401(k) · DOL Form 5500 · 2022

Bader Rutter & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
234
Participants Below avg headcount
84th
Percentile by assets National rank
$136,094
Avg per participant Near avg balance/head
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Official DOL plan name: Bader Rutter Retirement Plan · Sponsored by Bader Rutter & Associates, Inc. · Wisconsin · Professional & Technical Services

$32M in assets, 234 participants

Bader Rutter & Associates, Inc.'s Bader Rutter Retirement Plan reported $32M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,160 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Bader Rutter Retirement Plan covers 234 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $32M.

#18,160
in Professional & Technical Services (21,562 peers)
-16.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bader Rutter Retirement Plan's outsized position by total assets

Bader Rutter Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,846,080 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bader Rutter Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bader Rutter Retirement Plan sits mid-pack in the medium band (234 participants).

EBSA filing schedule strip

Filing strip 391184935 · Bader Rutter & Associates, Inc. PY 2022 · 401(k)

Bader Rutter Retirement Plan · $32M · 234 · 84th

  • 5500 $32M
  • 5500 234
  • 5500 84th
  • 5500 401(k)
  • 5500 near Chicago Bulls 401(k) Savings Plan Trust
  • 5500 ind #18160

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Bader Rutter Retirement Plan in the asset neighbourhood

Bader Rutter Retirement Plan$32MChicago Bulls 401(k) Savings Plan TrustChicago Bulls 401(k) Savings…$32MOlgoonik Development, LLC 401(k) PlanOlgoonik Development, LLC 40…$32MGreat Falls Clinic Retirement PlanGreat Falls Clinic Retiremen…$32MBrunini, Grantham, Grower & Hewes, PLLC Retirement PlanBrunini, Grantham, Grower & …$32M
End-of-year total assets ($M) among Bader Rutter Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN391184935
Plan Effective Date1974-11-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Bader Rutter & Associates, Inc.)

Sponsor-wide plan assets over time

All Bader Rutter & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 11.156387222540419% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.9M $35.4M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 234 $32M
2023 1 241 $37M
2024 1 211 $35M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bader Rutter Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bader Rutter Retirement Plan, Total assets ($B): 0.03184608 · Participants: 234Bader Rutter Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Bader Rutter Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bader Rutter Retirement Plan side-by-side with 3 peers →

Bader Rutter Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Chicago Bulls 401(k) Savings Plan Trust in IL ($32M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bader Rutter Retirement Plan assets move in 2022? ▼
Bader Rutter Retirement Plan declined sharply - down 16.3% during 2022, from $38M to $32M. Reported net income was -$6M.
How have Bader Rutter & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bader Rutter & Associates, Inc.'s sponsor-wide assets grew 11.2%, from $32M to $35M.
Where does Bader Rutter Retirement Plan rank by assets among Form 5500 filers? ▼
Bader Rutter Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bader Rutter Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Bulls 401(k) Savings Plan Trust in IL ($32M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Bader Rutter Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifecare, Inc. 401(k) Plan in CT (234 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391184935.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.