Platteville, 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, Platteville, WI has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $56,752,680 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $56,752,680
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $56,752,680
Contributions & income
- Employer contributions
- $1,911,820
- Participant contributions
- $3,605,276
- Total income / additions
- $24,402,065
Expenses & distributions
- Benefits paid / distributions
- $14,832,126
- Total expenses
- $14,941,844
- Net increase / (decrease)
- $9,460,221
Coverage
- Total reported participants
- 2,434
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Platteville, 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 |
|---|---|---|---|
| Southwest Health Center, Inc. 403(B) Tsa Plan | Southwest Health Center, Inc. | $41,916,578 | 2023 |
| Platteville Vet. Clinic Llp 401(K) Safe Harbor | Platteville Veterinary Clinic Llp | $6,841,696 | 2023 |
| Clare Bank, Na 401(K) Profit Sharing Plan | Clare Bank, Na | $4,458,451 | 2023 |
| Cushman Enterprises Inc Dba Scott Implement Profit Sharing Plan And Trust | Cushman Enterprises Inc | $2,360,622 | 2023 |
| Chiropractic Associates Of Platteville LLC 401(K) Plan | Chiropractic Associates Of Platteville, LLC | $1,175,333 | 2023 |
| Southwest Health Center, Inc. Savings Plan | Southwest Health Center, Inc. | $0 | 2023 |
| Southwest Health Center Medical Plan | Southwest Health Center Inc | not reported in the loaded dataset | 2023 |
| Southwest Health Center Life Insurance Plan | Southwest Health Center Inc | not reported in the loaded dataset | 2023 |
| Southwest Health Center Dental Insurance Plan | Southwest Health Center Inc | not reported in the loaded dataset | 2023 |
Largest plans in Platteville → · Platteville plans by participants → · Platteville plans with financial data → · Platteville plans with provider compensation → · $1B+ plans in Platteville →
Related Form 5500 pages
- All WI Form 5500 filings
- Southwest Health Center, Inc. 403(B) Tsa Plan (plan 002)
- Southwest Health Center, Inc. — all reported plans
- Platteville Vet. Clinic Llp 401(K) Safe Harbor (plan 001)
- Platteville Veterinary Clinic Llp — all reported plans
- Clare Bank, Na 401(K) Profit Sharing Plan (plan 002)
- Clare Bank, Na — all reported plans
- Cushman Enterprises Inc Dba Scott Implement Profit Sharing Plan And Trust (plan 001)
- Cushman Enterprises Inc — all reported plans
- Chiropractic Associates Of Platteville LLC 401(K) Plan (plan 001)
- Chiropractic Associates Of Platteville, LLC — all reported plans
- Southwest Health Center, Inc. Savings Plan (plan 001)
- Southwest Health Center Medical Plan (plan 507)
- Southwest Health Center Life Insurance Plan (plan 508)
- Southwest Health Center Dental Insurance Plan (plan 501)
- Methodology
- Data sources