401(k) · DOL Form 5500 · 2022
Greene Niesen Insurance Agency Inc 401(k) Plan
Data updated 2026-08-25
- $749K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $74,871
- Avg per participant Below avg balance/head
Official DOL plan name: Greene-Niesen Insurance Agency Inc Savings & Retirement Plan · Sponsored by Greene Niesen Insurance Agency Inc · Wisconsin · Finance & Insurance
$749K in assets, 10 participants
Greene Niesen Insurance Agency Inc's Greene-Niesen Insurance Agency Inc Savings & Retirement Plan reported $749K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,327 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan holds $749K for 10 participants - about $74,871 per participant, among the smaller plans by assets on file.
- #1,327
- in Finance & Insurance (9,261 peers)
- -3.9%
- assets change YoY
The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan among the smaller filed plans by assets
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$748,706 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greene-Niesen Insurance Agency Inc Savings & Retirement Plan is a micro filing (10 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 391779367 · Greene Niesen Insurance Agency Inc PY 2022 · 401(k)
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan · $749K · 10 · 22nd
- ASSETS $749K
- ASSETS 10
- ASSETS 22nd
- ASSETS 401(k)
- ASSETS near Delamere Industries, Inc. 401(k) Plan
- ASSETS ind #1327
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Wisconsin →
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $779K |
|---|---|
| Net Assets (End of Year) | $749K |
| Net Income | -$30K |
| Employer EIN | 391779367 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greene Niesen Insurance Agency Inc)
Sponsor-wide plan assets over time
All Greene Niesen Insurance Agency Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $684K 8.579068419379569% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $749K |
| 2023 | 1 | 9 | $814K |
| 2024 | 1 | 9 | $684K |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Delamere Industries, Inc. 401(k) Plan in FL ($749K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($749K here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 (MI) 10 · 0 off
- P & M Gibbons, Inc. 401(k) Plan (UT) 10 · 0 off
- John Jackson Masonry 401(k) Profit Sharing Plan (CA) 10 · 0 off
- Fenway Painters Inc. (MA) 10 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.