Plan5500

The Employer Group Retirement Savings Plan — Form 5500 plan (The Employer Group, Inc.)

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, The Employer Group Retirement Savings Plan is a benefit plan reported by The Employer Group, Inc. under EIN 39-1825035 and plan number 001. The latest loaded filing year is 2023. The filing reports 829 participants and $25,219,940 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.2MPlan net assets, end of year$25,219,940
Participants829Covered participants reported
Assets / participant$30.4KComputed: assets ÷ participants$30,422 (computed)
Provider compensation$394.1K5 Schedule C provider row(s)$394,104
Plan sponsor
The Employer Group, Inc.
EIN
39-1825035
Plan number
001
Plan type
3
Location
Verona, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    829 participants · 3Sch 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)$25.2M total assets
Net assets$25.2MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$6.9M
Benefits paid / distributions$6.7M
Contributions
Employer$1.2M
Participant$3.3M
Full reported line items

Net assets

Total assets (EOY)
$25,219,940
Total liabilities (EOY)
$0
Net assets (EOY)
$25,219,940
Net assets (BOY)
$24,834,950

Income & contributions

Employer contributions
$1,216,518
Participant contributions
$3,269,032
Total contributions
$4,838,340
Total income / additions
$8,744,203

Expenses & distributions

Benefits paid
$6,690,782
Administrative expenses
$235,014
Total expenses
$6,928,137
Net increase / (decrease)
$1,816,066
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.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets27%Computed ratio
Benefits paid ÷ total income77%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Transamerica Financial Life Insuran$117.3K
    RECORDKEEPER · Direct $117.3K · Indirect $0
  2. 2
    Peak Retirement Group$104.4K
    THIRD PARTY ADMIN · Direct $104.4K · Indirect $0
  3. 3
    Global Retirement Partners LLC$90K
    INVESTMENT ADVISORY-PLAN · Direct $90K
  4. 4
    Vestwell$79.2K
    RECORDKEEPER · Direct $79.2K
  5. 5
    Mesirow Financial$3.2K
    INVESTMENT ADVISORY-PLAN · Direct $3.2K

What to inspect next

Frequently asked questions

Who sponsors the The Employer Group Retirement Savings Plan?
The Employer Group Retirement Savings Plan is reported as sponsored by The Employer Group, Inc. (EIN 39-1825035, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Employer Group Retirement Savings Plan?
The latest Form 5500 filing year loaded for The Employer Group Retirement Savings Plan is 2023.
How many participants does The Employer Group Retirement Savings Plan report?
The Employer Group Retirement Savings Plan reports 829 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Employer Group Retirement Savings Plan?
The Employer Group Retirement Savings Plan reports $25,219,940 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages