Portage, 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, Portage, WI has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $40,336,303 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $40,336,303
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $40,336,303
Contributions & income
- Employer contributions
- $1,458,790
- Participant contributions
- $2,682,340
- Total income / additions
- $10,125,758
Expenses & distributions
- Benefits paid / distributions
- $3,118,957
- Total expenses
- $3,191,472
- Net increase / (decrease)
- $6,934,286
Coverage
- Total reported participants
- 3,526
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portage, 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 |
|---|---|---|---|
| Trienda Holdings, LLC 401(K) Plan | Trienda Holdings, LLC | $33,600,748 | 2023 |
| Fsi, Inc. 401(K) & Profit Sharing Plan | Fsi, Inc. | $6,735,555 | 2023 |
| Fsi, Inc. Group Dental And Vision Plan | Fsi, Inc. | not reported in the loaded dataset | 2023 |
| Trienda Holdings Group Benefit Plan | Trienda Holdings, LLC | not reported in the loaded dataset | 2023 |
| Morski Brands, Inc. Dba Dawn'S Foods Wrap Plan | Morski Brands, Inc. Dba Dawns Foods | not reported in the loaded dataset | 2023 |
| Fsi, Inc. Group Life And Disability Plan | Fsi, Inc. | not reported in the loaded dataset | 2023 |
| Fsi, Inc. Group Health Plan | Fsi Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Portage → · Portage plans by participants → · Portage plans with financial data → · Portage plans with provider compensation → · $1B+ plans in Portage →
Related Form 5500 pages
- All WI Form 5500 filings
- Trienda Holdings, LLC 401(K) Plan (plan 001)
- Trienda Holdings, LLC — all reported plans
- Fsi, Inc. 401(K) & Profit Sharing Plan (plan 001)
- Fsi, Inc. — all reported plans
- Fsi, Inc. Group Dental And Vision Plan (plan 502)
- Trienda Holdings Group Benefit Plan (plan 501)
- Morski Brands, Inc. Dba Dawn'S Foods Wrap Plan (plan 504)
- Morski Brands, Inc. Dba Dawns Foods — all reported plans
- Fsi, Inc. Group Life And Disability Plan (plan 503)
- Fsi, Inc. Group Health Plan (plan 501)
- Methodology
- Data sources