401(k) · DOL Form 5500 · 2022

Wipfli LLP 401(k) Plan

Data updated 2026-08-11

$634M
Total assets
2,412
Participants
98th
Percentile by assets
$262,898
Avg per participant
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Official DOL plan name: Wipfli LLP 401(k) Profit Sharing Plan · Sponsored by Wipfli LLP · Wisconsin · Professional & Technical Services

$634M in assets, 2,412 participants

Wipfli LLP's Wipfli LLP 401(k) Profit Sharing Plan reported $634M in total assets and 2,412 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #21,319 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Wipfli LLP 401(k) Profit Sharing Plan covers 2,412 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $634M.

$634M
total plan assets (2022 EOY)
2,412
covered participants
98th
percentile by assets (of 139,126 plans)
$262,898
avg assets per participant

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Wipfli LLP 401(k) Profit Sharing Plan reports 2,412 participants - 4.3x that state average ($634M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$621M
Net Assets (End of Year)$634M
Net Income$13M
Employer EIN390758449
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wipfli LLP)

$600M$700M$800M$900M 202220232024 $634M $811M ▲ +27.8%
Total plan assets by year, all Wipfli LLP plans on file
Year Plans Participants Total Assets
2022 1 2,412 $634M
2023 1 2,377 $752M
2024 1 2,438 $811M

Nearby 401(k) Plans in Wisconsin

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

Wipfli LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Wipfli LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0246 Total assets ($B) Participants Wipfli LLP 401(k) Pr…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
Wipfli LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wipfli LLP 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Wipfli LLP 401(k) Profit Sharing Plan assets move in 2022?
Wipfli LLP 401(k) Profit Sharing Plan edged up modestly - up 2.1% during 2022, from $621M to $634M. Reported net income was $13M.
How have Wipfli LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Wipfli LLP's sponsor-wide assets grew 27.8%, from $634M to $811M.
Where does Wipfli LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Wipfli LLP 401(k) Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wipfli LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is American Fidelity Companies Employee Savings Plan in OK ($634M, 3,268 participants).

Filing takeaways

Ways to act on Wipfli LLP 401(k) Profit Sharing Plan's numbers.