Sparta, 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, Sparta, WI has 16 loaded benefit plan(s) reported by 6 plan sponsor(s), with $84,183,333 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $84,183,333
- Total reported liabilities (EOY)
- $10,128
- Total reported net assets (EOY)
- $84,173,205
Contributions & income
- Employer contributions
- $1,600,022
- Participant contributions
- $3,441,238
- Total income / additions
- $16,369,738
Expenses & distributions
- Benefits paid / distributions
- $8,808,809
- Total expenses
- $9,139,378
- Net increase / (decrease)
- $7,230,360
Coverage
- Total reported participants
- 3,933
- Plans with financial statements
- 8
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sparta, 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 |
|---|---|---|---|
| Mathews Archery, Inc. 401(K) Plan | Mathews Archery, Inc. | $31,728,614 | 2023 |
| Northern Engraving Corporation Salaried Savings Plus Plan | Northern Engraving Corporation | $27,212,585 | 2023 |
| Northern Engraving Corporation Savings Plus Plan | Northern Engraving Corporation | $9,695,149 | 2023 |
| Multistack, LLC 401(K) Plan | Multistack, LLC | $6,568,014 | 2023 |
| Nbhx Trim Usa Corporation 401(K) Plan | Northern Engraving Corporation | $4,790,189 | 2023 |
| Morrow Memorial Home For The Aged 401(K) & Profit Sharing Plan | Morrow Memorial Home | $4,096,474 | 2023 |
| Gdld, Inc. 401k Profit Sharing Plan | Gdld, Inc. | $92,308 | 2023 |
| Jccs Enterprise Retirement Plan | Jccs Enterprise, Inc. | $0 | 2023 |
| Morrow Memorial Home For The Aged, Inc. | Morrow Memorial Home For The Aged, Inc. | not reported in the loaded dataset | 2023 |
| Northern Engraving Corporation Dental Plan | Northern Engraving Corporation | not reported in the loaded dataset | 2023 |
| Northern Employee Benefit Plan | Northern Engraving Corporation | not reported in the loaded dataset | 2023 |
| Northern Engraving Corporation Vision Plan | Northern Engraving Corporation | not reported in the loaded dataset | 2023 |
| Northern Engraving Corporation Group Life & Disability Plan | Northern Engraving Corporation | not reported in the loaded dataset | 2023 |
| The Multistack, LLC Employee Benefits Plan | Multistack, LLC | not reported in the loaded dataset | 2023 |
| Northern Engraving Corporation Hourly Group Life & Disability Plan | Northern Engraving Corporation | not reported in the loaded dataset | 2023 |
| Mathews Archery, Inc. Wrap Plan | Mathews Archery, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sparta → · Sparta plans by participants → · Sparta plans with financial data → · Sparta plans with provider compensation → · $1B+ plans in Sparta →
Related Form 5500 pages
- All WI Form 5500 filings
- Mathews Archery, Inc. 401(K) Plan (plan 001)
- Mathews Archery, Inc. — all reported plans
- Northern Engraving Corporation Salaried Savings Plus Plan (plan 007)
- Northern Engraving Corporation — all reported plans
- Northern Engraving Corporation Savings Plus Plan (plan 100)
- Multistack, LLC 401(K) Plan (plan 001)
- Multistack, LLC — all reported plans
- Nbhx Trim Usa Corporation 401(K) Plan (plan 001)
- Morrow Memorial Home For The Aged 401(K) & Profit Sharing Plan (plan 001)
- Morrow Memorial Home — all reported plans
- Gdld, Inc. 401k Profit Sharing Plan (plan 001)
- Gdld, Inc. — all reported plans
- Jccs Enterprise Retirement Plan (plan 001)
- Jccs Enterprise, Inc. — all reported plans
- Morrow Memorial Home For The Aged, Inc. (plan 002)
- Northern Engraving Corporation Dental Plan (plan 501)
- Northern Employee Benefit Plan (plan 502)
- Northern Engraving Corporation Vision Plan (plan 503)
- Northern Engraving Corporation Group Life & Disability Plan (plan 777)
- The Multistack, LLC Employee Benefits Plan (plan 501)
- Northern Engraving Corporation Hourly Group Life & Disability Plan (plan 778)
- Methodology
- Data sources