401(k) · DOL Form 5500 · 2022
GENUS 401(k) Plan
Data updated 2026-08-11
- $105M
- Total assets
- 1,223
- Participants
- 93rd
- Percentile by assets
- $85,837
- Avg per participant
Official DOL plan name: Genus 401(k) Plan · Sponsored by GENUS · Wisconsin · Agriculture, Forestry & Fishing
$105M in assets, 1,223 participants
GENUS's Genus 401(k) Plan reported $105M in total assets and 1,223 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #1,482 in Agriculture, Forestry & Fishing (1,523 peers)
Coverage in Wisconsin
Genus 401(k) Plan covers 1,223 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $105M.
- $105M
- total plan assets (2022 EOY)
- 1,223
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $85,837
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Genus 401(k) Plan reports 1,223 participants - 2.2x that state average ($105M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | -$20M |
| Employer EIN | 391256773 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (GENUS)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,223 | $105M |
| 2023 | 2 | 2,324 | $234M |
| 2024 | 1 | 1,269 | $141M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Genus 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Genus 401(k) Plan by total assets, not by location.
- American Dental Association Employees Savings and Retirement Plan (IL) $105M · 407
- Preformed Line Products Company Profit Sharing Plan (OH) $105M · 817
- Pebble Beach Company 401(k) Plan (CA) $105M · 1,691
- John Hancock Savings and Investment Plan (MA) $105M · 44
Frequently Asked Questions
How did Genus 401(k) Plan assets move in 2022? ▼
How have GENUS plan assets changed over time? ▼
Where does Genus 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Genus 401(k) Plan? ▼
Next read for Genus 401(k) Plan
Filing takeaways
Ways to act on Genus 401(k) Plan's numbers.
- By total assets, Genus 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- GENUS's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans