401(k)
2022 plan-year 401(k) DOL Form 5500

OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OUTAGAMIE CO-OP SERVICES, INC.

This 401(k) plan holds $3M in total assets and serves 82 participants as of 2022. It is sponsored by OUTAGAMIE CO-OP SERVICES, INC. in Wisconsin. The plan reported a net loss of $679K for the year.

Total Assets (2023)
$3M
Participants
82
State
Industry
Retail Trade

What the Filing Says About OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN

OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by OUTAGAMIE CO-OP SERVICES, INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 82 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 391316865, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $3M at year-end — a decline of 17.0%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-678,531 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-678,531
Plan Type401(k)
Employer EIN391316865
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OUTAGAMIE CO-OP SERVICES, INC.)

Year Plans Participants Total Assets
2022 1 82 $3M
2023 1 74 $4M
2024 1 75 $4M

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Frequently Asked Questions

How much money is in the OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN?
As of the 2022 Form 5500 filing, OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN holds $3M in total assets with 82 participants. It is sponsored by OUTAGAMIE CO-OP SERVICES, INC..
What type of plan is OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN?
OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN is a 401(k) plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 391316865.
Who sponsors the OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN?
OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN is sponsored by OUTAGAMIE CO-OP SERVICES, INC., located in Wisconsin. The sponsor's EIN is 391316865 and the plan operates in the Retail Trade industry.
How did OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN perform in 2022?
OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN declined by 17.0% during 2022, moving from $4M to $3M in total assets. Net income was $-678,531.
Where can I find official filings for OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391316865 or plan name at efast.dol.gov.
How does OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN compare to other plans?
You can compare OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391316865.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.