West Milwaukee, 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, West Milwaukee, WI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $21,481,842 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,481,842
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,481,842
Contributions & income
- Employer contributions
- $475,676
- Participant contributions
- $928,742
- Total income / additions
- $4,332,423
Expenses & distributions
- Benefits paid / distributions
- $1,621,195
- Total expenses
- $1,673,231
- Net increase / (decrease)
- $2,659,192
Coverage
- Total reported participants
- 526
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Milwaukee, 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 |
|---|---|---|---|
| Lakeside Manufacturing Retirement Plan | Lakeside Manufacturing, Inc. | $11,486,889 | 2023 |
| Hunger Task Force Employees' Retirement Plan | Hunger Task Force, Inc. | $6,704,592 | 2023 |
| Lakeside Manufacturing, Inc. Employees' Pension Plan | Lakeside Manufacturing, Inc | $3,290,361 | 2023 |
| Lakeside Manufacturing, Inc. Welfare Benefit Plan | Lakeside Manufacturing, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in West Milwaukee → · West Milwaukee plans by participants → · West Milwaukee plans with financial data → · West Milwaukee plans with provider compensation → · $1B+ plans in West Milwaukee →
Related Form 5500 pages
- All WI Form 5500 filings
- Lakeside Manufacturing Retirement Plan (plan 001)
- Lakeside Manufacturing, Inc. — all reported plans
- Hunger Task Force Employees' Retirement Plan (plan 001)
- Hunger Task Force, Inc. — all reported plans
- Lakeside Manufacturing, Inc. Employees' Pension Plan (plan 002)
- Lakeside Manufacturing, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources