401(k) · DOL Form 5500 · 2022
Stafford Rosenbaum LLP 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $266,586
- Avg per participant High balance/head
Official DOL plan name: Stafford Rosenbaum LLP Retirement Savings Plan · Sponsored by Stafford Rosenbaum LLP · Wisconsin · Professional & Technical Services
$23M in assets, 88 participants
Stafford Rosenbaum LLP's Stafford Rosenbaum LLP Retirement Savings Plan reported $23M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #17,228 in Professional & Technical Services (21,562 peers)
Where Stafford Rosenbaum LLP Retirement Savings Plan sits by assets
Stafford Rosenbaum LLP Retirement Savings Plan sits in the top quartile of all filed plans by assets, $23M for 88 participants (~$266,586/participant), down 25.1% in 2022.
- #17,228
- in Professional & Technical Services (21,562 peers)
- -25.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stafford Rosenbaum LLP Retirement Savings Plan's outsized position by total assets
Stafford Rosenbaum LLP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,459,553 Top 20% higher than 80% 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
Stafford Rosenbaum LLP Retirement Savings 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. Stafford Rosenbaum LLP Retirement Savings Plan is a small filing (88 participants) on this national headcount ladder.
DOL schedule card
Filing strip 390788266 · Stafford Rosenbaum LLP PY 2022 · 401(k)
Stafford Rosenbaum LLP Retirement Savings Plan · $23M · 88 · 80th
- NET $23M
- BOOK 88
- VS-ST 80th
- BOY 401(k)
- SCH near Savings Plan of Entergy Corporation and Subsidiaries VIII
- EBSA ind #17228
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 →
Stafford Rosenbaum LLP Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$8M |
| Employer EIN | 390788266 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stafford Rosenbaum LLP)
Sponsor-wide plan assets over time
All Stafford Rosenbaum LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 30.17018695965776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $23M |
| 2023 | 1 | 92 | $29M |
| 2024 | 1 | 89 | $31M |
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
Stafford Rosenbaum LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Savings Plan of Entergy Corporation and Subsidiaries VIII in LA ($23M); by covered participants it is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Savings Plan of Entergy Corporation and Subsidiaries VIII (LA) $23M · 609
- Bestself Behavioral Health 401(k) Plan (NY) $23M · 1,175
- Ward Kraft Retirement Plan (KS) $23M · 249
- Marion and Polk Schools Credit Union 401(k) Plan (OR) $23M · 277
Similar participant headcount
Nearest other-state filings by covered participants (88 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.