401(k) · DOL Form 5500 · 2022

Emmi Roth USA, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
282
Participants Below avg headcount
77th
Percentile by assets National rank
$68,198
Avg per participant Below avg balance/head
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Official DOL plan name: Emmi Roth USA 401(k) Plan · Sponsored by Emmi Roth USA, Inc. · Wisconsin · Manufacturing

$19M in assets, 282 participants

Emmi Roth USA, Inc.'s Emmi Roth USA 401(k) Plan reported $19M in total assets and 282 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,891 in Manufacturing (20,602 peers)

Where Emmi Roth USA 401(k) Plan sits by assets

Emmi Roth USA 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 282 participants (~$68,198/participant), down 10.2% in 2022.

#13,891
in Manufacturing (20,602 peers)
-10.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emmi Roth USA 401(k) Plan's outsized position by total assets

Emmi Roth USA 401(k) Plan vs every filed plan by assets

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

$19,231,759 Top 23% higher than 77% 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

Emmi Roth USA 401(k) 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. Emmi Roth USA 401(k) Plan sits mid-pack in the medium band (282 participants).

Plan-year Form 5500 strip

Filing strip 391666423 · Emmi Roth USA, Inc. PY 2022 · 401(k)

Emmi Roth USA 401(k) Plan · $19M · 282 · 77th

  • RANK $19M
  • PHOTO 282
  • IND 77th
  • EOY 401(k)
  • 5500 near Envisioneering, Inc. 401(k) Retirement Plan
  • ASSETS ind #13891

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 Manufacturing retirement plans → · Plans in Wisconsin →

Emmi Roth USA 401(k) Plan in the asset neighbourhood

Emmi Roth USA 401(k) Plan$19MEnvisioneering, Inc. 401(k) Retirement PlanEnvisioneering, Inc. 401(k) …$19MGeorge & Lynch 401(k) Profit Sharing PlanGeorge & Lynch 401(k) Profit…$19MSsp America, Inc. 401(k) Savings PlanSsp America, Inc. 401(k) Sav…$19MNova 401(k) Plan$19M
End-of-year total assets ($M) among Emmi Roth USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN391666423
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emmi Roth USA, Inc.)

Sponsor-wide plan assets over time

All Emmi Roth USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 56.77608064868117% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.2M $30.2M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 282 $19M
2023 1 308 $25M
2024 1 340 $30M

Nearby 401(k) Plans in Wisconsin

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

Emmi Roth USA 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Emmi Roth USA 401(k) Plan, Total assets ($B): 0.019231759 · Participants: 282Emmi Roth USA 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
Emmi Roth USA 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Emmi Roth USA 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Envisioneering, Inc. 401(k) Retirement Plan in VA ($19M); by covered participants it is Magic Memories Employee Retirement Plan in CO (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Emmi Roth USA 401(k) Plan assets move in 2022? ▼
Emmi Roth USA 401(k) Plan pulled back noticeably - down 10.2% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Emmi Roth USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emmi Roth USA, Inc.'s sponsor-wide assets grew 56.8%, from $19M to $30M.
Where does Emmi Roth USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Emmi Roth USA 401(k) Plan ranks in the 77th 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 Emmi Roth USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Envisioneering, Inc. 401(k) Retirement Plan in VA ($19M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Emmi Roth USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magic Memories Employee Retirement Plan in CO (282 participants, $2M 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 391666423.

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.