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Employer · plans filed under one EIN

Latitude Corp.

Verona, 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.

$11.8Mnet assets across plans
413participant records334 active
$1.4Memployer contributions, latest plan years$4,159 per active record
$58KSchedule C compensation to organisations$141.55 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Latitude Corp.'s employer identification number (Verona, Wisconsin). Their latest filings total 413 participant records and $11.8M in net assets.

The largest is Latitude Corp. 401(k) Plan, a 401(k) plan with 229 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 $1.4M and participant contributions $928K in the latest plan years; benefits paid were $719K. Schedule C compensation reported to service provider organisations totalled $58K.

Combined net assets moved from $1.7M in 2009 to $11.8M in 2024 (up 599%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Latitude Corp. 401(k) Plan401(k) plan2024229$16.2M$70,815$2,432$58K
Latitude Corp. Employee Stock Ownership Planemployee stock ownership plan2024184−$4.4M—$6,153$0
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: $1.7M2010: $2.3M2011: $2.5M2012: $3.2M2013: $4.3M2014: $4.5M2015: $4.8M2016: $5.4M2017: $7.0M2018: $6.9M2019: −$14.4M2020: −$11.0M2021: −$4.0M2022: −$3.6M2023: $8.7M2024: $11.8M$1.7M$11.8M20092012201620202024
Combined net assets
2009: 1462010: 1432011: 1332012: 1482013: 1552014: 1722015: 1822016: 1822017: 1942018: 2102019: 3882020: 3622021: 3832022: 3902023: 5362024: 41314653641320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242413$11.8M$1.4M$928K
20232536$8.7M$1.4M$875K
20222390−$3.6M$1.5M$812K
20212383−$4.0M$1.9M$760K
20202362−$11.0M$1.8M$629K
20192388−$14.4M$2.3M$672K
20181210$6.9M$318K$598K
20171194$7.0M$273K$476K
20161182$5.4M$239K$413K
20151182$4.8M$204K$383K
20141172$4.5M$193K$337K
20131155$4.3M$179K$312K
20121148$3.2M$149K$243K
20111133$2.5M$152K$250K
20101143$2.3M$152K$254K
20091146$1.7M$87K$220K

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
RBC Capital Markets LLCInvestment advisory (plan)1$36,583
Transamerica Retirement SolutionsRecordkeeping and information management; Participant loan processing1$21,877

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

RBC Capital Markets LLC$37K
Transamerica Retirement Solutions$22K

Questions and answers

How many retirement plans does Latitude Corp. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Latitude Corp. 401(k) Plan and Latitude Corp. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Latitude Corp. contribute to its plans?

$1,389,069 in employer contributions across these plans in their latest plan years, about $4,159 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 RBC Capital Markets LLC and Transamerica Retirement Solutions. 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.