401(k) · DOL Form 5500 · 2022

Elizabeth Residence, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
107
Participants Small participant base
42nd
Percentile by assets National rank
$30,436
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elizabeth Residence & Co. 401(k) Plan · Sponsored by Elizabeth Residence, Inc. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 107 participants

Elizabeth Residence, Inc.'s Elizabeth Residence & Co. 401(k) Plan reported $3M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,247 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Elizabeth Residence & Co. 401(k) Plan covers 107 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#9,247
in Healthcare & Social Assistance (20,060 peers)
-22.5%
assets change YoY

The plan reported a net loss of $943K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elizabeth Residence & Co. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Elizabeth Residence & Co. 401(k) Plan vs every filed plan by assets

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

$3,256,629 42nd percentile higher than 42% 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

Elizabeth Residence & Co. 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. Elizabeth Residence & Co. 401(k) Plan sits mid-pack in the medium band (107 participants).

DOL schedule card

Filing strip 392024850 · Elizabeth Residence, Inc. PY 2022 · 401(k)

Elizabeth Residence & Co. 401(k) Plan · $3M · 107 · 42nd

  • EIN $3M
  • EIN 107
  • EIN 42nd
  • EIN 401(k)
  • EIN near Propak Logistics, LLC 401(k) Retirement Plan
  • EIN ind #9247

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Elizabeth Residence & Co. 401(k) Plan in the asset neighbourhood

Elizabeth Residence & Co. 401(k) PlanElizabeth Residence & Co. 40…$3MPropak Logistics, LLC 401(k) Retirement PlanPropak Logistics, LLC 401(k)…$3MTerra Momo Restaurant Group LLC 401(k) PlanTerra Momo Restaurant Group …$3MSpecialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing PlanSpecialty Machines, Inc. and…$3MQualified Plan Administrators, Inc. 401(k) PlanQualified Plan Administrator…$3M
End-of-year total assets ($M) among Elizabeth Residence & Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$943K
Employer EIN392024850
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elizabeth Residence, Inc.)

Sponsor-wide plan assets over time

All Elizabeth Residence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.451910242155307% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.26M $4.05M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 107 $3M
2023 1 93 $4M

Nearby 401(k) Plans in Wisconsin

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

Elizabeth Residence & Co. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Elizabeth Residence & Co. 401(k) Plan, Total assets ($B): 0.003256629 · Participants: 107Elizabeth Residence & Co. 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
Elizabeth Residence & Co. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Elizabeth Residence & Co. 401(k) Plan side-by-side with 3 peers →

Elizabeth Residence & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Propak Logistics, LLC 401(k) Retirement Plan in AR ($3M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Elizabeth Residence & Co. 401(k) Plan assets move in 2022? ▼
Elizabeth Residence & Co. 401(k) Plan declined sharply - down 22.5% during 2022, from $4M to $3M. Reported net income was -$943K.
How have Elizabeth Residence, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Elizabeth Residence, Inc.'s sponsor-wide assets grew 24.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Elizabeth Residence & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Propak Logistics, LLC 401(k) Retirement Plan in AR ($3M, 511 participants).
Which 401(k) plans cover a similar participant headcount to Elizabeth Residence & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, 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 392024850.

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.