401(k) · DOL Form 5500 · 2022

Wipfli LLP 401(k) Plan

Data updated 2026-08-25

$634M
Total assets Above avg plan size
2,412
Participants Above avg headcount
98th
Percentile by assets National rank
$262,898
Avg per participant High balance/head
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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.

  • #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.

#21,319
in Professional & Technical Services (21,562 peers)
+2.1%
assets growth YoY
6.4×
vs typical plan assets (national mean)

Wipfli LLP 401(k) Profit Sharing Plan's outsized position by total assets

Wipfli LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$634,109,979 Top 2% higher than 98% 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

Wipfli LLP 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wipfli LLP 401(k) Profit Sharing Plan lands in the large band (2,412 participants).

Plan-year Form 5500 strip

Filing strip 390758449 · Wipfli LLP PY 2022 · 401(k)

Wipfli LLP 401(k) Profit Sharing Plan · $634M · 2,412 · 98th

  • EOY $634M
  • 5500 2,412
  • ASSETS 98th
  • PCT 401(k)
  • EIN near American Fidelity Companies Employee Savings Plan
  • RANK ind #21319

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 →

Wipfli LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Wipfli LLP 401(k) Profit Sharing PlanWipfli LLP 401(k) Profit Sha…$634MAmerican Fidelity Companies Employee Savings PlanAmerican Fidelity Companies …$634MJ.M. Huber Coporation 401(k) Savings PlanJ.M. Huber Coporation 401(k)…$634MMks Instruments, Inc. Profit Sharing & 401(k) PlanMks Instruments, Inc. Profit…$633MAmsted Industries Incorporated Employees Capital Accumulation PlanAmsted Industries Incorporat…$633M
End-of-year total assets ($M) among Wipfli LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Wipfli LLP plans reported in each filing year

Latest sponsor-wide plan assets
$811M 27.848577983031554% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $634M $811M ▲ +27.8%
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 Scatter plot of 6 data points. 010000200003000040000 0246 Total assets ($B) Participants Wipfli LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.634109979 · Participants: 2412Wipfli LLP 401(k) Profit Sharing 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
Wipfli LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wipfli LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wipfli LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is American Fidelity Companies Employee Savings Plan in OK ($634M); by covered participants it is Carilion Clinic 401(k) Retirement Savings Plan in VA (2,411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,412 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 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).
Which 401(k) plans cover a similar participant headcount to Wipfli LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carilion Clinic 401(k) Retirement Savings Plan in VA (2,411 participants, $112M 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 390758449.

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.