St. Vincent De Paul Waukesha Retirement Savings Plan

What the Filing Says About St. Vincent De Paul Waukesha Retirement Savings Plan

St. Vincent De Paul Waukesha Retirement Savings Plan is a 401(k) retirement plan sponsored by Society of St. Vincent De Paul of Waukesha County, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $617K in total end-of-year assets and covers 118 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 390909537, and the plan has been effective since 2014-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $413K at the beginning of 2022 to $617K at year-end — a gain of 49.4%. Net assets (after liabilities) closed the year at $617K, with reported net income of $204K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.