Plymouth, 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, Plymouth, WI has 16 loaded benefit plan(s) reported by 9 plan sponsor(s), with $830,352,851 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $830,352,851
- Total reported liabilities (EOY)
- $20,510,480
- Total reported net assets (EOY)
- $809,842,371
Contributions & income
- Employer contributions
- $29,934,372
- Participant contributions
- $29,979,371
- Total income / additions
- $196,589,398
Expenses & distributions
- Benefits paid / distributions
- $66,534,159
- Total expenses
- $67,444,587
- Net increase / (decrease)
- $129,144,811
Coverage
- Total reported participants
- 12,514
- Plans with financial statements
- 9
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Plymouth, 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 |
|---|---|---|---|
| Sargento Profit Sharing And Retirement Plan | Sargento Foods Inc. | $585,296,670 | 2023 |
| Masters Gallery Foods, Inc. Retirement Savings Plan | Masters Gallery Foods, Inc. | $70,308,962 | 2023 |
| Van Horn Automotive Group, Inc. Employee Stock Ownership Plan | Van Horn Automotive Group, Inc. | $57,466,782 | 2023 |
| Lakeland University Retirement Plan 403(B) | Lakeland University | $55,034,489 | 2023 |
| Sartori Company Retirement Savings Plan | Sartori Company | $37,067,485 | 2023 |
| Van Horn Automotive Group 401(K) Plan | Van Horn Automotive Group, Inc. | $22,355,080 | 2023 |
| Mike Burkart Ford-Mercury, Inc. Salary Deferral 401(K) Profit Sharing Plan | Mike Burkart Ford Mercury, Inc. | $1,435,163 | 2023 |
| Trunorth Components, Inc. Pension Transfer Trust Plan | Trunorth Components, Inc. | $1,322,882 | 2023 |
| Sara Kregel Incorporated Retirement Plan | Sara Kregel Incorporated | $65,338 | 2023 |
| Masters Gallery Foods, Inc Flexible Compensation Plan | Masters Gallery Foods, Inc | not reported in the loaded dataset | 2023 |
| Plymouth Foam, LLC Employee Health And Welfare Benefit Plan | Plymouth Foam, LLC | not reported in the loaded dataset | 2023 |
| Masters Gallery Foods, Inc. Employee Benefits Plan | Masters Gallery Foods, Inc. | not reported in the loaded dataset | 2023 |
| Sargento Foods Inc. Welfare Benefits Plan | Sargento Foods Inc. | not reported in the loaded dataset | 2023 |
| Van Horn Automotive Group Comprehensive Health And Welfare Benefits Plan | Van Horn Automotive Group, Inc. | not reported in the loaded dataset | 2023 |
| Lakeland College Employee Cafeteria Plan Section 125 | Lakeland University | not reported in the loaded dataset | 2023 |
| Sartori Company Employee Benefit Plan | Sartori Company | not reported in the loaded dataset | 2023 |
Largest plans in Plymouth → · Plymouth plans by participants → · Plymouth plans with financial data → · Plymouth plans with provider compensation → · $1B+ plans in Plymouth →
Related Form 5500 pages
- All WI Form 5500 filings
- Sargento Profit Sharing And Retirement Plan (plan 002)
- Sargento Foods Inc. — all reported plans
- Masters Gallery Foods, Inc. Retirement Savings Plan (plan 001)
- Masters Gallery Foods, Inc. — all reported plans
- Van Horn Automotive Group, Inc. Employee Stock Ownership Plan (plan 002)
- Van Horn Automotive Group, Inc. — all reported plans
- Lakeland University Retirement Plan 403(B) (plan 001)
- Lakeland University — all reported plans
- Sartori Company Retirement Savings Plan (plan 002)
- Sartori Company — all reported plans
- Van Horn Automotive Group 401(K) Plan (plan 001)
- Mike Burkart Ford-Mercury, Inc. Salary Deferral 401(K) Profit Sharing Plan (plan 003)
- Mike Burkart Ford Mercury, Inc. — all reported plans
- Trunorth Components, Inc. Pension Transfer Trust Plan (plan 001)
- Trunorth Components, Inc. — all reported plans
- Sara Kregel Incorporated Retirement Plan (plan 001)
- Sara Kregel Incorporated — all reported plans
- Masters Gallery Foods, Inc Flexible Compensation Plan (plan 505)
- Plymouth Foam, LLC Employee Health And Welfare Benefit Plan (plan 502)
- Plymouth Foam, LLC — all reported plans
- Masters Gallery Foods, Inc. Employee Benefits Plan (plan 502)
- Sargento Foods Inc. Welfare Benefits Plan (plan 501)
- Van Horn Automotive Group Comprehensive Health And Welfare Benefits Plan (plan 510)
- Lakeland College Employee Cafeteria Plan Section 125 (plan 502)
- Methodology
- Data sources