401(k) · DOL Form 5500 · 2022

Donohue & Associates Inc 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
118
Participants Small participant base
82nd
Percentile by assets National rank
$233,712
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Donohue & Associates Inc. 401(k) Plan · Sponsored by Donohue & Associates Inc · Wisconsin · Professional & Technical Services

$28M in assets, 118 participants

Donohue & Associates Inc's Donohue & Associates Inc. 401(k) Plan reported $28M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,744 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Donohue & Associates Inc. 401(k) Plan covers 118 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $28M.

#17,744
in Professional & Technical Services (21,562 peers)
-13.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Donohue & Associates Inc. 401(k) Plan's outsized position by total assets

Donohue & Associates Inc. 401(k) Plan vs every filed plan by assets

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

$27,578,057 Top 18% higher than 82% 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

Donohue & Associates Inc. 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. Donohue & Associates Inc. 401(k) Plan sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 391873700 · Donohue & Associates Inc PY 2022 · 401(k)

Donohue & Associates Inc. 401(k) Plan · $28M · 118 · 82nd

  • EBSA $28M
  • PART 118
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Custom Glass Solutions Retirement Savings Plan
  • VS-ST ind #17744

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 →

Donohue & Associates Inc. 401(k) Plan in the asset neighbourhood

Donohue & Associates Inc. 401(k) PlanDonohue & Associates Inc. 40…$28MCustom Glass Solutions Retirement Savings PlanCustom Glass Solutions Retir…$28MHannis T. Bourgeois, LLP Profit Sharing Plan & TrustHannis T. Bourgeois, LLP Pro…$28MPb U.S. Affiliates Retirement Savings PlanPb U.S. Affiliates Retiremen…$28MUnited Radio, Inc. 401(k) Retirement PlanUnited Radio, Inc. 401(k) Re…$28M
End-of-year total assets ($M) among Donohue & Associates Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN391873700
Plan Effective Date1997-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Donohue & Associates Inc)

Sponsor-wide plan assets over time

All Donohue & Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$39M 42.118667025744415% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $39.2M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 118 $28M
2023 1 116 $33M
2024 1 128 $39M

Nearby 401(k) Plans in Wisconsin

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

Donohue & Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Donohue & Associates Inc. 401(k) Plan, Total assets ($B): 0.027578057 · Participants: 118Donohue & Associates Inc. 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
Donohue & Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Donohue & Associates Inc. 401(k) Plan side-by-side with 3 peers →

Donohue & Associates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Custom Glass Solutions Retirement Savings Plan in OH ($28M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Donohue & Associates Inc. 401(k) Plan assets move in 2022? ▼
Donohue & Associates Inc. 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Donohue & Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donohue & Associates Inc's sponsor-wide assets grew 42.1%, from $28M to $39M.
Where does Donohue & Associates Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Donohue & Associates Inc. 401(k) Plan ranks in the 82nd 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 Donohue & Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Custom Glass Solutions Retirement Savings Plan in OH ($28M, 759 participants).
Which 401(k) plans cover a similar participant headcount to Donohue & Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A 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 391873700.

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.