Money Purchase · DOL Form 5500 · 2022

Atc Management Inc Money Purchase Plan

Data updated 2026-08-11

$66M
Total assets
518
Participants
90th
Percentile by assets
$128,041
Avg per participant
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Official DOL plan name: Atc Individual Account Pension Plan · Sponsored by Atc Management Inc · Wisconsin · Utilities

$66M in assets, 518 participants

Atc Management Inc's Atc Individual Account Pension Plan reported $66M in total assets and 518 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #440 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Atc Individual Account Pension Plan ranks #440 of 738 2022 filers by assets (810% of the sector average)-$66M for 518 participants.

$66M
total plan assets (2022 EOY)
518
covered participants
90th
percentile by assets (of 139,126 plans)
$128,041
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Rank #440 in Utilities

Among 738 Utilities plans that filed a Form 5500 for plan year 2022, Atc Individual Account Pension Plan ranks #440 by end-of-year assets - about 810% of the sector average of $537M. Nationally it sits in the 90th percentile, a weaker position within its industry than across all filers.

Utilities filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$66M
Net Income-$14M
Employer EIN391999363
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atc Management Inc)

$200M$250M$300M 202220232024 $222M $290M â–˛ +30.8%
Total plan assets by year, all Atc Management Inc plans on file
Year Plans Participants Total Assets
2022 2 1,045 $222M
2023 2 1,022 $256M
2024 2 1,074 $290M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Atc Individual Account Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Atc Individual Account Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants Atc Individual Accou…Employees Retirement…Telephone and Data S…Plumbers and Steamfi…North Central States…Aspirus, Inc. Frozen…
Atc Individual Account Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Atc Individual Account Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Atc Individual Account Pension Plan assets move in 2022?
Atc Individual Account Pension Plan declined sharply - down 17.8% during 2022, from $81M to $66M. Reported net income was -$14M.
How have Atc Management Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Atc Management Inc's sponsor-wide assets grew 30.8%, from $222M to $290M.
Where does Atc Individual Account Pension Plan rank by assets among Form 5500 filers?
Atc Individual Account Pension Plan ranks in the 90th 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 Money Purchase plans are similar in size to Atc Individual Account Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Presbyterian Homes and Services Employees Retirement Savings and Investment Plan in MN ($67M, 7,298 participants).

Next read for Atc Individual Account Pension Plan

Filing takeaways

Ways to act on Atc Individual Account Pension Plan's numbers.