401(k) · DOL Form 5500 · 2022

Bartolotta Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
341
Participants Below avg headcount
37th
Percentile by assets National rank
$7,160
Avg per participant Low balance/head
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Official DOL plan name: Bartolotta Management Group 401(k) Plan · Sponsored by Bartolotta Management Group, Inc. · Wisconsin · Food Services & Accommodation

$2M in assets, 341 participants

Bartolotta Management Group, Inc.'s Bartolotta Management Group 401(k) Plan reported $2M in total assets and 341 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,319 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Bartolotta Management Group 401(k) Plan ranks #3,319 of 4,592 2022 filers by assets (801% of the sector average)-$2M for 341 participants.

#3,319
in Food Services & Accommodation (4,592 peers)
-20.4%
assets change YoY

The plan reported a net loss of $625K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bartolotta Management Group 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Bartolotta Management Group 401(k) Plan vs every filed plan by assets

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

$2,441,627 37th percentile higher than 37% 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

Bartolotta Management 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. Bartolotta Management Group 401(k) Plan sits mid-pack in the medium band (341 participants).

DOL schedule card

Filing strip 364664228 · Bartolotta Management Group, Inc. PY 2022 · 401(k)

Bartolotta Management Group 401(k) Plan · $2M · 341 · 37th

  • EOY $2M
  • EOY 341
  • EOY 37th
  • EOY 401(k)
  • EOY near Radiatronics Ndt, Inc. Profit Sharing Plan
  • EOY ind #3319

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Bartolotta Management Group 401(k) Plan in the asset neighbourhood

Bartolotta Management Group 401(k) PlanBartolotta Management Group …$2MRadiatronics Ndt, Inc. Profit Sharing PlanRadiatronics Ndt, Inc. Profi…$2MNative Energy & Technology, Inc. 401(k) Profit Sharing PlanNative Energy & Technology, …$2MRivo Holdings, LLC 401(k) PlanRivo Holdings, LLC 401(k) Pl…$2MAmos-Hill Associates, Inc. 401(k) PlanAmos-Hill Associates, Inc. 4…$2M
End-of-year total assets ($M) among Bartolotta Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$625K
Employer EIN364664228
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartolotta Management Group, Inc.)

Sponsor-wide plan assets over time

All Bartolotta Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.205673921528554% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.44M $3.01M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 341 $2M
2023 1 500 $3M
2024 1 413 $3M

Nearby 401(k) Plans in Wisconsin

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

Bartolotta Management Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bartolotta Management Group 401(k) Plan, Total assets ($B): 0.002441627 · Participants: 341Bartolotta Management 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
Bartolotta Management Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bartolotta Management Group 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Radiatronics Ndt, Inc. Profit Sharing Plan in KS ($2M); by covered participants it is Alpine 401(k) Plan in CO (341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (341 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 Bartolotta Management Group 401(k) Plan assets move in 2022? ▼
Bartolotta Management Group 401(k) Plan declined sharply - down 20.4% during 2022, from $3M to $2M. Reported net income was -$625K.
How have Bartolotta Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartolotta Management Group, Inc.'s sponsor-wide assets grew 23.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Bartolotta Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiatronics Ndt, Inc. Profit Sharing Plan in KS ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Bartolotta Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alpine 401(k) Plan in CO (341 participants, $212K 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 364664228.

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.