Company — all reported plans
- Campbell Construction Jc, Inc. Employee Stock Ownership Plan (plan 001)
- Campbell Construction Jc, Inc. — all reported plans
- Amswfl, Inc. 401(K) Plan (plan 001)
- Amswfl, Inc. — all reported plans
- Good Vibes Inc. 401(K) Plan (plan 001)
- Good Vibes Inc. — all reported plans
- Cib Wire & Iron Works, LLC Group Vision Plan (plan 503)
- Instrument Development Company Group Life Insurance Plan (plan 505)
- Tcp And Max Wrap Plan (plan 501)
- Triple Crown Products — all reported plans
- Cib Wire & Iron Works, LLC Group Dental Plan (plan 502)
- Methodology
- Data sources