Back to filter
Original filing (PDF)20251014103130NAL0001225011001
OCONOMOWOC RESIDENTIAL PROGRAMS, INC.
Form 5500
FILING_RECEIVED
MYPATH EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
96% in single holding96% employer stockNo recordkeeper disclosed
Active participants
1,621
Accounts w/ balance
2,229
Plan assets (EOY)
$87.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Common Stoc k * Oconomowoc Residential Programs, Inc. 500,000 shares - Common Stock" is 96% of plan.
- 96% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCONOMOWOC RESIDENTIAL PROGRAMS, INC..
Plan sponsor
Name
OCONOMOWOC RESIDENTIAL PROGRAMS, INC.
EIN
39-1510207
Address
1746 EXECUTIVE DR · OCONOMOWOC, WI · 530664830
Phone
(262) 569-5515
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $89.9M(100% of reported assets)
Uncategorized
$88.9M
4 holdings
Mutual Funds
$975K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Common Stoc k * Oconomowoc Residential Programs, Inc. 500,000 shares - Common Stock | — | — | $83.7M | $86.5M | 98.8% | |
| (i) Net Gain $ Plan Number: 002 Federal ID# 39-1510207(h) Date 2,290,393 | — | — | $2.3M | $2.3M | 2.6% | |
| Vanguard LifeStrategy Moderate Growth Inv Fund | Mutual Funds | — | $781K | $975K | 1.1% | |
| Goldman Sachs Financial Square SM Government Fund | — | — | $86K | $86K | <0.1% | |
| Money Market Funds Associated Bank Business Money Market Advantage Fund | — | — | $27K | $27K | <0.1% |
Related plans
Similar-size Health Care & Social Assistance plans
TELECARE CORPORATION
TELECARE EMPLOYEE STOCK OWNERSHIP PLAN
$87.0M · 2,501 participants
TOTAL LONGTERM CARE SOLUTIONS, LLC
INNOVAGE 401(K) PLAN
$88.5M · 2,483 participants
APPLE HEALTH CARE, INC.
APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS
$86.4M · 2,798 participants
VETTER SENIOR LIVING
VETTER SENIOR LIVING EMPLOYEES 401K PLAN
$86.1M · 3,914 participants
PLUM HEALTHCARE GROUP, LLC
PLUM HEALTHCARE GROUP 401(K) PLAN
$85.5M · 10,324 participants
GENESIS ADMINISTRATIVE SERVICES LLC
GENESIS ADMINISTRATIVE SERVICES 401(K) PLAN #2
$85.5M · 14,565 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B