401(k) · DOL Form 5500 · 2022
Kaukauna Clinic, S.C. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $446,075
- Avg per participant High balance/head
Official DOL plan name: Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan · Sponsored by Kaukauna Clinic, S.C. · Wisconsin · Healthcare & Social Assistance
$17M in assets, 37 participants
Kaukauna Clinic, S.C.'s Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan reported $17M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,739 in Healthcare & Social Assistance (20,060 peers)
Kaukauna Clinic, S.C. multi-year trail
Kaukauna Clinic, S.C.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan at $17M / 37 participants.
- #15,739
- in Healthcare & Social Assistance (20,060 peers)
- -19.4%
- assets change YoY
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.
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan's outsized position by total assets
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,504,763 Top 26% higher than 74% 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
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan is a small filing (37 participants) on this national headcount ladder.
DOL schedule card
Filing strip 391189707 · Kaukauna Clinic, S.C. PY 2022 · 401(k)
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan · $17M · 37 · 74th
- PHOTO $17M
- PHOTO 37
- PHOTO 74th
- PHOTO 401(k)
- PHOTO near Ops Consulting, LLC Employees Savings Trust
- PHOTO ind #15739
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan in the asset neighbourhood
Kaukauna Clinic, S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Kaukauna Clinic, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 25.903122631933584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $17M |
| 2023 | 1 | 36 | $19M |
| 2024 | 1 | 35 | $21M |
Kaukauna Clinic, S.C. filing trail (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$4M |
| Employer EIN | 391189707 |
| Plan Effective Date | 1973-12-10 |
| Filing Status | FILING RECEIVED |
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
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ops Consulting, LLC Employees Savings Trust in MD ($17M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 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.