Foley & Lardner Llp Pension Plan — Form 5500 plan (Foley & Lardner Llp)

Plain-English plan 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, Foley & Lardner Llp Pension Plan is a benefit plan reported by Foley & Lardner Llp under EIN 39-0473800 and plan number 003. The latest loaded filing year is 2023. The filing reports 350 participants and $46,583,229 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46.6MPlan net assets, end of year$46,583,229
Participants350Covered participants reported
Assets / participant$133.1KComputed: assets ÷ participants$133,095 (computed)
Provider compensation$134.8K2 Schedule C provider row(s)$134,841
Plan sponsor
Foley & Lardner Llp
EIN
39-0473800
Plan number
003
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    350 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$46.6M total assets
Net assets$46.6MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$3.8M
Benefits paid / distributions$3.7M
Contributions
Employer$1.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$46,583,229
Total liabilities (EOY)
$0
Net assets (EOY)
$46,583,229
Net assets (BOY)
$46,908,834

Income & contributions

Employer contributions
$1,900,000
Total contributions
$1,900,000
Total income / additions
$3,517,063

Expenses & distributions

Benefits paid
$3,707,827
Administrative expenses
$134,841
Total expenses
$3,842,668
Net increase / (decrease)
-$325,605
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income105%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $113.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $21K

Related Form 5500 pages