401(k) · DOL Form 5500 · 2022

Waunakee Remodeling, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
196
Participants Below avg headcount
50th
Percentile by assets National rank
$25,009
Avg per participant Low balance/head
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Official DOL plan name: Waunakee Remodeling 401(k) Plan · Sponsored by Waunakee Remodeling, Inc. · Wisconsin · Construction

$5M in assets, 196 participants

Waunakee Remodeling, Inc.'s Waunakee Remodeling 401(k) Plan reported $5M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,893 in Construction (9,927 peers)

Coverage in Wisconsin

Waunakee Remodeling 401(k) Plan covers 196 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#4,893
in Construction (9,927 peers)
-25.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waunakee Remodeling 401(k) Plan's mid-pack asset rank among Construction and all filers

Waunakee Remodeling 401(k) Plan vs every filed plan by assets

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

$4,901,833 Top 50% higher than 50% 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

Waunakee Remodeling 401(k) 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. Waunakee Remodeling 401(k) Plan sits mid-pack in the medium band (196 participants).

DOL schedule card

Filing strip 391807594 · Waunakee Remodeling, Inc. PY 2022 · 401(k)

Waunakee Remodeling 401(k) Plan · $5M · 196 · 50th

  • EBSA $5M
  • EBSA 196
  • EBSA 50th
  • EBSA 401(k)
  • EBSA near Lbmc Employment Partners, LLC 401(k) Profit Sharing Plan
  • EBSA ind #4893

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 Construction retirement plans → · Plans in Wisconsin →

Waunakee Remodeling 401(k) Plan in the asset neighbourhood

Waunakee Remodeling 401(k) PlanWaunakee Remodeling 401(k) P…$5MLbmc Employment Partners, LLC 401(k) Profit Sharing PlanLbmc Employment Partners, LL…$5MFashion Furniture Rental, Inc. 401(k) Retirement Savings PlanFashion Furniture Rental, In…$5MPiquette & Howard 401(k) Plan$5MBriscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & TrustBriscoe Burke & Grigsby, LLP…$5M
End-of-year total assets ($M) among Waunakee Remodeling 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN391807594
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waunakee Remodeling, Inc.)

Sponsor-wide plan assets over time

All Waunakee Remodeling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 61.883115969067084% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.9M $7.94M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 196 $5M
2023 1 119 $6M
2024 1 118 $8M

Nearby 401(k) Plans in Wisconsin

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

Waunakee Remodeling 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Waunakee Remodeling 401(k) Plan, Total assets ($B): 0.004901833 · Participants: 196Waunakee Remodeling 401(k) 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
Waunakee Remodeling 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Waunakee Remodeling 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lbmc Employment Partners, LLC 401(k) Profit Sharing Plan in TN ($5M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Waunakee Remodeling 401(k) Plan assets move in 2022?
Waunakee Remodeling 401(k) Plan declined sharply - down 25.0% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Waunakee Remodeling, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Waunakee Remodeling, Inc.'s sponsor-wide assets grew 61.9%, from $5M to $8M.
Which 401(k) plans are similar in size to Waunakee Remodeling 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lbmc Employment Partners, LLC 401(k) Profit Sharing Plan in TN ($5M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Waunakee Remodeling 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants, $3M in assets).