Sun Prairie, 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, Sun Prairie, WI has 32 loaded benefit plan(s) reported by 21 plan sponsor(s), with $1,467,644,264 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,467,644,264
- Total reported liabilities (EOY)
- $40,609,675
- Total reported net assets (EOY)
- $1,427,034,110
Contributions & income
- Employer contributions
- $33,754,186
- Participant contributions
- $40,279,927
- Total income / additions
- $316,728,352
Expenses & distributions
- Benefits paid / distributions
- $127,904,020
- Total expenses
- $130,840,420
- Net increase / (decrease)
- $185,887,932
Coverage
- Total reported participants
- 12,549
- Plans with financial statements
- 19
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sun Prairie, 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 |
|---|---|---|---|
| Qbe 401(K) Savings Plan | Qbe Holdings, Inc. | $730,533,258 | 2023 |
| Trachte Building Systems Employee Stock Ownership Plan | Trachte Building Systems, Inc. | $331,023,295 | 2023 |
| Qbe Pension Equity Plan | Qbe Holdings, Inc. | $153,110,361 | 2023 |
| Msa Professional Services, Inc. Savings Plan | Msa Professional Services, Inc. | $81,037,639 | 2023 |
| Mounds East, Inc. Employee Stock Ownership Plan | Mounds East, Inc. | $39,688,819 | 2023 |
| Wdi, LLC 401(K) Plan | Wdi, LLC | $27,278,800 | 2023 |
| Palmer Johnson Incentive Savings Plan | Palmer Johnson Enterprises, Inc. | $20,576,208 | 2023 |
| Sani-Matic, Inc. Retirement Savings Plan | Sani-Matic, Inc. | $18,840,655 | 2023 |
| Independent Pharmacy Cooperative Retirement Savings Plan | Independent Pharmacy Cooperative | $18,455,246 | 2023 |
| Royle Printing Co. Profit Sharing Plan | Royle Printing Company | $18,035,386 | 2023 |
| Hallman/Lindsay Paints, Inc. 401(K) Profit Sharing Plan | Hallman/Lindsay Paints, Inc. | $15,593,081 | 2023 |
| Bank Of Sun Prairie Profit Sharing Plan | Bank Of Sun Prairie | $4,772,872 | 2023 |
| Bank Of Sun Prairie Employee Stock Ownership Plan | Bosp Bancshares, Inc. | $3,068,127 | 2023 |
| Capitol Mechanical, Inc. Employee Stock Ownership Plan | Capitol Mechanical, Inc. | $2,489,893 | 2023 |
| Weyauwega Cheese, LLC 401(K) Plan | Weyauwega Cheese, LLC | $1,991,646 | 2023 |
| Midwest Certified Training, Inc. 401(K) Plan | Midwest Certified Training, Inc. | $796,474 | 2023 |
| Dane Fleet Services Inc. Retirement Plan | Dane Fleet Services Inc. | $352,025 | 2023 |
| Clean Life, Inc. 401(K) Profit Sharing Plan | Clean Life, Inc. | $479 | 2023 |
| Axim Geospatial Retirement Plan | Axim Geospatial, LLC | $0 | 2023 |
| Didion Milling, Inc. Vision Plan | Didion Milling, Inc. | not reported in the loaded dataset | 2023 |
| Didion Milling, Inc. Life And Disability | Didion Milling, Inc. | not reported in the loaded dataset | 2023 |
| Royle Printing Company Employee Benefits Plan | Royle Printing Company | not reported in the loaded dataset | 2023 |
| Axim Geospatial Lcc Employee Benefits Plan | Axim Geospatial, LLC | not reported in the loaded dataset | 2023 |
| Didion Milling, Inc. Dental Plan | Didion Milling, Inc. | not reported in the loaded dataset | 2023 |
| Sani-Matic, Inc. Health & Welfare Plan | Sani-Matic, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sun Prairie → · Sun Prairie plans by participants → · Sun Prairie plans with financial data → · Sun Prairie plans with provider compensation → · $1B+ plans in Sun Prairie →
Related Form 5500 pages
- All WI Form 5500 filings
- Qbe 401(K) Savings Plan (plan 002)
- Qbe Holdings, Inc. — all reported plans
- Trachte Building Systems Employee Stock Ownership Plan (plan 004)
- Trachte Building Systems, Inc. — all reported plans
- Qbe Pension Equity Plan (plan 001)
- Msa Professional Services, Inc. Savings Plan (plan 001)
- Msa Professional Services, Inc. — all reported plans
- Mounds East, Inc. Employee Stock Ownership Plan (plan 002)
- Mounds East, Inc. — all reported plans
- Wdi, LLC 401(K) Plan (plan 001)
- Wdi, LLC — all reported plans
- Palmer Johnson Incentive Savings Plan (plan 002)
- Palmer Johnson Enterprises, Inc. — all reported plans
- Sani-Matic, Inc. Retirement Savings Plan (plan 007)
- Sani-Matic, Inc. — all reported plans
- Independent Pharmacy Cooperative Retirement Savings Plan (plan 001)
- Independent Pharmacy Cooperative — all reported plans
- Royle Printing Co. Profit Sharing Plan (plan 001)
- Royle Printing Company — all reported plans
- Hallman/Lindsay Paints, Inc. 401(K) Profit Sharing Plan (plan 001)
- Hallman/Lindsay Paints, Inc. — all reported plans
- Bank Of Sun Prairie Profit Sharing Plan (plan 002)
- Bank Of Sun Prairie — all reported plans
- Bank Of Sun Prairie Employee Stock Ownership Plan (plan 003)
- Bosp Bancshares, Inc. — all reported plans
- Capitol Mechanical, Inc. Employee Stock Ownership Plan (plan 002)
- Capitol Mechanical, Inc. — all reported plans
- Weyauwega Cheese, LLC 401(K) Plan (plan 001)
- Weyauwega Cheese, LLC — all reported plans
- Methodology
- Data sources