401(k) · DOL Form 5500 · 2022
Geneva Supply, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 28th
- Percentile by assets National rank
- $5,543
- Avg per participant Low balance/head
Official DOL plan name: Geneva Supply 401(k) Plan · Sponsored by Geneva Supply, Inc. · Wisconsin · Wholesale Trade
$1M in assets, 233 participants
Geneva Supply, Inc.'s Geneva Supply 401(k) Plan reported $1M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #1,131 in Wholesale Trade (6,843 peers)
Coverage in Wisconsin
Geneva Supply 401(k) Plan covers 233 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $1M.
- #1,131
- in Wholesale Trade (6,843 peers)
- +27.4%
- assets growth YoY
Geneva Supply 401(k) Plan among the smaller filed plans by assets
Geneva Supply 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,291,510 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Geneva Supply 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. Geneva Supply 401(k) Plan sits mid-pack in the medium band (233 participants).
Published 5500 schedule card
Filing strip 270992155 · Geneva Supply, Inc. PY 2022 · 401(k)
Geneva Supply 401(k) Plan · $1M · 233 · 28th
- PART $1M
- TYPE 233
- NET 28th
- BOOK 401(k)
- VS-ST near The Shared Living Collaborative 403(b) Plan
- BOY ind #1131
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Geneva Supply 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $278K |
| Employer EIN | 270992155 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Geneva Supply, Inc.)
Sponsor-wide plan assets over time
All Geneva Supply, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 173.0559577548761% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $1M |
| 2023 | 1 | 220 | $2M |
| 2024 | 1 | 283 | $4M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Geneva Supply 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Shared Living Collaborative 403(b) Plan in MA ($1M); by covered participants it is Oak Ridge 401(k) Plan in IN (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- Oak Ridge 401(k) Plan (IN) 233 · 0 off
- Earth Friendly Products 401(k) Plan (IL) 233 · 0 off
- Hardesty Concrete Retirement Savings Plan (VA) 233 · 0 off
- Ndc Asset Management, LLC 401(k) Plan (FL) 233 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.