401(k) · DOL Form 5500 · 2022

T.a. Solberg Co., Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
611
Participants Below avg headcount
70th
Percentile by assets National rank
$21,050
Avg per participant Low balance/head
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Official DOL plan name: T.a. Solberg Co., Inc. 401(k) Plan · Sponsored by T.a. Solberg Co., Inc. · Wisconsin · Retail Trade

$13M in assets, 611 participants

T.a. Solberg Co., Inc.'s T.a. Solberg Co., Inc. 401(k) Plan reported $13M in total assets and 611 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,647 in Retail Trade (9,519 peers)

T.a. Solberg Co., Inc. multi-year trail

T.a. Solberg Co., Inc.'s plans moved +15.2% in assets from 2022 to 2024; this filing shows T.a. Solberg Co., Inc. 401(k) Plan at $13M / 611 participants.

#7,647
in Retail Trade (9,519 peers)
-32.1%
assets change YoY

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.

T.a. Solberg Co., Inc. 401(k) Plan's outsized position by total assets

T.a. Solberg Co., Inc. 401(k) Plan vs every filed plan by assets

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

$12,861,520 Top 30% higher than 70% 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

T.a. Solberg Co., 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. T.a. Solberg Co., Inc. 401(k) Plan sits mid-pack in the medium band (611 participants).

Form 5500 schedule snapshot

Filing strip 391210564 · T.a. Solberg Co., Inc. PY 2022 · 401(k)

T.a. Solberg Co., Inc. 401(k) Plan · $13M · 611 · 70th

  • BOY $13M
  • SCH 611
  • EBSA 70th
  • PART 401(k)
  • TYPE near Southlake Specialty Hospital LLC 401(k) Plan
  • NET ind #7647

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 →

T.a. Solberg Co., Inc. 401(k) Plan in the asset neighbourhood

T.a. Solberg Co., Inc. 401(k) PlanT.a. Solberg Co., Inc. 401(k…$13MSouthlake Specialty Hospital LLC 401(k) PlanSouthlake Specialty Hospital…$13MBell Nursery USA LLC 401(k) PlanBell Nursery USA LLC 401(k) …$13MMedflight 401(k) Retirement Savings PlanMedflight 401(k) Retirement …$13MSan Francisco Travel Association Employee 401(k) PlanSan Francisco Travel Associa…$13M
End-of-year total assets ($M) among T.a. Solberg Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

T.a. Solberg Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All T.a. Solberg Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.21179456238454% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.9M $14.8M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 611 $13M
2023 1 582 $14M
2024 1 556 $15M

T.a. Solberg Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$13M
Net Income-$6M
Employer EIN391210564
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

T.a. Solberg Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants T.a. Solberg Co., Inc. 401(k) Plan, Total assets ($B): 0.01286152 · Participants: 611T.a. Solberg Co., 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
T.a. Solberg Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare T.a. Solberg Co., Inc. 401(k) Plan side-by-side with 3 peers →

T.a. Solberg Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Southlake Specialty Hospital LLC 401(k) Plan in TX ($13M); by covered participants it is Colorado Premium Foods 401(k) Plan in CO (611 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (611 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 T.a. Solberg Co., Inc. 401(k) Plan assets move in 2022? ▼
T.a. Solberg Co., Inc. 401(k) Plan contracted severely - down 32.1% during 2022, from $19M to $13M. Reported net income was -$6M.
How have T.a. Solberg Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.a. Solberg Co., Inc.'s sponsor-wide assets grew 15.2%, from $13M to $15M.
Which 401(k) plans are similar in size to T.a. Solberg Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southlake Specialty Hospital LLC 401(k) Plan in TX ($13M, 166 participants).
Which 401(k) plans cover a similar participant headcount to T.a. Solberg Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Premium Foods 401(k) Plan in CO (611 participants, $7M 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 391210564.

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.