401(k) · DOL Form 5500 · 2022

Von Briesen & Roper, S.C. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
351
Participants Below avg headcount
94th
Percentile by assets National rank
$382,871
Avg per participant High balance/head
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Official DOL plan name: Von Briesen & Roper S.C.401(k) Profit Sharing Plan · Sponsored by Von Briesen & Roper, S.C. · Wisconsin · Professional & Technical Services

$134M in assets, 351 participants

Von Briesen & Roper, S.C.'s Von Briesen & Roper S.C.401(k) Profit Sharing Plan reported $134M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,540 in Professional & Technical Services (21,562 peers)

Where Von Briesen & Roper S.C.401(k) Profit Sharing Plan sits by assets

Von Briesen & Roper S.C.401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $134M for 351 participants (~$382,871/participant), down 19.7% in 2022.

#20,540
in Professional & Technical Services (21,562 peers)
-19.7%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Von Briesen & Roper S.C.401(k) Profit Sharing Plan's outsized position by total assets

Von Briesen & Roper S.C.401(k) Profit Sharing Plan vs every filed plan by assets

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

$134,387,757 Top 6% higher than 94% 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

Von Briesen & Roper S.C.401(k) Profit Sharing 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. Von Briesen & Roper S.C.401(k) Profit Sharing Plan sits mid-pack in the medium band (351 participants).

DOL schedule card

Filing strip 391576289 · Von Briesen & Roper, S.C. PY 2022 · 401(k)

Von Briesen & Roper S.C.401(k) Profit Sharing Plan · $134M · 351 · 94th

  • IND $134M
  • IND 351
  • IND 94th
  • IND 401(k)
  • IND near Luck Stone Corporation 401(k) Plan
  • IND ind #20540

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 →

Von Briesen & Roper S.C.401(k) Profit Sharing Plan in the asset neighbourhood

Liskow and Lewis Retirement Plan and TrustLiskow and Lewis Retirement …$134MVon Briesen & Roper S.C.401(k) Profit Sharing PlanVon Briesen & Roper S.C.401(…$134MLuck Stone Corporation 401(k) PlanLuck Stone Corporation 401(k…$134MHarte Hanks Investment Plus PlanHarte Hanks Investment Plus …$134MAtlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing PlanAtlantic Corporation of Wilm…$134M
End-of-year total assets ($M) among Von Briesen & Roper S.C.401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$134M
Net Income-$33M
Employer EIN391576289
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Von Briesen & Roper, S.C.)

Sponsor-wide plan assets over time

All Von Briesen & Roper, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$171M 27.4290745101133% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $134M $171M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 351 $134M
2023 1 316 $149M
2024 1 299 $171M

Nearby 401(k) Plans in Wisconsin

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

Von Briesen & Roper S.C.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 ($B) Participants Von Briesen & Roper S.C.401(k) Profit Sharing Plan, Total assets ($B): 0.134387757 · Participants: 351Von Briesen & Roper S.C.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
Von Briesen & Roper S.C.401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Von Briesen & Roper S.C.401(k) Profit Sharing Plan side-by-side with 3 peers →

Von Briesen & Roper S.C.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 Luck Stone Corporation 401(k) Plan in VA ($134M); by covered participants it is Natrol 401(k) Profit Sharing Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Von Briesen & Roper S.C.401(k) Profit Sharing Plan assets move in 2022? ▼
Von Briesen & Roper S.C.401(k) Profit Sharing Plan declined sharply - down 19.7% during 2022, from $167M to $134M. Reported net income was -$33M.
How have Von Briesen & Roper, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Von Briesen & Roper, S.C.'s sponsor-wide assets grew 27.4%, from $134M to $171M.
Where does Von Briesen & Roper S.C.401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Von Briesen & Roper S.C.401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Von Briesen & Roper S.C.401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luck Stone Corporation 401(k) Plan in VA ($134M, 929 participants).
Which 401(k) plans cover a similar participant headcount to Von Briesen & Roper S.C.401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natrol 401(k) Profit Sharing Plan in CA (351 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 391576289.

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.