Stoughton, 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, Stoughton, WI has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $165,144,067 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $165,144,067
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $165,144,067
Contributions & income
- Employer contributions
- $4,228,799
- Participant contributions
- $11,937,212
- Total income / additions
- $43,011,364
Expenses & distributions
- Benefits paid / distributions
- $19,855,845
- Total expenses
- $20,263,498
- Net increase / (decrease)
- $22,747,866
Coverage
- Total reported participants
- 7,382
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stoughton, 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 |
|---|---|---|---|
| Nelson Global Products 401(K) Plan | Nelson Global Products Inc. | $55,606,250 | 2023 |
| Sti Holdings, Inc. 401(K) Plan | Sti Holdings, Inc. | $38,016,056 | 2023 |
| Stoughton Hospital Association Tax Deferred Annuity 403(B) Plan | Stoughton Hospital Association | $32,056,734 | 2023 |
| Emmi Roth Usa 401(K) Plan | Emmi Roth Usa, Inc. | $25,497,861 | 2023 |
| Edge One 401(K) Savings Plan | Edge One, LLC | $7,645,484 | 2023 |
| Stoughton Lumber Employee 401(K) Profit Sharing Plan | Stoughton Lumber | $3,188,157 | 2023 |
| Zalk Josephs Fabricators, L.L.C. 401(K) Plan For Employees Of Local Union No. 665 Of International Association Of Ironworkers | Zalk Josephs Fabricators, L.L.C. | $3,133,525 | 2023 |
| Edge One, Inc. Life And Disability Plan | Edge One, Inc. | not reported in the loaded dataset | 2023 |
| Stoughton Hospital Association Group Health And Welfare Wrap Plan | Stoughton Hospital Association | not reported in the loaded dataset | 2023 |
| Nelson Global Products, Inc. Health Plan | Nelson Global Products, Inc. | not reported in the loaded dataset | 2023 |
| Sti Holdings, Inc Health And Welfare Benefit Plan | Sti Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Emmi Roth Usa, Inc. Employees Group Benefits Program | Emmi Roth Usa, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Stoughton → · Stoughton plans by participants → · Stoughton plans with financial data → · Stoughton plans with provider compensation → · $1B+ plans in Stoughton →
Related Form 5500 pages
- All WI Form 5500 filings
- Nelson Global Products 401(K) Plan (plan 001)
- Nelson Global Products Inc. — all reported plans
- Sti Holdings, Inc. 401(K) Plan (plan 004)
- Sti Holdings, Inc. — all reported plans
- Stoughton Hospital Association Tax Deferred Annuity 403(B) Plan (plan 002)
- Stoughton Hospital Association — all reported plans
- Emmi Roth Usa 401(K) Plan (plan 001)
- Emmi Roth Usa, Inc. — all reported plans
- Edge One 401(K) Savings Plan (plan 001)
- Edge One, LLC — all reported plans
- Stoughton Lumber Employee 401(K) Profit Sharing Plan (plan 001)
- Stoughton Lumber — all reported plans
- Zalk Josephs Fabricators, L.L.C. 401(K) Plan For Employees Of Local Union No. 665 Of International Association Of Ironworkers (plan 002)
- Zalk Josephs Fabricators, L.L.C. — all reported plans
- Edge One, Inc. Life And Disability Plan (plan 502)
- Stoughton Hospital Association Group Health And Welfare Wrap Plan (plan 510)
- Nelson Global Products, Inc. Health Plan (plan 501)
- Sti Holdings, Inc Health And Welfare Benefit Plan (plan 501)
- Emmi Roth Usa, Inc. Employees Group Benefits Program (plan 501)
- Methodology
- Data sources