My Plan Facts

Wisconsin › Manufacturing › 100 to 249 participants

Form 5500 statement · plan year 1 Dec 2024 to 30 Nov 2025

Wieser Concrete Products Inc. 401(k) Plan

Sponsored by Wieser Concrete Products Inc., Maiden Rock, WI

401(k) plan

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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$17.2Mnet assets, end of plan year+24% on the year
189participants170 active
$91,145net assets per participantsame-size median $60,185
$2,798employer contributions per active participantsame-size median $2,447

Wieser Concrete Products Inc. 401(k) Plan is a 401(k) plan sponsored by Wieser Concrete Products Inc. of Maiden Rock, Wisconsin. For the plan year ending 30 Nov 2025 it reported 189 participants, 170 of them active, and net assets of $17.2M.

Net assets came to $91,145 per participant, well above the $60,185 median for defined contribution plans with 100 to 249 participants and well above the $62,303 median for defined contribution plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $476K during the year, or $2,798 per active participant against a same-size median of $2,447; participants contributed $857K and $195K arrived as rollovers and other contributions. Benefits paid out totalled $428K.

Schedule C lists 1 service provider organisation paid $5,000 or more, with reported compensation of $8,967: $47.44 per participant, well below the same-size median of $194. Administrative expenses charged to the plan were $9,108. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $7.8M in 2016 to $17.2M in 2024 (up 121%), and participants from 140 to 189 (up 35%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$91,145$60,185$62,303$53,102
Employer contributions per active participant$2,798$2,447$2,187$2,175
Schedule C compensation per participant$47.44$194$136$123
Schedule C compensation, share of net assets0.05%0.32%0.24%0.26%
Administrative expenses per participant$48.19$176$131$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), manufacturing (11,377) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2016: $7.8M2017: $8.1M2018: $9.5M2019: $11.1M2020: $13.0M2021: $11.5M2022: $12.3M2023: $13.9M2024: $17.2M$7.8M$17.2M201620202024
Net assets at year end
2016: 1402017: 1432018: 1492019: 1332020: 1522021: 1632022: 1782023: 1922024: 189140192189201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024189$17.2M$91,143$476K$857K$9,000
2023192$13.9M$72,411$399K$745K$22K
2022178$12.3M$69,348$335K$550K$53K
2021163$11.5M$70,840$320K$559K$55K
2020152$13.0M$85,586$294K$475K$54K
2019133$11.1M$83,286$266K$444K$45K
2018149$9.5M$63,799$279K$449K$44K
2017143$8.1M$56,755$286K$490K$63K
2016140$7.8M$55,771$241K$357K$15K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$13,902,573
  • Employer contributions$475,695
  • Participant contributions$857,253
  • Rollovers and other contributions$194,874
  • Total contributions$1,527,822
  • Total income, including investment results$3,761,164
  • Benefits paid$428,219
  • Administrative expenses$9,108
  • Total expenses$437,327
  • Net income$3,323,837
  • Net transfers$0
  • Net assets, end of year$17,226,410

Participants

  • Active participants170
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits19
  • Participants with account balances124
  • Total participants, end of year189

Fees and service providers

$8,967Schedule C compensation to organisations$8,967 direct · $0 indirect
$47.44per participantsame-size median $194
0.05%of net assetssame-size median 0.32%
$9,108administrative expenses charged to the plan$48.19 per participant
OrganisationServices reportedDirectIndirect
Fidelity Investments InstitutionalParticipant loan processing$8,967$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Recordkeeping fees$8,967
  • Investment advisory and management fees$141
  • Total administrative expenses$9,108

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$16.5M · 95.6%
  • Receivables$528K · 3.1%
  • Participant loans$236K · 1.4%
  • Cash (interest and non-interest bearing)$266 · 0.0%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 2EProfit-sharing plan
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group
  • 2FERISA section 404(c) plan
  • 3FPlan sponsor(s) received services of leased employees
  • 3DPre-approved pension plan
  • 2GTotal participant-directed account plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 327300: Cement & Concrete Product Mfg.

Similar plans in Wisconsin

PlanSponsorParticipantsNet assetsPer participant
K.G. Stevens, Inc. Profit Sharing and Retirement PlanK.G. Stevens, Inc.190$6.7M$35,315
Pacur 401(k) Profit Sharing Plan and TrustPacur LLC188$20.2M$107,544
Badger Utility Holdings, LLC 401(k) Profit Sharing PlanBadger Utility Holdings, LLC190$16.2M$85,474
Surface Mount Technology Corporation 401(k) Plan and TrustSurface Mount Technology Corporation188$6.0M$31,879
Watertronics 401(k) PlanWatertronics, LLC191$10.9M$57,061
Eck Industries, Inc. Union Employees' Cash Or Deferred Retirement PlanEck Industries, Inc.188$14.8M$78,754

Defined contribution plans in manufacturing closest in size.

Questions and answers

How big is Wieser Concrete Products Inc. 401(k) Plan?

189 participants at the end of the plan year ending 30 Nov 2025, of whom 170 were active employees, with net assets of $17,226,410. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does Wieser Concrete Products Inc. contribute per participant?

The filing reports $475,695 in employer contributions for the year, which is $2,798 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $8,967 in compensation to service provider organisations, $47.44 per participant or 0.05% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $9,108. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Wieser Concrete Products Inc.. Recordkeeping or administration: Fidelity Investments Institutional. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Dec 2024 to 30 Nov 2025, received by the Department of Labor on 6 Aug 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 39-1093327, plan 001, received 6 Aug 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.