Wausau Homes Incorporated 401(k) Savings Plan

Wausau Homes Incorporated, Rothschild WI. Employer ID 390752646, plan number 003. Annual reports on file for 2009 to 2021.

Where the money went

Filed 2009-2021Wausau Homes Incorporated 401(k) Savings Plan, Wausau Homes Incorporated
2021Assets transferred to Advisor Managed Pooled Employer Plan
TodayAdvisor Managed Pooled Employer Plan still files. Newport Group, Inc. keeps the records. That is where to ask.

Records are kept by Newport Group, Inc., per the 2024 filing.

In plan year 2010, active participants fell from 210 to 144 (31%), and 11 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2021: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
2021: The employer decided to close the plan.

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Left, still in the plan	Source
2010	248	100	Filing
2011	208	106	Filing
2012	157	103	Filing
2013	142	83	Filing
2014	138	77	Filing
2015	133	64	Filing
2016	122	56	Filing
2017	116	51	Filing
2018	119	54	Filing
2019	116	44	Filing
2020	141	51	Filing
2021	0	0	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.