401(k) · DOL Form 5500 · 2022

Worzalla, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
278
Participants Below avg headcount
84th
Percentile by assets National rank
$119,934
Avg per participant Near avg balance/head
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Official DOL plan name: Worzalla Associates Investment Trust · Sponsored by Worzalla, Inc. · Wisconsin · Manufacturing

$33M in assets, 278 participants

Worzalla, Inc.'s Worzalla Associates Investment Trust reported $33M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,888 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Worzalla Associates Investment Trust covers 278 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $33M.

#15,888
in Manufacturing (20,602 peers)
-22.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Worzalla Associates Investment Trust's outsized position by total assets

Worzalla Associates Investment Trust vs every filed plan by assets

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

$33,341,558 Top 16% higher than 84% 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

Worzalla Associates Investment Trust 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. Worzalla Associates Investment Trust sits mid-pack in the medium band (278 participants).

Plan-year Form 5500 strip

Filing strip 390722190 · Worzalla, Inc. PY 2022 · 401(k)

Worzalla Associates Investment Trust · $33M · 278 · 84th

  • BOOK $33M
  • BOOK 278
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Emburse 401(k) Plan
  • BOOK ind #15888

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 Manufacturing retirement plans → · Plans in Wisconsin →

Worzalla Associates Investment Trust in the asset neighbourhood

Worzalla Associates Investment TrustWorzalla Associates Investme…$33MEmburse 401(k) Plan$33MNetwork Services Company Profit Sharing 401(k) PlanNetwork Services Company Pro…$33MCorrugated Supplies Company, LLC 401(k) PlanCorrugated Supplies Company,…$33MCumulus 401(k) Profit Sharing PlanCumulus 401(k) Profit Sharin…$33M
End-of-year total assets ($M) among Worzalla Associates Investment Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$33M
Net Income-$9M
Employer EIN390722190
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worzalla, Inc.)

Sponsor-wide plan assets over time

All Worzalla, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 40.80214276182096% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $77.6M $45.9M ▼ -40.8%
Year Plans Participants Total Assets
2022 2 588 $78M
2023 2 604 $78M
2024 2 438 $46M

Nearby 401(k) Plans in Wisconsin

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

Worzalla Associates Investment Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Worzalla Associates Investment Trust, Total assets ($B): 0.033341558 · Participants: 278Worzalla Associates Investment TrustJohnson 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
Worzalla Associates Investment Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Worzalla Associates Investment Trust side-by-side with 3 peers →

Worzalla Associates Investment Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Emburse 401(k) Plan in ME ($33M); by covered participants it is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Worzalla Associates Investment Trust assets move in 2022? ▼
Worzalla Associates Investment Trust declined sharply - down 22.0% during 2022, from $43M to $33M. Reported net income was -$9M.
How have Worzalla, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worzalla, Inc.'s sponsor-wide assets declined 40.8%, from $78M to $46M.
Where does Worzalla Associates Investment Trust rank by assets among Form 5500 filers? ▼
Worzalla Associates Investment Trust ranks in the 84th 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 Worzalla Associates Investment Trust? ▼
Among 401(k) plans in other states, the closest by assets is Emburse 401(k) Plan in ME ($33M, 585 participants).
Which 401(k) plans cover a similar participant headcount to Worzalla Associates Investment Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 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 390722190.

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.