401(k) · DOL Form 5500 · 2022

Complete Office, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
418
Participants Below avg headcount
79th
Percentile by assets National rank
$53,473
Avg per participant Low balance/head
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Official DOL plan name: Complete Office 401(k) Plan and Trust · Sponsored by Complete Office, LLC · Wisconsin · Retail Trade

$22M in assets, 418 participants

Complete Office, LLC's Complete Office 401(k) Plan and Trust reported $22M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #8,348 in Retail Trade (9,519 peers)

Where Complete Office 401(k) Plan and Trust sits by assets

Complete Office 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $22M for 418 participants (~$53,473/participant), down 17.2% in 2022.

#8,348
in Retail Trade (9,519 peers)
-17.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Complete Office 401(k) Plan and Trust's outsized position by total assets

Complete Office 401(k) Plan and Trust vs every filed plan by assets

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

$22,351,622 Top 21% higher than 79% 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

Complete Office 401(k) Plan and Trust 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. Complete Office 401(k) Plan and Trust sits mid-pack in the medium band (418 participants).

EBSA filing schedule strip

Filing strip 912197470 · Complete Office, LLC PY 2022 · 401(k)

Complete Office 401(k) Plan and Trust · $22M · 418 · 79th

  • PCT $22M
  • PCT 418
  • PCT 79th
  • PCT 401(k)
  • PCT near Questex LLC 401(k) Plan
  • PCT ind #8348

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 Retail Trade retirement plans → · Plans in Wisconsin →

Complete Office 401(k) Plan and Trust in the asset neighbourhood

Complete Office 401(k) Plan and TrustComplete Office 401(k) Plan …$22MQuestex LLC 401(k) Plan$22MEar, Nose & Throat Associates, P. C. Retirement Savings P & TEar, Nose & Throat Associate…$22MBulley and Andrews 401(k) Savings PlanBulley and Andrews 401(k) Sa…$22MGuarantee Electrical Company Employee Security Savings PlanGuarantee Electrical Company…$22M
End-of-year total assets ($M) among Complete Office 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN912197470
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Complete Office, LLC)

Sponsor-wide plan assets over time

All Complete Office, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 230.4448017240091% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $22.4M $73.9M ▲ +230.5%
Year Plans Participants Total Assets
2022 1 418 $22M
2023 1 380 $64M
2024 1 1,232 $74M

Nearby 401(k) Plans in Wisconsin

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

Complete Office 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Complete Office 401(k) Plan and Trust, Total assets ($B): 0.022351622 · Participants: 418Complete Office 401(k) Plan and TrustJohnson 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
Complete Office 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Complete Office 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Questex LLC 401(k) Plan in MA ($22M); by covered participants it is Harborone 401(k) Plan in MA (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Complete Office 401(k) Plan and Trust assets move in 2022? ▼
Complete Office 401(k) Plan and Trust declined sharply - down 17.2% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Complete Office, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Complete Office, LLC's sponsor-wide assets grew 230.4%, from $22M to $74M.
Where does Complete Office 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Complete Office 401(k) Plan and Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Complete Office 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Questex LLC 401(k) Plan in MA ($22M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Complete Office 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Harborone 401(k) Plan in MA (418 participants, $79M 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 912197470.

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.