Waterloo, 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, Waterloo, WI has 11 loaded benefit plan(s) reported by 5 plan sponsor(s), with $452,501,380 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $452,501,380
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $452,501,380
Contributions & income
- Employer contributions
- $7,212,733
- Participant contributions
- $15,063,221
- Total income / additions
- $44,146,029
Expenses & distributions
- Benefits paid / distributions
- $40,386,361
- Total expenses
- $40,892,745
- Net increase / (decrease)
- $3,253,284
Coverage
- Total reported participants
- 16,151
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waterloo, 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 |
|---|---|---|---|
| Trek Bicycle Corporation 401(K) Plan | Trek Bicycle Corporation | $218,328,738 | 2023 |
| Trek Bicycle Corporation Employee Stock Ownership Plan | Trek Bicycle Corporation | $194,298,246 | 2023 |
| Mckay Nursery Employee Stock Ownership Plan | Mckay Nursery Company | $25,995,963 | 2023 |
| Farmers & Merchants State Bank Savings Plan | Farmers & Merchants State Bank | $6,510,187 | 2023 |
| Sussek Machine Company Plant Employee Savings Plan | Sussek Machine Company, LLC | $4,182,782 | 2023 |
| Mckay Nursery Company 401(K) Profit Sharing Plan | Mckay Nursery Company | $1,866,946 | 2023 |
| Lacrosse Pr, Inc. Retirement Plan | Lacrosse Pr, Inc. | $1,318,518 | 2023 |
| Trek Bicycle Corporation Group Life And Disability Plan | Trek Bicycle Corporation | not reported in the loaded dataset | 2023 |
| Trek Bicycle Corporation Group Dental Plan | Trek Bicycle Corporation | not reported in the loaded dataset | 2023 |
| Trek Bicycle Corporation Group Accident And Hospital Indemnity | Trek Bicycle Corporation | not reported in the loaded dataset | 2023 |
| Trek Bicycle Corporation, Its Subsidiaries And Associated Companies | Trek Bicycle Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Waterloo → · Waterloo plans by participants → · Waterloo plans with financial data → · Waterloo plans with provider compensation → · $1B+ plans in Waterloo →
Related Form 5500 pages
- All WI Form 5500 filings
- Trek Bicycle Corporation 401(K) Plan (plan 002)
- Trek Bicycle Corporation — all reported plans
- Trek Bicycle Corporation Employee Stock Ownership Plan (plan 001)
- Mckay Nursery Employee Stock Ownership Plan (plan 003)
- Mckay Nursery Company — all reported plans
- Farmers & Merchants State Bank Savings Plan (plan 002)
- Farmers & Merchants State Bank — all reported plans
- Sussek Machine Company Plant Employee Savings Plan (plan 003)
- Sussek Machine Company, LLC — all reported plans
- Mckay Nursery Company 401(K) Profit Sharing Plan (plan 004)
- Lacrosse Pr, Inc. Retirement Plan (plan 001)
- Lacrosse Pr, Inc. — all reported plans
- Trek Bicycle Corporation Group Life And Disability Plan (plan 503)
- Trek Bicycle Corporation Group Dental Plan (plan 505)
- Trek Bicycle Corporation Group Accident And Hospital Indemnity (plan 502)
- Trek Bicycle Corporation, Its Subsidiaries And Associated Companies (plan 501)
- Methodology
- Data sources