401(k) · DOL Form 5500 · 2022
Primary Care Associates of Appleton, Ltd. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $287,569
- Avg per participant High balance/head
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.
- #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.
- #17,747
- in Healthcare & Social Assistance (20,060 peers)
- -15.8%
- assets change YoY
- 0.4×
- 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.
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Primary Care Associates of Appleton, Ltd. Employees 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. Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan sits mid-pack in the medium band (144 participants).
Plan-year Form 5500 strip
Filing strip 391988565 · Primary Care Associates of Appleton, Ltd. PY 2022 · 401(k)
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan · $41M · 144 · 86th
- 5500 $41M
- 5500 144
- 5500 86th
- 5500 401(k)
- 5500 near Amphenol Thermometrics, Inc. Employee Savings/401(k) Plan
- 5500 ind #17747
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 →
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$8M |
| Employer EIN | 391988565 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primary Care Associates of Appleton, Ltd.)
Sponsor-wide plan assets over time
All Primary Care Associates of Appleton, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 45.81014362461993% vs 2022
- 2024 filing year
| 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.
- 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
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Amphenol Thermometrics, Inc. Employee Savings/401(k) Plan in PA ($41M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Amphenol Thermometrics, Inc. Employee Savings/401(k) Plan (PA) $41M · 341
- Toray Advanced Composites USA Savings Plan (CA) $41M · 441
- Eosys Group 401(k) Plan (TN) $41M · 202
- Miller's Health Systems, Inc. Profit Sharing Plan (IN) $41M · 1,593
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Combs Concrete Construction Company 401(k) Plan (NC) 144 · 0 off
- Club Med Sales and Management Employee Retirement Plan (FL) 144 · 0 off
- Cambria Solutions Inc 401(k) Profit Sharing Plan Trust (CA) 144 · 0 off
- Dfa of California 401(k) Plan (CA) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.