401(k) · DOL Form 5500 · 2022

Compass Performance Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$171K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$171,279
Avg per participant Above avg balance/head
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Official DOL plan name: Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan · Sponsored by Compass Performance Consulting, Inc. · Wisconsin · Professional & Technical Services

$171K in assets, 1 participants

Compass Performance Consulting, Inc.'s Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan reported $171K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,714 in Professional & Technical Services (21,562 peers)

Compass Performance Consulting, Inc. multi-year trail

Compass Performance Consulting, Inc.'s plans moved -59.2% in assets from 2022 to 2024; this filing shows Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan at $171K / 1 participant.

#1,714
in Professional & Technical Services (21,562 peers)
$171K
reported net income

Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$171,279 9th percentile higher than 9% 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

Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 873965750 · Compass Performance Consulting, Inc. PY 2022 · 401(k)

Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan · $171K · 1 · 9th

  • SCH $171K
  • SCH 1
  • SCH 9th
  • SCH 401(k)
  • SCH near Tri-Valley Business Advisors, Inc 401(k) Plan
  • SCH ind #1714

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Compass Performance Consulting, Inc. 401(k) Profit Sharing PlanCompass Performance Consulti…$171KTri-Valley Business Advisors, Inc 401(k) PlanTri-Valley Business Advisors…$171K2 Ya Retirement Plan$171KAll Good Health Corporation 401(k) Profit Sharing PlanAll Good Health Corporation …$171KForiest Holdings Incorporated 401(k) Profit Sharing PlanForiest Holdings Incorporate…$171K
End-of-year total assets ($M) among Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Compass Performance Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Compass Performance Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70K 59.15786523741965% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.17M $0.07M ▼ -58.8%
Year Plans Participants Total Assets
2022 1 1 $171K
2023 1 1 $172K
2024 1 1 $70K

Compass Performance Consulting, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$171K
Net Income$171K
Employer EIN873965750
Plan Effective Date2022-01-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000171279 · Participants: 1Compass Performance Consulting, Inc. 401(k) Profit Sharing 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
Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tri-Valley Business Advisors, Inc 401(k) Plan in CA ($171K); by covered participants it is Steven a Root Enterprises, Inc. 401 K Plan in IA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 have Compass Performance Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Performance Consulting, Inc.'s sponsor-wide assets declined 59.2%, from $171K to $70K.
Where does Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri-Valley Business Advisors, Inc 401(k) Plan in CA ($171K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Compass Performance Consulting, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steven a Root Enterprises, Inc. 401 K Plan in IA (1 participant, 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 873965750.

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.