Somerset, 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, Somerset, WI has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $88,593,866 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $88,593,866
- Total reported liabilities (EOY)
- $44,044,064
- Total reported net assets (EOY)
- $44,549,802
Contributions & income
- Employer contributions
- $5,214,174
- Participant contributions
- $5,085,618
- Total income / additions
- $28,864,855
Expenses & distributions
- Benefits paid / distributions
- $5,022,911
- Total expenses
- $7,210,556
- Net increase / (decrease)
- $21,654,299
Coverage
- Total reported participants
- 3,548
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Somerset, 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 |
|---|---|---|---|
| Smc Retirement Plan | Smc, Ltd. | $66,635,487 | 2023 |
| Schwing Bioset, Inc 401(K) Salary Savings Plan | Schwing Bioset, Inc. | $15,056,519 | 2023 |
| Action Battery Employee Stock Ownership Plan | Action Battery Wholesalers, Inc. | $6,750,125 | 2023 |
| Evolve Companies, Inc. 401k Profit Sharing Plan | Evolve Companies, Inc. | $151,735 | 2023 |
| Scientific Molding Corporation, Ltd Health And Welfare Benefit Plan | Scientific Molding Corporation Ltd | not reported in the loaded dataset | 2023 |
| Bigbadtoystore Health And Welfare Benefit Plan | Bigbadtoystore, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Somerset → · Somerset plans by participants → · Somerset plans with financial data → · Somerset plans with provider compensation → · $1B+ plans in Somerset →
Related Form 5500 pages
- All WI Form 5500 filings
- Smc Retirement Plan (plan 001)
- Smc, Ltd. — all reported plans
- Schwing Bioset, Inc 401(K) Salary Savings Plan (plan 001)
- Schwing Bioset, Inc. — all reported plans
- Action Battery Employee Stock Ownership Plan (plan 002)
- Action Battery Wholesalers, Inc. — all reported plans
- Evolve Companies, Inc. 401k Profit Sharing Plan (plan 001)
- Evolve Companies, Inc. — all reported plans
- Scientific Molding Corporation, Ltd Health And Welfare Benefit Plan (plan 520)
- Bigbadtoystore Health And Welfare Benefit Plan (plan 501)
- Bigbadtoystore, Inc. — all reported plans
- Methodology
- Data sources