401(k) · DOL Form 5500 · 2022

Local 2138 U.S.W.a. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
109
Participants Small participant base
56th
Percentile by assets National rank
$60,273
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 2138 U.S.W.a. Retirement Savings Plan · Sponsored by Local 2138 U.S.W.a. · Wisconsin · Other Services

$7M in assets, 109 participants

Local 2138 U.S.W.a.'s Local 2138 U.S.W.a. Retirement Savings Plan reported $7M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #6,179 in Other Services (8,398 peers)

Coverage in Wisconsin

Local 2138 U.S.W.a. Retirement Savings Plan covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#6,179
in Other Services (8,398 peers)
-17.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 2138 U.S.W.a. Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Local 2138 U.S.W.a. Retirement Savings Plan vs every filed plan by assets

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

$6,569,747 Top 44% higher than 56% 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

Local 2138 U.S.W.a. Retirement Savings 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. Local 2138 U.S.W.a. Retirement Savings Plan sits mid-pack in the medium band (109 participants).

EBSA filing schedule strip

Filing strip 391240543 · Local 2138 U.S.W.a. PY 2022 · 401(k)

Local 2138 U.S.W.a. Retirement Savings Plan · $7M · 109 · 56th

  • PART $7M
  • TYPE 109
  • NET 56th
  • BOOK 401(k)
  • VS-ST near Lambert Global,LLC 401(k) Plan
  • BOY ind #6179

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 Other Services retirement plans → · Plans in Wisconsin →

Local 2138 U.S.W.a. Retirement Savings Plan in the asset neighbourhood

Local 2138 U.S.W.a. Retirement Savings PlanLocal 2138 U.S.W.a. Retireme…$7MLambert Global,LLC 401(k) PlanLambert Global,LLC 401(k) Pl…$7MNaturchem, Inc. 401(k) Plan$7M403(b) Thrift Plan of the Counseling Center of Wayne and Holmes Counties403(b) Thrift Plan of the Co…$7MOwen Equipment 401(k) Profit Sharing PlanOwen Equipment 401(k) Profit…$7M
End-of-year total assets ($M) among Local 2138 U.S.W.a. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN391240543
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 2138 U.S.W.a.)

Sponsor-wide plan assets over time

All Local 2138 U.S.W.a. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.57M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 109 $7M
2023 1 104 $7M
2024 1 124 N/A

Nearby 401(k) Plans in Wisconsin

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

Local 2138 U.S.W.a. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Local 2138 U.S.W.a. Retirement Savings Plan, Total assets ($B): 0.006569747 · Participants: 109Local 2138 U.S.W.a. Retirement Savings 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
Local 2138 U.S.W.a. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Local 2138 U.S.W.a. Retirement Savings Plan side-by-side with 3 peers →

Local 2138 U.S.W.a. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lambert Global,LLC 401(k) Plan in MI ($7M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Local 2138 U.S.W.a. Retirement Savings Plan assets move in 2022? ▼
Local 2138 U.S.W.a. Retirement Savings Plan declined sharply - down 17.0% during 2022, from $8M to $7M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Local 2138 U.S.W.a. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lambert Global,LLC 401(k) Plan in MI ($7M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Local 2138 U.S.W.a. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 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 391240543.

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.