401(k) · DOL Form 5500 · 2022
A.B. Data, Ltd. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 255
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $60,695
- Avg per participant Low balance/head
Official DOL plan name: A.B. Data Group Retirement and Savings Plan · Sponsored by A.B. Data, Ltd. · Wisconsin · Professional & Technical Services
$15M in assets, 255 participants
A.B. Data, Ltd.'s A.B. Data Group Retirement and Savings Plan reported $15M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,684 in Professional & Technical Services (21,562 peers)
Coverage in Wisconsin
A.B. Data Group Retirement and Savings Plan covers 255 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.
- #15,684
- in Professional & Technical Services (21,562 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $289K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A.B. Data Group Retirement and Savings Plan's outsized position by total assets
A.B. Data Group Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,477,237 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
A.B. Data Group Retirement and Savings 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. A.B. Data Group Retirement and Savings Plan sits mid-pack in the medium band (255 participants).
Plan-year Form 5500 strip
Filing strip 391398000 · A.B. Data, Ltd. PY 2022 · 401(k)
A.B. Data Group Retirement and Savings Plan · $15M · 255 · 73rd
- ASSETS $15M
- PCT 255
- EIN 73rd
- RANK 401(k)
- PHOTO near Cherokee Town & Country Club 401(k) Retirement Plan
- IND ind #15684
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 →
A.B. Data Group Retirement and Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$289K |
| Employer EIN | 391398000 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A.B. Data, Ltd.)
Sponsor-wide plan assets over time
All A.B. Data, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 43.210645414294554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $15M |
| 2023 | 1 | 270 | $19M |
| 2024 | 1 | 273 | $22M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
A.B. Data Group Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Cherokee Town & Country Club 401(k) Retirement Plan in GA ($15M); by covered participants it is Lincoln Manufacturing 401(k) Plan in TX (255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Cherokee Town & Country Club 401(k) Retirement Plan (GA) $15M · 302
- Royal United Mortgage LLC 401(k) Plan (IN) $15M · 388
- The Time Group 401(k) Plan (MD) $15M · 338
- Limetree Bay Terminals, LLC 401(k) Plan (VI) $15M · 165
Similar participant headcount
Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.
- Lincoln Manufacturing 401(k) Plan (TX) 255 · 0 off
- Hickory Foods, Inc. 401(k) Plan (FL) 255 · 0 off
- Berrodin Co. 401(k) Plan (PA) 255 · 0 off
- American Spraytech 401(k) (NJ) 255 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.