Verona, 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, Verona, WI has 24 loaded benefit plan(s) reported by 14 plan sponsor(s), with $2,825,386,296 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,825,386,296
Total reported liabilities (EOY)
$98,044,807
Total reported net assets (EOY)
$2,727,341,489

Contributions & income

Employer contributions
$71,590,887
Participant contributions
$205,130,771
Total income / additions
$700,036,078

Expenses & distributions

Benefits paid / distributions
$65,115,853
Total expenses
$68,972,940
Net increase / (decrease)
$631,063,138

Coverage

Total reported participants
42,017
Plans with financial statements
14
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Verona, 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 Verona, WI
PlanSponsorReported assets (EOY)Year
Epic Systems Corporation 401(K) PlanEpic Systems Corporation$2,292,463,5632023
Extreme Engineering Solutions, Inc. Employee Stock Ownership PlanExtreme Engineering Solutions, Inc.$222,367,9732023
Cmg, Inc.Cmg, Inc.$143,390,9342023
Extreme Engineering Solutions, Inc. 401(K) PlanExtreme Engineering Solutions, Inc.$48,048,3892023
Coating Place, Inc. Profit Sharing & 401(K) PlanCoating Place, Inc.$27,576,5092023
The Employer Group Retirement Savings PlanThe Employer Group, Inc.$25,219,9402023
Engineering Industries, Inc. Employee Stock Ownership PlanEngineering Industries, Inc.$18,899,9182023
Cleary Employees Savings And Retirement PlanCleary Building Corp.$16,336,4342023
Latitude Corp. 401(K) PlanLatitude Corp.$13,721,7482023
Latitude Corp. Employee Stock Ownership PlanLatitude Corp.$12,420,0002023
Miller And Sons, Inc. 401(K) Profit Sharing PlanMiller And Sons, Inc.$4,419,2152023
Carnes Verona Production Employee 401k PlanCarnes Company, Inc$427,7012023
Netsun Gold Corporation 401(K) PlanNetsun Gold Corporation$93,9722023
Scientific Business Advisory Group, Inc. 401(K) PlanScientific Business Advisory Group, Inc.$02023
Employee Benefit PlanEpic Systems Corporationnot reported in the loaded dataset2023
Cleary Building Corporation Employee Benefits PlanCleary Building Corporationnot reported in the loaded dataset2023
Engineering Industries, Inc. Employee Benefits PlanEngineering Industries, Inc.not reported in the loaded dataset2023
The Employer Group Employee Benefits PlanThe Employer Groupnot reported in the loaded dataset2023
Latitude Corp. Benefit PlanLatitude Corp.not reported in the loaded dataset2023
Coating Place, Inc. Wrap PlanCoating Place, Inc.not reported in the loaded dataset2023
Full Compass Systems, Ltd Wrap PlanFull Compass Systems, Ltdnot reported in the loaded dataset2023
Zander Solutions LLC Wrap PlanZander Solutions, LLCnot reported in the loaded dataset2023
Epic Systems Corporation 125 Benefits PlanEpic Systems Corporationnot reported in the loaded dataset2023
Extreme Engineering Solutions, Inc. Employee Benefits PlanExtreme Engineering Solutions, Inc.not reported in the loaded dataset2023

Related Form 5500 pages