401(k) · DOL Form 5500 · 2022

GENUS 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
1,223
Participants Near avg headcount
93rd
Percentile by assets National rank
$85,837
Avg per participant Below avg balance/head
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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.

  • #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.

#1,482
in Agriculture, Forestry & Fishing (1,523 peers)
-15.8%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

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

Genus 401(k) Plan vs every filed plan by assets

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

$104,978,777 Top 7% higher than 93% 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

Genus 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Genus 401(k) Plan lands in the large band (1,223 participants).

Form 5500 schedule snapshot

Filing strip 391256773 · GENUS PY 2022 · 401(k)

Genus 401(k) Plan · $105M · 1,223 · 93rd

  • EIN $105M
  • EIN 1,223
  • EIN 93rd
  • EIN 401(k)
  • EIN near American Dental Association Employees Savings and Retirement Plan
  • EIN ind #1482

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Genus 401(k) Plan in the asset neighbourhood

Genus 401(k) Plan$105MAmerican Dental Association Employees Savings and Retirement PlanAmerican Dental Association …$105MPreformed Line Products Company Profit Sharing PlanPreformed Line Products Comp…$105MPebble Beach Company 401(k) PlanPebble Beach Company 401(k) …$105MJohn Hancock Savings and Investment PlanJohn Hancock Savings and Inv…$105M
End-of-year total assets ($M) among Genus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$105M
Net Income-$20M
Employer EIN391256773
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GENUS)

Sponsor-wide plan assets over time

All GENUS plans reported in each filing year

Latest sponsor-wide plan assets
$141M 34.29623780052229% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $105M $141M ▲ +34.3%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Genus 401(k) Plan, Total assets ($B): 0.104978777 · Participants: 1223Genus 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
Genus 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Genus 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is American Dental Association Employees Savings and Retirement Plan in IL ($105M); by covered participants it is University Healthcare Alliance 401(k) Plan in CA (1,223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,223 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 Genus 401(k) Plan assets move in 2022? ▼
Genus 401(k) Plan declined sharply - down 15.8% during 2022, from $125M to $105M. Reported net income was -$20M.
How have GENUS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), GENUS's sponsor-wide assets grew 34.3%, from $105M to $141M.
Where does Genus 401(k) Plan rank by assets among Form 5500 filers? ▼
Genus 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Genus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Dental Association Employees Savings and Retirement Plan in IL ($105M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Genus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Healthcare Alliance 401(k) Plan in CA (1,223 participants, $73M 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 391256773.

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.