Money Purchase · DOL Form 5500 · 2022
Atc Management Inc Money Purchase Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 518
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $128,041
- Avg per participant Near avg balance/head
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.
- #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.
- #440
- in Utilities (738 peers)
- -17.8%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
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.
Atc Individual Account Pension Plan's outsized position by total assets
Atc Individual Account Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,325,085 Top 10% higher than 90% 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
Atc Individual Account Pension 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. Atc Individual Account Pension Plan sits mid-pack in the medium band (518 participants).
Plan-year Form 5500 strip
Filing strip 391999363 · Atc Management Inc PY 2022 · Money Purchase
Atc Individual Account Pension Plan · $66M · 518 · 90th
- PCT $66M
- EIN 518
- RANK 90th
- PHOTO Money Purchase
- IND near Presbyterian Homes and Services Employees Retirement Savings and Investment Plan
- EOY ind #440
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 Utilities retirement plans → · Plans in Wisconsin →
Atc Individual Account Pension Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$14M |
| Employer EIN | 391999363 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atc Management Inc)
Sponsor-wide plan assets over time
All Atc Management Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $290M 30.80000804415975% vs 2022
- 2024 filing year
| 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.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Atc Individual Account Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Presbyterian Homes and Services Employees Retirement Savings and Investment Plan in MN ($67M); by covered participants it is Hawaii Sheet Metal Workers Annuity Profit Sharing in HI (519 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (MN) $67M · 7,298
- Public Health Management Corp. Employees' Money Purchase Pension Plan (PA) $66M · 1,347
- Insulators Local No. 37 Retirement Plan (TN) $67M · 1,067
- Electricians Local Union No. 606 Pension-Annuity Fund (FL) $67M · 678
Similar participant headcount
Nearest other-state filings by covered participants (518 participants); asset peers above are excluded.
- Hawaii Sheet Metal Workers Annuity Profit Sharing (HI) 519 · 1 off
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund (FL) 520 · 2 off
- Norton Sound Health Corporation Money Purchase Pension Plan & Trust (AK) 521 · 3 off
- IBEW Local 531 & NECA Money Purchase Pension Plan (IN) 515 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.