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Employer · plans filed under one EIN

Felker Brothers Corporation

Marshfield, WI · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$45.4Mnet assets across plans
332participant records255 active
$1.5Memployer contributions, latest plan years$5,820 per active record
$88KSchedule C compensation to organisations$265.67 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Felker Brothers Corporation's employer identification number (Marshfield, Wisconsin). Their latest filings total 332 participant records and $45.4M in net assets.

The largest is Felker Brothers Corporation Salaried 401(k) Plan, a 401(k) plan with 186 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.5M and participant contributions $1.3M in the latest plan years; benefits paid were $5.7M. Schedule C compensation reported to service provider organisations totalled $88K.

Combined net assets moved from $13.0M in 2009 to $45.4M in 2024 (up 249%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Felker Brothers Corporation Salaried 401(k) Plan401(k) plan2024186$37.2M$200,002$7,980$76K
Felker Brothers Corporation Union 401(k) Plan401(k) plan2024146$8.2M$56,110$2,783$12K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $13.0M2010: $15.5M2011: $15.5M2012: $18.5M2013: $23.0M2014: $24.7M2015: $25.3M2016: $28.3M2017: $30.9M2018: $29.4M2019: $36.0M2020: $37.6M2021: $40.9M2022: $36.5M2023: $42.7M2024: $45.4M$13.0M$45.4M20092012201620202024
Combined net assets
2009: 1402010: 2752011: 2642012: 2862013: 3052014: 3092015: 3052016: 3112017: 3112018: 3252019: 3222020: 3202021: 3162022: 3312023: 3352024: 33214033533220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242332$45.4M$1.5M$1.3M
20232335$42.7M$1.4M$1.2M
20222331$36.5M$1.5M$1.1M
20212316$40.9M$1.4M$1.0M
20202320$37.6M$982K$1.1M
20192322$36.0M$980K$1.1M
20182325$29.4M$948K$1.0M
20172311$30.9M$770K$846K
20161311$28.3M$666K$795K
20151305$25.3M$686K$695K
20141309$24.7M$700K$659K
20131305$23.0M$736K$649K
20121286$18.5M$697K$571K
20111264$15.5M$588K$519K
20101275$15.5M$812K$493K
20091140$13.0M$464K$431K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Oneamerica Retirement Services, LLCRecordkeeping and information management; Copying and duplicating; Participant loan processing; Participant communication2$71,353
Alpha Investment Consulting GroupInvestment management1$16,850
Matrix Trust CompanyCustodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed)2$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Oneamerica Retirement Services, LLC$71K
Alpha Investment Consulting Group$17K
Matrix Trust Company$0

Questions and answers

How many retirement plans does Felker Brothers Corporation have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Felker Brothers Corporation Salaried 401(k) Plan and Felker Brothers Corporation Union 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Felker Brothers Corporation contribute to its plans?

$1,484,057 in employer contributions across these plans in their latest plan years, about $5,820 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Oneamerica Retirement Services, LLC, Alpha Investment Consulting Group and Matrix Trust Company. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.