401(k) · DOL Form 5500 · 2022

The Retirement Advantage 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
224
Participants Below avg headcount
72nd
Percentile by assets National rank
$65,616
Avg per participant Below avg balance/head
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Official DOL plan name: The Retirement Advantage, Inc. 401(k) Plan · Sponsored by The Retirement Advantage · Wisconsin · Finance & Insurance

$15M in assets, 224 participants

The Retirement Advantage's The Retirement Advantage, Inc. 401(k) Plan reported $15M in total assets and 224 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,279 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

The Retirement Advantage, Inc. 401(k) Plan covers 224 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#5,279
in Finance & Insurance (9,261 peers)
-9.7%
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.

The Retirement Advantage, Inc. 401(k) Plan's outsized position by total assets

The Retirement Advantage, Inc. 401(k) Plan vs every filed plan by assets

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

$14,697,906 Top 28% higher than 72% 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

The Retirement Advantage, 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. The Retirement Advantage, Inc. 401(k) Plan sits mid-pack in the medium band (224 participants).

EBSA filing schedule strip

Filing strip 391816008 · The Retirement Advantage PY 2022 · 401(k)

The Retirement Advantage, Inc. 401(k) Plan · $15M · 224 · 72nd

  • PCT $15M
  • EIN 224
  • RANK 72nd
  • PHOTO 401(k)
  • IND near Frontier Bancshares, Inc. 401(k) Plan
  • EOY ind #5279

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 →

The Retirement Advantage, Inc. 401(k) Plan in the asset neighbourhood

The Retirement Advantage, Inc. 401(k) PlanThe Retirement Advantage, In…$15MFrontier Bancshares, Inc. 401(k) PlanFrontier Bancshares, Inc. 40…$15MOzinga Ready Mix Concrete, Inc. 401(k) Savings PlanOzinga Ready Mix Concrete, I…$15MC&s and Affiliates 401(k) Savings Plan (B)C&s and Affiliates 401(k) Sa…$15MNovatech Inc. 401(k) Retirement PlanNovatech Inc. 401(k) Retirem…$15M
End-of-year total assets ($M) among The Retirement Advantage, 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)$16M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN391816008
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Retirement Advantage)

Sponsor-wide plan assets over time

All The Retirement Advantage plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.11070270826334% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.7M $17.2M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 224 $15M
2023 1 264 $16M
2024 1 221 $17M

Nearby 401(k) Plans in Wisconsin

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

The Retirement Advantage, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Retirement Advantage, Inc. 401(k) Plan, Total assets ($B): 0.014697906 · Participants: 224The Retirement Advantage, 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
The Retirement Advantage, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Retirement Advantage, Inc. 401(k) Plan side-by-side with 3 peers →

The Retirement Advantage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Frontier Bancshares, Inc. 401(k) Plan in TX ($15M); by covered participants it is The Bell Company, LLC 401(k) Plan in PA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 The Retirement Advantage, Inc. 401(k) Plan assets move in 2022? ▼
The Retirement Advantage, Inc. 401(k) Plan pulled back noticeably - down 9.7% during 2022, from $16M to $15M. Reported net income was -$2M.
How have The Retirement Advantage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Retirement Advantage's sponsor-wide assets grew 17.1%, from $15M to $17M.
Which 401(k) plans are similar in size to The Retirement Advantage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frontier Bancshares, Inc. 401(k) Plan in TX ($15M, 171 participants).
Which 401(k) plans cover a similar participant headcount to The Retirement Advantage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bell Company, LLC 401(k) Plan in PA (224 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 391816008.

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.