401(k) · DOL Form 5500 · 2022
Aqua Finance Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 357
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $31,225
- Avg per participant Low balance/head
Official DOL plan name: Aqua Finance Inc. 401(k) Profit Sharing Plan · Sponsored by Aqua Finance Inc. · Wisconsin · Finance & Insurance
$11M in assets, 357 participants
Aqua Finance Inc.'s Aqua Finance Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #4,685 in Finance & Insurance (9,261 peers)
Aqua Finance Inc. multi-year trail
Aqua Finance Inc.'s plans moved +50.7% in assets from 2022 to 2024; this filing shows Aqua Finance Inc. 401(k) Profit Sharing Plan at $11M / 357 participants.
- #4,685
- in Finance & Insurance (9,261 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $641K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aqua Finance Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Aqua Finance Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,147,248 Top 33% higher than 67% 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
Aqua Finance Inc. 401(k) Profit Sharing 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. Aqua Finance Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (357 participants).
Plan-year Form 5500 strip
Filing strip 391615890 · Aqua Finance Inc. PY 2022 · 401(k)
Aqua Finance Inc. 401(k) Profit Sharing Plan · $11M · 357 · 67th
- IND $11M
- IND 357
- IND 67th
- IND 401(k)
- IND near Cerco I, Inc. 401(k) Profit Sharing Plan
- IND ind #4685
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Aqua Finance Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Aqua Finance Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Aqua Finance Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 50.69577711018899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 357 | $11M |
| 2023 | 1 | 394 | $15M |
| 2024 | 1 | 397 | $17M |
Aqua Finance Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$641K |
| Employer EIN | 391615890 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
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
Aqua Finance Inc. 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 Cerco I, Inc. 401(k) Profit Sharing Plan in OH ($11M); by covered participants it is Brookline College, LLC 401(k) Plan in AZ (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Cerco I, Inc. 401(k) Profit Sharing Plan (OH) $11M · 131
- Attc Manufacturing, Inc 401(k) Plan (IN) $11M · 509
- The Iris Group, Inc. 401(k) Retirement Savings Plan (CA) $11M · 91
- Kestrel Engineering Group Plan (WA) $11M · 110
Similar participant headcount
Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.
- Brookline College, LLC 401(k) Plan (AZ) 357 · 0 off
- Horne Bros. Construction, Inc. 401(k) Plan (NC) 357 · 0 off
- Super Care Inc 401(k) Profit Sharing Plan & Trust (CA) 357 · 0 off
- Sargent Corporation 401(k) Retirement Plan (ME) 357 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.