401(k) · DOL Form 5500 · 2022

Palermo Villa, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
763
Participants Near avg headcount
79th
Percentile by assets National rank
$30,277
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palermo Villa, Inc. 401(k) Plan · Sponsored by Palermo Villa, Inc. · Wisconsin · Manufacturing

$23M in assets, 763 participants

Palermo Villa, Inc.'s Palermo Villa, Inc. 401(k) Plan reported $23M in total assets and 763 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,597 in Manufacturing (20,602 peers)

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

Palermo Villa, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 763 participants (~$30,277/participant), down 16.0% in 2022.

#14,597
in Manufacturing (20,602 peers)
-16.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$23,101,631 Top 21% higher than 79% 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

Palermo Villa, 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. Palermo Villa, Inc. 401(k) Plan sits mid-pack in the medium band (763 participants).

DOL schedule card

Filing strip 391035704 · Palermo Villa, Inc. PY 2022 · 401(k)

Palermo Villa, Inc. 401(k) Plan · $23M · 763 · 79th

  • IND $23M
  • IND 763
  • IND 79th
  • IND 401(k)
  • IND near Trustaff Management Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #14597

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 Manufacturing retirement plans → · Plans in Wisconsin →

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

Mcic Vermont, LLC 401(k) Retirement PlanMcic Vermont, LLC 401(k) Ret…$23MPalermo Villa, Inc. 401(k) PlanPalermo Villa, Inc. 401(k) P…$23MTrustaff Management Inc. 401(k) Profit Sharing Plan and TrustTrustaff Management Inc. 401…$23MI.a.T.S.E. Local 13 Retirement Plan & TrustI.a.T.S.E. Local 13 Retireme…$23MPrice, Postel & Parma LLP Profit Sharing PlanPrice, Postel & Parma LLP Pr…$23M
End-of-year total assets ($M) among Palermo Villa, 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)$28M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN391035704
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palermo Villa, Inc.)

Sponsor-wide plan assets over time

All Palermo Villa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 68.55845805865395% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $23.1M $38.9M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 763 $23M
2023 1 827 $30M
2024 1 1,065 $39M

Nearby 401(k) Plans in Wisconsin

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

Palermo Villa, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Palermo Villa, Inc. 401(k) Plan, Total assets ($B): 0.023101631 · Participants: 763Palermo Villa, 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
Palermo Villa, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Palermo Villa, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Trustaff Management Inc. 401(k) Profit Sharing Plan and Trust in OH ($23M); by covered participants it is Systems Unlimited, Inc. 401(k) Plan in IA (763 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (763 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 Palermo Villa, Inc. 401(k) Plan assets move in 2022? ▼
Palermo Villa, Inc. 401(k) Plan declined sharply - down 16.0% during 2022, from $28M to $23M. Reported net income was -$4M.
How have Palermo Villa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palermo Villa, Inc.'s sponsor-wide assets grew 68.6%, from $23M to $39M.
Where does Palermo Villa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Palermo Villa, Inc. 401(k) Plan ranks in the 79th 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 Palermo Villa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trustaff Management Inc. 401(k) Profit Sharing Plan and Trust in OH ($23M, 5,140 participants).
Which 401(k) plans cover a similar participant headcount to Palermo Villa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Systems Unlimited, Inc. 401(k) Plan in IA (763 participants, $9M 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 391035704.

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.