401(k) · DOL Form 5500 · 2023

GENUS 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,067
Participants Near avg headcount
92nd
Percentile by assets National rank
$99,955
Avg per participant Below avg balance/head
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Official DOL plan name: Genus 401(k) Plan · Sponsored by GENUS · Wisconsin · Agriculture, Forestry & Fishing

$107M in assets, 1,067 participants

GENUS's Genus 401(k) Plan reported $107M in total assets and 1,067 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #1,244 in Agriculture, Forestry & Fishing (1,288 peers)

Where Genus 401(k) Plan sits by assets

Genus 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 1,067 participants (~$99,955/participant), up 16.0% in 2023.

#1,244
in Agriculture, Forestry & Fishing (1,288 peers)
+16.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Genus 401(k) Plan's outsized position by total assets

Genus 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$106,651,931 Top 8% higher than 92% of 127,068 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 2023

Genus 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Genus 401(k) Plan lands in the large band (1,067 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Genus 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Genus 401(k) Plan reported participants fell from 1,223 in the plan year 2022 filing to 1,067 in the plan year 2023 filing.
  • Genus 401(k) Plan end-of-year assets rose from $105M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391256773 · GENUS PY 2023 · 401(k)

Genus 401(k) Plan · $107M · 1,067 · 92nd

  • TYPE $107M
  • NET 1,067
  • BOOK 92nd
  • VS-ST 401(k)
  • BOY near Bergey's Incorporated 401(k) Profit Sharing Plan
  • SCH ind #1244

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Genus 401(k) Plan in the asset neighbourhood

Anesthesia Services, P.a. 401(k) Profit Sharing PlanAnesthesia Services, P.a. 40…$107MGenus 401(k) Plan$107MBergey's Incorporated 401(k) Profit Sharing PlanBergey's Incorporated 401(k)…$107MHoshizaki USA Holdings, Inc. Retirement PlanHoshizaki USA Holdings, Inc.…$107MGrand View Hospital 403(b) PlanGrand View Hospital 403(b) P…$107M
End-of-year total assets ($M) among Genus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$107M
Net Income$15M
Employer EIN391256773
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GENUS)

Sponsor-wide plan assets over time

All GENUS plans reported in each filing year

Latest sponsor-wide plan assets
$141M 34.29623780052229% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $105M $141M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 1,223 $105M
2023 2 2,324 $234M
2024 1 1,269 $141M

Nearby 401(k) Plans in Wisconsin

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

Genus 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Genus 401(k) Plan, Total assets ($B): 0.106651931 · Participants: 1067Genus 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Genus 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Genus 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Bergey's Incorporated 401(k) Profit Sharing Plan in PA ($107M); by covered participants it is D & W Fine Pack LLC 401(k) Plan in IL (1,067 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,067 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Genus 401(k) Plan assets move in 2023? ▼
Genus 401(k) Plan grew sharply - up 16.0% during 2023, from $92M to $107M. Reported net income was $15M.
How have GENUS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), GENUS's sponsor-wide assets grew 34.3%, from $105M to $141M.
Where does Genus 401(k) Plan rank by assets among Form 5500 filers? ▼
Genus 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Genus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bergey's Incorporated 401(k) Profit Sharing Plan in PA ($107M, 1,471 participants).
Which 401(k) plans cover a similar participant headcount to Genus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D & W Fine Pack LLC 401(k) Plan in IL (1,067 participants, $48M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391256773.

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.