401(k) · DOL Form 5500 · 2022

Crivello Carlson, S.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
95
Participants Small participant base
73rd
Percentile by assets National rank
$164,147
Avg per participant Above avg balance/head
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Official DOL plan name: Crivello Carlson, S.C. 401(k) Profit Sharing Plan · Sponsored by Crivello Carlson, S.C. · Wisconsin · Professional & Technical Services

$16M in assets, 95 participants

Crivello Carlson, S.C.'s Crivello Carlson, S.C. 401(k) Profit Sharing Plan reported $16M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,708 in Professional & Technical Services (21,562 peers)

Crivello Carlson, S.C. multi-year trail

Crivello Carlson, S.C.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Crivello Carlson, S.C. 401(k) Profit Sharing Plan at $16M / 95 participants.

#15,708
in Professional & Technical Services (21,562 peers)
-13.7%
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.

Crivello Carlson, S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Crivello Carlson, S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,593,987 Top 27% higher than 73% 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

Crivello Carlson, S.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crivello Carlson, S.C. 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 391656203 · Crivello Carlson, S.C. PY 2022 · 401(k)

Crivello Carlson, S.C. 401(k) Profit Sharing Plan · $16M · 95 · 73rd

  • NET $16M
  • NET 95
  • NET 73rd
  • NET 401(k)
  • NET near Aetna Building Solutions, Inc. 401(k) Profit Sharing Plan
  • NET ind #15708

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 →

Crivello Carlson, S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Crivello Carlson, S.C. 401(k) Profit Sharing PlanCrivello Carlson, S.C. 401(k…$16MAetna Building Solutions, Inc. 401(k) Profit Sharing PlanAetna Building Solutions, In…$16MUsmd Hospital at Arlington, LP 401(k) PlanUsmd Hospital at Arlington, …$16MAxia Financial 401(k) Plan$16MAcoustic, L.P. 401(k) Plan$16M
End-of-year total assets ($M) among Crivello Carlson, S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Crivello Carlson, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Crivello Carlson, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 40.746654463672435% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.6M $22M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 95 $16M
2023 1 111 $19M
2024 1 112 $22M

Crivello Carlson, S.C. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN391656203
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Crivello Carlson, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Crivello Carlson, S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.015593987 · Participants: 95Crivello Carlson, S.C. 401(k) Profit Sharing 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
Crivello Carlson, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Crivello Carlson, S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Crivello Carlson, S.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Aetna Building Solutions, Inc. 401(k) Profit Sharing Plan in IL ($16M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Crivello Carlson, S.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Crivello Carlson, S.C. 401(k) Profit Sharing Plan pulled back noticeably - down 13.7% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Crivello Carlson, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crivello Carlson, S.C.'s sponsor-wide assets grew 40.7%, from $16M to $22M.
Which 401(k) plans are similar in size to Crivello Carlson, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aetna Building Solutions, Inc. 401(k) Profit Sharing Plan in IL ($16M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Crivello Carlson, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M 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 391656203.

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.