Oconomowoc, 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, Oconomowoc, WI has 28 loaded benefit plan(s) reported by 16 plan sponsor(s), with $484,711,528 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $484,711,528
- Total reported liabilities (EOY)
- $90,248,881
- Total reported net assets (EOY)
- $394,448,305
Contributions & income
- Employer contributions
- $17,044,522
- Participant contributions
- $23,647,634
- Total income / additions
- $102,041,976
Expenses & distributions
- Benefits paid / distributions
- $33,263,071
- Total expenses
- $36,661,601
- Net increase / (decrease)
- $65,380,375
Coverage
- Total reported participants
- 17,003
- Plans with financial statements
- 18
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oconomowoc, 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 |
|---|---|---|---|
| Rogers Memorial Hospital, Inc. 401(K) Plan | Rogers Memorial Hospital, Inc | $128,278,325 | 2023 |
| Mypath Employee Stock Ownership Plan | Oconomowoc Residential Programs, Inc. | $100,119,849 | 2023 |
| Sentry Equipment Corp. Employee Stock Ownership Plan | Sentry Equipment Corp. | $48,259,269 | 2023 |
| Mypath 401(K) Retirement Plan | Oconomowoc Residential Programs, Inc. | $34,435,400 | 2023 |
| Bruno Independent Living Aids, Inc. 401(K) Plan And Trust | Bruno Independent Living Aids, Inc. | $33,749,812 | 2023 |
| Ace Precision Machining, LLC 401(K) Profit Sharing Plan | Ace Precision Machining, LLC | $32,771,715 | 2023 |
| Bank Five Nine 401k Plan | Bank Five Nine | $31,797,667 | 2023 |
| Sentry Equipment Corp. 401(K) Plan | Sentry Equipment Corp. | $28,236,170 | 2023 |
| Roehl Corporation Incentive Savings Plan | Roehl Corporation | $22,851,680 | 2023 |
| Lutheran Homes Of Oconomowoc Retirement Plan | Lutheran Homes Of Oconomowoc, Inc. | $14,656,346 | 2023 |
| Mcreps Incorporated 401(K) Profit Sharing Plan & Trust | Mcreps Incorporated | $5,160,062 | 2023 |
| Premold Corp Profit Sharing Plan | Premold Corp | $3,039,995 | 2023 |
| Pantazon Enterprises, Inc. Profit Sharing Plan | Pantazon Enterprises Inc. | $847,387 | 2023 |
| Pii 401k | Peninsula Industries Inc. | $207,571 | 2023 |
| Liquid Libations, Inc. 401(K) Plan | Liquid Libations, Inc. | $148,786 | 2023 |
| Kez Enterprises Retirement Plan | Kez Enterprises Inc | $137,152 | 2023 |
| Kranky'S Investments Corp. 401(K) Plan | Kranky'S Investment Corp. | $14,342 | 2023 |
| Paul And Bonnie Hare, Inc. Profit Sharing Plan | Paul And Bonnie Hare, Inc. | $0 | 2023 |
| Rogers Memorial Hospital, Inc Health And Welfare Plan | Rogers Memorial Hospital, Inc. | not reported in the loaded dataset | 2023 |
| Lutheran Homes Of Oconomowoc, Inc Group Short Term Disability Plan | Lutheran Homes Of Oconomowoc, Inc | not reported in the loaded dataset | 2023 |
| Lutheran Homes Of Oconomowoc, Inc Family Dental Plan | Lutheran Homes Of Oconomowoc, Inc | not reported in the loaded dataset | 2023 |
| Lutheran Homes Of Oconomowoc, Inc Group Term Life Insurance Plan | Lutheran Homes Of Oconomowoc, Inc | not reported in the loaded dataset | 2023 |
| Lutheran Homes Of Oconomowoc, Inc Group Health Plan | Lutheran Homes Of Oconomowoc, Inc | not reported in the loaded dataset | 2023 |
| Sentry Equipment Corporation Consolidated Employee Welfare Benefits Plan | Sentry Equipment Corp. | not reported in the loaded dataset | 2023 |
| Bank Five Nine Employee Benefit Plan | Bank Five Nine | not reported in the loaded dataset | 2023 |
Largest plans in Oconomowoc → · Oconomowoc plans by participants → · Oconomowoc plans with financial data → · Oconomowoc plans with provider compensation → · $1B+ plans in Oconomowoc →
Related Form 5500 pages
- All WI Form 5500 filings
- Rogers Memorial Hospital, Inc. 401(K) Plan (plan 002)
- Rogers Memorial Hospital, Inc — all reported plans
- Mypath Employee Stock Ownership Plan (plan 002)
- Oconomowoc Residential Programs, Inc. — all reported plans
- Sentry Equipment Corp. Employee Stock Ownership Plan (plan 002)
- Sentry Equipment Corp. — all reported plans
- Mypath 401(K) Retirement Plan (plan 001)
- Bruno Independent Living Aids, Inc. 401(K) Plan And Trust (plan 001)
- Bruno Independent Living Aids, Inc. — all reported plans
- Ace Precision Machining, LLC 401(K) Profit Sharing Plan (plan 001)
- Ace Precision Machining, LLC — all reported plans
- Bank Five Nine 401k Plan (plan 002)
- Bank Five Nine — all reported plans
- Sentry Equipment Corp. 401(K) Plan (plan 003)
- Roehl Corporation Incentive Savings Plan (plan 004)
- Roehl Corporation — all reported plans
- Lutheran Homes Of Oconomowoc Retirement Plan (plan 003)
- Lutheran Homes Of Oconomowoc, Inc. — all reported plans
- Mcreps Incorporated 401(K) Profit Sharing Plan & Trust (plan 001)
- Mcreps Incorporated — all reported plans
- Premold Corp Profit Sharing Plan (plan 001)
- Premold Corp — all reported plans
- Pantazon Enterprises, Inc. Profit Sharing Plan (plan 001)
- Pantazon Enterprises Inc. — all reported plans
- Pii 401k (plan 001)
- Peninsula Industries Inc. — all reported plans
- Liquid Libations, Inc. 401(K) Plan (plan 001)
- Liquid Libations, Inc. — all reported plans
- Methodology
- Data sources