Westfield, 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, Westfield, WI has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $119,544,076 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $119,544,076
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $119,544,076
Contributions & income
- Employer contributions
- $15,823,891
- Participant contributions
- $11,588,133
- Total income / additions
- $45,381,856
Expenses & distributions
- Benefits paid / distributions
- $25,223,123
- Total expenses
- $26,336,017
- Net increase / (decrease)
- $19,045,839
Coverage
- Total reported participants
- 6,886
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westfield, 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 |
|---|---|---|---|
| Brakebush Brothers, Inc. Employees Savings & Retirement Plan | Brakebush Brothers, Inc. | $117,722,675 | 2023 |
| Brakebush Brothers, Inc. Welfare Benefits Trust | Brakebush Brothers, Inc. | $1,821,401 | 2023 |
| Brakebush Brothers, Inc. Welfare Benefits Non-Trust Plan | Brakebush Brothers, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Westfield → · Westfield plans by participants → · Westfield plans with financial data → · Westfield plans with provider compensation → · $1B+ plans in Westfield →
Related Form 5500 pages
- All WI Form 5500 filings
- Brakebush Brothers, Inc. Employees Savings & Retirement Plan (plan 002)
- Brakebush Brothers, Inc. — all reported plans
- Brakebush Brothers, Inc. Welfare Benefits Trust (plan 501)
- Brakebush Brothers, Inc. — all reported plans
- Brakebush Brothers, Inc. Welfare Benefits Non-Trust Plan (plan 502)
- Methodology
- Data sources