401(k) · DOL Form 5500 · 2022
P & S Investment Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 195
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $54,117
- Avg per participant Low balance/head
Official DOL plan name: P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan · Sponsored by P & S Investment Company, Inc. · Wisconsin · Transportation & Warehousing
$11M in assets, 195 participants
P & S Investment Company, Inc.'s P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan reported $11M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #2,649 in Transportation & Warehousing (3,876 peers)
Coverage in Wisconsin
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan covers 195 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.
- #2,649
- in Transportation & Warehousing (3,876 peers)
- -20.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,552,858 Top 34% higher than 66% 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
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings 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. P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan sits mid-pack in the medium band (195 participants).
Form 5500 schedule snapshot
Filing strip 391372431 · P & S Investment Company, Inc. PY 2022 · 401(k)
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan · $11M · 195 · 66th
- EIN $11M
- EIN 195
- EIN 66th
- EIN 401(k)
- EIN near Capstone Collegiate Communities, LLC 401(k) Saving
- EIN ind #2649
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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 391372431 |
| Plan Effective Date | 1962-12-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (P & S Investment Company, Inc.)
Sponsor-wide plan assets over time
All P & S Investment Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 16.176859387286363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 195 | $11M |
| 2023 | 1 | 193 | $10M |
| 2024 | 1 | 218 | $12M |
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
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Capstone Collegiate Communities, LLC 401(k) Saving in AL ($11M); by covered participants it is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Capstone Collegiate Communities, LLC 401(k) Saving (AL) $11M · 79
- Timberline Lodge Employee Savings and Protection Plan (OR) $11M · 203
- Twin Med 401(k) Plan (CA) $11M · 513
- Primehealth Physicians, LLC 401(k) Plan (FL) $11M · 213
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Antares Pharma, Inc. Employee Savings Plan (NJ) 195 · 0 off
- Design Team Sign Company 401(k) P/S Plan (TN) 195 · 0 off
- Atlas Executive Consulting LLC Retirement Plan and Trust (CA) 195 · 0 off
- Amb Tran Group Limited 401(k) Plan (IL) 195 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.