401(k) · DOL Form 5500 · 2022

Sussex Im, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
313
Participants Below avg headcount
84th
Percentile by assets National rank
$108,845
Avg per participant Below avg balance/head
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Official DOL plan name: Sussex Im 401(k) Plan · Sponsored by Sussex Im, Inc. · Wisconsin · Manufacturing

$34M in assets, 313 participants

Sussex Im, Inc.'s Sussex Im 401(k) Plan reported $34M in total assets and 313 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.

  • #15,955 in Manufacturing (20,602 peers)

Where Sussex Im 401(k) Plan sits by assets

Sussex Im 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 313 participants (~$108,845/participant), down 25.9% in 2022.

#15,955
in Manufacturing (20,602 peers)
-25.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sussex Im 401(k) Plan's outsized position by total assets

Sussex Im 401(k) Plan vs every filed plan by assets

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

$34,068,370 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

Sussex Im 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. Sussex Im 401(k) Plan sits mid-pack in the medium band (313 participants).

Published 5500 schedule card

Filing strip 900508625 · Sussex Im, Inc. PY 2022 · 401(k)

Sussex Im 401(k) Plan · $34M · 313 · 84th

  • PART $34M
  • PART 313
  • PART 84th
  • PART 401(k)
  • PART near Four Seasons Retirement Savings Plan
  • PART ind #15955

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 →

Sussex Im 401(k) Plan in the asset neighbourhood

Sussex Im 401(k) Plan$34MFour Seasons Retirement Savings PlanFour Seasons Retirement Savi…$34MCrown Battery Manufacturing Company 401(k) Profit Sharing PlanCrown Battery Manufacturing …$34MGuttmacher Institute Retirement PlanGuttmacher Institute Retirem…$34MKentucky Trailer 401(k) Retirement PlanKentucky Trailer 401(k) Reti…$34M
End-of-year total assets ($M) among Sussex Im 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$34M
Net Income-$12M
Employer EIN900508625
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sussex Im, Inc.)

Sponsor-wide plan assets over time

All Sussex Im, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 16.03455052296309% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.1M $39.5M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 313 $34M
2023 1 275 $38M
2024 1 243 $40M

Nearby 401(k) Plans in Wisconsin

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

Sussex Im 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Sussex Im 401(k) Plan, Total assets ($B): 0.03406837 · Participants: 313Sussex Im 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
Sussex Im 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Sussex Im 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Four Seasons Retirement Savings Plan in PA ($34M); by covered participants it is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Sussex Im 401(k) Plan assets move in 2022?
Sussex Im 401(k) Plan declined sharply - down 25.9% during 2022, from $46M to $34M. Reported net income was -$12M.
How have Sussex Im, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sussex Im, Inc.'s sponsor-wide assets grew 16.0%, from $34M to $40M.
Where does Sussex Im 401(k) Plan rank by assets among Form 5500 filers?
Sussex Im 401(k) Plan 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 Sussex Im 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Four Seasons Retirement Savings Plan in PA ($34M, 797 participants).
Which 401(k) plans cover a similar participant headcount to Sussex Im 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants, $43M in assets).