401(k) · DOL Form 5500 · 2022

Welter Forest Products, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
170
Participants Small participant base
50th
Percentile by assets National rank
$28,467
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Welter Forest Products 401(k) Plan · Sponsored by Welter Forest Products, Inc · Wisconsin · Manufacturing

$5M in assets, 170 participants

Welter Forest Products, Inc's Welter Forest Products 401(k) Plan reported $5M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,904 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Welter Forest Products 401(k) Plan covers 170 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#6,904
in Manufacturing (20,602 peers)
-14.3%
assets change YoY

The plan reported a net loss of $805K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Welter Forest Products 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Welter Forest Products 401(k) Plan vs every filed plan by assets

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

$4,839,406 Top 50% higher than 50% 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

Welter Forest Products 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. Welter Forest Products 401(k) Plan sits mid-pack in the medium band (170 participants).

Published 5500 schedule card

Filing strip 454938177 · Welter Forest Products, Inc PY 2022 · 401(k)

Welter Forest Products 401(k) Plan · $5M · 170 · 50th

  • EIN $5M
  • EIN 170
  • EIN 50th
  • EIN 401(k)
  • EIN near Hollowwa & Artley, PC Profit Sharing Plan
  • EIN ind #6904

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 →

Welter Forest Products 401(k) Plan in the asset neighbourhood

Welter Forest Products 401(k) PlanWelter Forest Products 401(k…$5MHollowwa & Artley, PC Profit Sharing PlanHollowwa & Artley, PC Profit…$5MEoc of Suffolk, Inc. 401(k) PlanEoc of Suffolk, Inc. 401(k) …$5MFabco, LLC 401(k) Profit Sharing Plan and TrustFabco, LLC 401(k) Profit Sha…$5MCampbell Brothers 401(k) Profit Sharing PlanCampbell Brothers 401(k) Pro…$5M
End-of-year total assets ($M) among Welter Forest Products 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$805K
Employer EIN454938177
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welter Forest Products, Inc)

Sponsor-wide plan assets over time

All Welter Forest Products, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.28470725539457% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.84M $6.35M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 170 $5M
2023 1 161 $6M
2024 1 148 $6M

Nearby 401(k) Plans in Wisconsin

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

Welter Forest Products 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Welter Forest Products 401(k) Plan, Total assets ($B): 0.004839406 · Participants: 170Welter Forest Products 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
Welter Forest Products 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Welter Forest Products 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hollowwa & Artley, PC Profit Sharing Plan in NM ($5M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Welter Forest Products 401(k) Plan assets move in 2022?
Welter Forest Products 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $6M to $5M. Reported net income was -$805K.
How have Welter Forest Products, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Welter Forest Products, Inc's sponsor-wide assets grew 31.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Welter Forest Products 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hollowwa & Artley, PC Profit Sharing Plan in NM ($5M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Welter Forest Products 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants, $2M in assets).