401(k) · DOL Form 5500 · 2022

Englewood Marketing Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
196
Participants Below avg headcount
67th
Percentile by assets National rank
$55,913
Avg per participant Low balance/head
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Official DOL plan name: Englewood Marketing Group 401(k) Plan · Sponsored by Englewood Marketing Group, Inc. · Wisconsin · Wholesale Trade

$11M in assets, 196 participants

Englewood Marketing Group, Inc.'s Englewood Marketing Group 401(k) Plan reported $11M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,082 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Englewood Marketing Group 401(k) Plan covers 196 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#4,082
in Wholesale Trade (6,843 peers)
-13.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Englewood Marketing Group 401(k) Plan's outsized position by total assets

Englewood Marketing Group 401(k) Plan vs every filed plan by assets

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

$10,958,903 Top 33% higher than 67% 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

Englewood Marketing Group 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. Englewood Marketing Group 401(k) Plan sits mid-pack in the medium band (196 participants).

DOL schedule card

Filing strip 391846432 · Englewood Marketing Group, Inc. PY 2022 · 401(k)

Englewood Marketing Group 401(k) Plan · $11M · 196 · 67th

  • ASSETS $11M
  • ASSETS 196
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near Tb Philly, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #4082

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 →

Englewood Marketing Group 401(k) Plan in the asset neighbourhood

Englewood Marketing Group 401(k) PlanEnglewood Marketing Group 40…$11MTb Philly, Inc. 401(k) Profit Sharing PlanTb Philly, Inc. 401(k) Profi…$11MEquitas Health 401(k) Plan and Profit Sharing PlanEquitas Health 401(k) Plan a…$11MMedical Anesthesia Associates 401(k) PlanMedical Anesthesia Associate…$11MTelecom Technicians Inc. 401(k) PlanTelecom Technicians Inc. 401…$11M
End-of-year total assets ($M) among Englewood Marketing Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN391846432
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Englewood Marketing Group, Inc.)

Sponsor-wide plan assets over time

All Englewood Marketing Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.848658027176624% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11M $12.5M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 196 $11M
2023 1 164 $13M
2024 1 187 $12M

Nearby 401(k) Plans in Wisconsin

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

Englewood Marketing Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Englewood Marketing Group 401(k) Plan, Total assets ($B): 0.010958903 · Participants: 196Englewood Marketing Group 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
Englewood Marketing Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Englewood Marketing Group 401(k) Plan side-by-side with 3 peers →

Englewood Marketing Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tb Philly, Inc. 401(k) Profit Sharing Plan in PA ($11M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Englewood Marketing Group 401(k) Plan assets move in 2022? ▼
Englewood Marketing Group 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Englewood Marketing Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Englewood Marketing Group, Inc.'s sponsor-wide assets grew 13.8%, from $11M to $12M.
Which 401(k) plans are similar in size to Englewood Marketing Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tb Philly, Inc. 401(k) Profit Sharing Plan in PA ($11M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Englewood Marketing Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants, $3M 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 391846432.

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.