401(k) · DOL Form 5500 · 2022

Hupy and Abraham, S.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
144
Participants Small participant base
70th
Percentile by assets National rank
$91,026
Avg per participant Below avg balance/head
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Official DOL plan name: Hupy and Abraham, S.C. 401(k) Profit Sharing Plan · Sponsored by Hupy and Abraham, S.C. · Wisconsin · Professional & Technical Services

$13M in assets, 144 participants

Hupy and Abraham, S.C.'s Hupy and Abraham, S.C. 401(k) Profit Sharing Plan reported $13M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,984 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan covers 144 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#14,984
in Professional & Technical Services (21,562 peers)
-17.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,107,812 Top 30% higher than 70% 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

Hupy and Abraham, S.C. 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. Hupy and Abraham, S.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).

Published 5500 schedule card

Filing strip 391211548 · Hupy and Abraham, S.C. PY 2022 · 401(k)

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan · $13M · 144 · 70th

  • 5500 $13M
  • 5500 144
  • 5500 70th
  • 5500 401(k)
  • 5500 near Catalyst Investors, LLC 401(k) Profit Sharing Plan
  • 5500 ind #14984

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 →

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Hupy and Abraham, S.C. 401(k) Profit Sharing PlanHupy and Abraham, S.C. 401(k…$13MCatalyst Investors, LLC 401(k) Profit Sharing PlanCatalyst Investors, LLC 401(…$13MFinley & Cook 401(k) Savings Incentive PlanFinley & Cook 401(k) Savings…$13MMapal Inc. Office 401(k) Plan$13MCalm.Com, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Hupy and Abraham, S.C. 401(k) Profit Sharing 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)$13M
Net Income-$3M
Employer EIN391211548
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hupy and Abraham, S.C.)

Sponsor-wide plan assets over time

All Hupy and Abraham, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.017502539706854% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $18.4M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 144 $13M
2023 1 145 $16M
2024 1 147 $18M

Nearby 401(k) Plans in Wisconsin

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

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Hupy and Abraham, S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.013107812 · Participants: 144Hupy and Abraham, S.C. 401(k) Profit Sharing 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
Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Hupy and Abraham, S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hupy and Abraham, S.C. 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 Catalyst Investors, LLC 401(k) Profit Sharing Plan in NY ($13M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Hupy and Abraham, S.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Hupy and Abraham, S.C. 401(k) Profit Sharing Plan declined sharply - down 17.9% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Hupy and Abraham, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hupy and Abraham, S.C.'s sponsor-wide assets grew 40.0%, from $13M to $18M.
Which 401(k) plans are similar in size to Hupy and Abraham, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catalyst Investors, LLC 401(k) Profit Sharing Plan in NY ($13M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Hupy and Abraham, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 391211548.

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.