Richfield, 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, Richfield, WI has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $61,584,761 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$61,584,761
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$62,877,060

Contributions & income

Employer contributions
$2,508,419
Participant contributions
$2,742,765
Total income / additions
$14,696,226

Expenses & distributions

Benefits paid / distributions
$7,557,170
Total expenses
$7,776,311
Net increase / (decrease)
$6,919,915

Coverage

Total reported participants
1,422
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Richfield, 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

Largest loaded plans in Richfield, WI
PlanSponsorReported assets (EOY)Year
Strohwig Industries, Inc. 401(K) Savings PlanStrohwig Industries, Inc.$24,175,0282023
Server Products, Inc. Employees 401(K) Retirement PlanServer Products, Inc.$18,383,2472023
Dcj Employee Savings PlanDielectric Manufacturing$15,051,8572023
Mcrae'S U.S. Mail Service, Inc. 401(K) PlanMcraes U.S. Mail Service, Inc.$3,414,9682023
Delta T Systems, Inc. 401(K) PlanDelta T Systems, Inc.$512,3462023
Banner Welder Esop TrustBanner Welder Esop Trust$47,3152023
Dielectric Mfg Employee Life PlanDielectric Manufacturingnot reported in the loaded dataset2023
Strohwig Industries Group Health, Life And StdStrohwig Industries, Inc.not reported in the loaded dataset2023
Strohwig Industries DentalStrohwig Industries, Inc.not reported in the loaded dataset2023
Server Products Inc Benefit PlanServer Productsnot reported in the loaded dataset2023

Related Form 5500 pages