401(k) · DOL Form 5500 · 2022

Skyward, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
637
Participants Below avg headcount
91st
Percentile by assets National rank
$118,227
Avg per participant Near avg balance/head
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Official DOL plan name: Skyward, Inc. 401(k) Plan · Sponsored by Skyward, Inc. · Wisconsin · Information & Media

$75M in assets, 637 participants

Skyward, Inc.'s Skyward, Inc. 401(k) Plan reported $75M in total assets and 637 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,525 in Information & Media (2,911 peers)

Where Skyward, Inc. 401(k) Plan sits by assets

Skyward, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $75M for 637 participants (~$118,227/participant), down 14.2% in 2022.

#2,525
in Information & Media (2,911 peers)
-14.2%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Skyward, Inc. 401(k) Plan's outsized position by total assets

Skyward, Inc. 401(k) Plan vs every filed plan by assets

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

$75,310,747 Top 9% higher than 91% 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

Skyward, Inc. 401(k) 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. Skyward, Inc. 401(k) Plan sits mid-pack in the medium band (637 participants).

Form 5500 schedule snapshot

Filing strip 391471992 · Skyward, Inc. PY 2022 · 401(k)

Skyward, Inc. 401(k) Plan · $75M · 637 · 91st

  • SCH $75M
  • EBSA 637
  • PART 91st
  • TYPE 401(k)
  • NET near Winona Health Employees' Retirement Plan
  • BOOK ind #2525

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 Information & Media retirement plans → · Plans in Wisconsin →

Skyward, Inc. 401(k) Plan in the asset neighbourhood

Skyward, Inc. 401(k) Plan$75MWinona Health Employees' Retirement PlanWinona Health Employees' Ret…$75MPerry Ellis Shared Services LLC 401(k) PlanPerry Ellis Shared Services …$75MQuantum Design International, Inc. Safe Harbor Match and Retirement PlanQuantum Design International…$75MAscent Aerospace Holdings, LLC 401(k) PlanAscent Aerospace Holdings, L…$75M
End-of-year total assets ($M) among Skyward, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$75M
Net Income-$12M
Employer EIN391471992
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Skyward, Inc.)

Sponsor-wide plan assets over time

All Skyward, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 41.350350700943125% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.3M $106M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 637 $75M
2023 1 632 $93M
2024 1 684 $106M

Nearby 401(k) Plans in Wisconsin

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

Skyward, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Skyward, Inc. 401(k) Plan, Total assets ($B): 0.075310747 · Participants: 637Skyward, Inc. 401(k) 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
Skyward, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Skyward, Inc. 401(k) Plan side-by-side with 3 peers →

Skyward, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Winona Health Employees' Retirement Plan in MN ($75M); by covered participants it is Rain Bird Corporation Employee Savings & Investment Plan in CA (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (637 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 Skyward, Inc. 401(k) Plan assets move in 2022? ▼
Skyward, Inc. 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $88M to $75M. Reported net income was -$12M.
How have Skyward, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Skyward, Inc.'s sponsor-wide assets grew 41.4%, from $75M to $106M.
Where does Skyward, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Skyward, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Skyward, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winona Health Employees' Retirement Plan in MN ($75M, 1,242 participants).
Which 401(k) plans cover a similar participant headcount to Skyward, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rain Bird Corporation Employee Savings & Investment Plan in CA (637 participants, $117M 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 391471992.

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.