401(k) · DOL Form 5500 · 2022

Employee Benefits Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
171
Participants Small participant base
75th
Percentile by assets National rank
$99,672
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Benefits Corporation 401(k) Plan and Trust · Sponsored by Employee Benefits Corporation · Wisconsin · Finance & Insurance

$17M in assets, 171 participants

Employee Benefits Corporation's Employee Benefits Corporation 401(k) Plan and Trust reported $17M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,589 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Employee Benefits Corporation 401(k) Plan and Trust covers 171 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#5,589
in Finance & Insurance (9,261 peers)
-15.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefits Corporation 401(k) Plan and Trust's outsized position by total assets

Employee Benefits Corporation 401(k) Plan and Trust vs every filed plan by assets

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

$17,043,867 Top 25% higher than 75% 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

Employee Benefits Corporation 401(k) Plan and Trust 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. Employee Benefits Corporation 401(k) Plan and Trust sits mid-pack in the medium band (171 participants).

Form 5500 schedule snapshot

Filing strip 392044064 · Employee Benefits Corporation PY 2022 · 401(k)

Employee Benefits Corporation 401(k) Plan and Trust · $17M · 171 · 75th

  • IND $17M
  • IND 171
  • IND 75th
  • IND 401(k)
  • IND near Klein Foods, Inc. 401(k) Plan
  • IND ind #5589

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Employee Benefits Corporation 401(k) Plan and Trust in the asset neighbourhood

Manchester Urology Associates, P. a. Profit Sharing Plan and TrustManchester Urology Associate…$17MEmployee Benefits Corporation 401(k) Plan and TrustEmployee Benefits Corporatio…$17MKlein Foods, Inc. 401(k) Plan$17MThe Csi Companies, Inc. 401(k) Profit Sharing Plan and TrustThe Csi Companies, Inc. 401(…$17MInstrument LLC 401(k) Profit Sharing PlanInstrument LLC 401(k) Profit…$17M
End-of-year total assets ($M) among Employee Benefits Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN392044064
Plan Effective Date1984-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Benefits Corporation)

Sponsor-wide plan assets over time

All Employee Benefits Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$127M 71.93699158849728% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $74.1M $127M ▲ +71.9%
Year Plans Participants Total Assets
2022 2 305 $74M
2023 2 314 $79M
2024 3 448 $127M

Nearby 401(k) Plans in Wisconsin

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

Employee Benefits Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Employee Benefits Corporation 401(k) Plan and Trust, Total assets ($B): 0.017043867 · Participants: 171Employee Benefits Corporation 401(k) Plan and TrustJohnson 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
Employee Benefits Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Employee Benefits Corporation 401(k) Plan and Trust side-by-side with 3 peers →

Employee Benefits Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Klein Foods, Inc. 401(k) Plan in CA ($17M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Employee Benefits Corporation 401(k) Plan and Trust assets move in 2022? ▼
Employee Benefits Corporation 401(k) Plan and Trust declined sharply - down 15.9% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Employee Benefits Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Benefits Corporation's sponsor-wide assets grew 71.9%, from $74M to $127M.
Where does Employee Benefits Corporation 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Employee Benefits Corporation 401(k) Plan and Trust ranks in the 75th 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 Employee Benefits Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Klein Foods, Inc. 401(k) Plan in CA ($17M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefits Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 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 392044064.

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.