401(k) · DOL Form 5500 · 2022

Davis & Kuelthau, S.C. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
111
Participants Small participant base
89th
Percentile by assets National rank
$485,338
Avg per participant High balance/head
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Official DOL plan name: Davis & Kuelthau, S.C. 401(k) Savings Plan · Sponsored by Davis & Kuelthau, S.C. · Wisconsin · Professional & Technical Services

$54M in assets, 111 participants

Davis & Kuelthau, S.C.'s Davis & Kuelthau, S.C. 401(k) Savings Plan reported $54M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,338 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Davis & Kuelthau, S.C. 401(k) Savings Plan covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $54M.

#19,338
in Professional & Technical Services (21,562 peers)
-13.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davis & Kuelthau, S.C. 401(k) Savings Plan's outsized position by total assets

Davis & Kuelthau, S.C. 401(k) Savings Plan vs every filed plan by assets

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

$53,872,544 Top 11% higher than 89% 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

Davis & Kuelthau, S.C. 401(k) Savings 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. Davis & Kuelthau, S.C. 401(k) Savings Plan sits mid-pack in the medium band (111 participants).

EBSA filing schedule strip

Filing strip 391132468 · Davis & Kuelthau, S.C. PY 2022 · 401(k)

Davis & Kuelthau, S.C. 401(k) Savings Plan · $54M · 111 · 89th

  • BOY $54M
  • SCH 111
  • EBSA 89th
  • PART 401(k)
  • TYPE near Savings Plan for the Subsidiaries of Southside Bancshares, Inc.
  • NET ind #19338

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Davis & Kuelthau, S.C. 401(k) Savings Plan in the asset neighbourhood

Amli Residential Properties 401(k) PlanAmli Residential Properties …$54MDavis & Kuelthau, S.C. 401(k) Savings PlanDavis & Kuelthau, S.C. 401(k…$54MSavings Plan for the Subsidiaries of Southside Bancshares, Inc.Savings Plan for the Subsidi…$54MTelenav, Inc. 401(k) Plan$54MCamcraft Inc., 401(k) Plan and TrustCamcraft Inc., 401(k) Plan a…$54M
End-of-year total assets ($M) among Davis & Kuelthau, S.C. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$54M
Net Income-$8M
Employer EIN391132468
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis & Kuelthau, S.C.)

Sponsor-wide plan assets over time

All Davis & Kuelthau, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M 20222023 $53.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 111 $54M
2023 1 N/A N/A

Nearby 401(k) Plans in Wisconsin

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

Davis & Kuelthau, S.C. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Davis & Kuelthau, S.C. 401(k) Savings Plan, Total assets ($B): 0.053872544 · Participants: 111Davis & Kuelthau, S.C. 401(k) Savings 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
Davis & Kuelthau, S.C. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Davis & Kuelthau, S.C. 401(k) Savings Plan side-by-side with 3 peers →

Davis & Kuelthau, S.C. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Savings Plan for the Subsidiaries of Southside Bancshares, Inc. in TX ($54M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Davis & Kuelthau, S.C. 401(k) Savings Plan assets move in 2022? ▼
Davis & Kuelthau, S.C. 401(k) Savings Plan pulled back noticeably - down 13.5% during 2022, from $62M to $54M. Reported net income was -$8M.
Where does Davis & Kuelthau, S.C. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Davis & Kuelthau, S.C. 401(k) Savings Plan ranks in the 89th 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 Davis & Kuelthau, S.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for the Subsidiaries of Southside Bancshares, Inc. in TX ($54M, 876 participants).
Which 401(k) plans cover a similar participant headcount to Davis & Kuelthau, S.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 391132468.

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.