401(k) · DOL Form 5500 · 2022

Primary Care Associates of Appleton, Ltd. 401(k) Plan

Data updated 2026-08-11

$41M
Total assets
144
Participants
86th
Percentile by assets
$287,569
Avg per participant
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Official DOL plan name: Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan · Sponsored by Primary Care Associates of Appleton, Ltd. · Wisconsin · Healthcare & Social Assistance

$41M in assets, 144 participants

Primary Care Associates of Appleton, Ltd.'s Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan reported $41M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #17,747 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan covers 144 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $41M.

$41M
total plan assets (2022 EOY)
144
covered participants
86th
percentile by assets (of 139,126 plans)
$287,569
avg assets per participant

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.

Where Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan sits by total assets

Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan vs every filed plan by assets

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

$41,409,892 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan reports 144 participants - about 26% of that state average ($41M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$41M
Net Income-$8M
Employer EIN391988565
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primary Care Associates of Appleton, Ltd.)

$30M$40M$50M$60M$70M 202220232024 $41.4M $60.4M ▲ +45.8%
Total plan assets by year, all Primary Care Associates of Appleton, Ltd. plans on file
Year Plans Participants Total Assets
2022 1 144 $41M
2023 1 140 $51M
2024 1 161 $60M

Nearby 401(k) Plans in Wisconsin

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

Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Primary Care Associa…, Total assets ($B): 0.041409892 · Participants: 144Primary Care Associa…Johnson Controls Ret…, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation …Nm Employee Savings …, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings …
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Primary Care Associates of Appleton, Ltd… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan assets move in 2022? ▼
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan declined sharply - down 15.8% during 2022, from $49M to $41M. Reported net income was -$8M.
How have Primary Care Associates of Appleton, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primary Care Associates of Appleton, Ltd.'s sponsor-wide assets grew 45.8%, from $41M to $60M.
Where does Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan ranks in the 86th 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 Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amphenol Thermometrics, Inc. Employee Savings/401(k) Plan in PA ($41M, 341 participants).

Next read for Primary Care Associates of Appleton, Ltd…

Filing takeaways

Ways to act on Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan's numbers.

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 391988565.

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.