401(k) · DOL Form 5500 · 2022
Engelhart, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $45,657
- Avg per participant Low balance/head
Official DOL plan name: Engelhart, Inc. Profit Sharing Plan · Sponsored by Engelhart, Inc. · Wisconsin · Retail Trade
$2M in assets, 40 participants
Engelhart, Inc.'s Engelhart, Inc. Profit Sharing Plan reported $2M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #4,005 in Retail Trade (9,519 peers)
Engelhart, Inc. multi-year trail
Engelhart, Inc.'s plans moved -11.5% in assets from 2022 to 2024; this filing shows Engelhart, Inc. Profit Sharing Plan at $2M / 40 participants.
- #4,005
- in Retail Trade (9,519 peers)
- -12.6%
- assets change YoY
The plan reported a net loss of $263K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Engelhart, Inc. Profit Sharing Plan among the smaller filed plans by assets
Engelhart, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,826,279 32nd percentile higher than 32% 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
Engelhart, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Engelhart, Inc. Profit Sharing Plan is a small filing (40 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 391173475 · Engelhart, Inc. PY 2022 · 401(k)
Engelhart, Inc. Profit Sharing Plan · $2M · 40 · 32nd
- TYPE $2M
- NET 40
- BOOK 32nd
- VS-ST 401(k)
- BOY near West Coast Services LLC 401(k) Profit Sharing Plan & Trust
- SCH ind #4005
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 Retail Trade retirement plans → · Plans in Wisconsin →
Engelhart, Inc. Profit Sharing Plan in the asset neighbourhood
Engelhart, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Engelhart, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 11.454821525079137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $2M |
| 2023 | 1 | 37 | $2M |
| 2024 | 1 | 38 | $2M |
Engelhart, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$263K |
| Employer EIN | 391173475 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
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
Engelhart, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is West Coast Services LLC 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.