Oregon, 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, Oregon, WI has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $61,110,591 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $61,110,591
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $61,110,591
Contributions & income
- Employer contributions
- $2,300,110
- Participant contributions
- $4,167,018
- Total income / additions
- $15,208,049
Expenses & distributions
- Benefits paid / distributions
- $2,467,161
- Total expenses
- $2,666,534
- Net increase / (decrease)
- $12,541,515
Coverage
- Total reported participants
- 2,031
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oregon, 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 |
|---|---|---|---|
| Gorman 401(K) Plan | Gorman & Company, LLC | $29,899,187 | 2023 |
| Wisco Industries Profit Sharing Plan | Wisco Industries, Inc. | $15,838,750 | 2023 |
| Trachte, LLC 401(K) Plan | Trachte, LLC | $15,196,855 | 2023 |
| Neeny Holdings, Inc. 401(K) Profit Sharing Plan | Neeny Holdings, Inc. | $175,799 | 2023 |
| Trachte, LLC Wrap Plan | Trachte, LLC | not reported in the loaded dataset | 2023 |
| One Community Bank Wrap Plan | One Community Bank | not reported in the loaded dataset | 2023 |
| Thysse Printing Service, Inc. Wrap Plan | Thysse Printing Service, Inc. | not reported in the loaded dataset | 2023 |
| Gorman & Company, LLC Health And Welfare Plans | Gorman & Company, LLC | not reported in the loaded dataset | 2023 |
| Wisco Industries, Inc. Health Care Plan | Wisco Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Oregon → · Oregon plans by participants → · Oregon plans with financial data → · Oregon plans with provider compensation → · $1B+ plans in Oregon →
Related Form 5500 pages
- All WI Form 5500 filings
- Gorman 401(K) Plan (plan 001)
- Gorman & Company, LLC — all reported plans
- Wisco Industries Profit Sharing Plan (plan 001)
- Wisco Industries, Inc. — all reported plans
- Trachte, LLC 401(K) Plan (plan 001)
- Trachte, LLC — all reported plans
- Neeny Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Neeny Holdings, Inc. — all reported plans
- Trachte, LLC Wrap Plan (plan 504)
- One Community Bank Wrap Plan (plan 502)
- One Community Bank — all reported plans
- Thysse Printing Service, Inc. Wrap Plan (plan 501)
- Thysse Printing Service, Inc. — all reported plans
- Gorman & Company, LLC Health And Welfare Plans (plan 505)
- Wisco Industries, Inc. Health Care Plan (plan 501)
- Methodology
- Data sources