401(k) · DOL Form 5500 · 2022

Ho-Chunk Nation 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
1,954
Participants Near avg headcount
90th
Percentile by assets National rank
$32,270
Avg per participant Low balance/head
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Official DOL plan name: Ho-Chunk Nation 401(k) Plan & Trust · Sponsored by Ho-Chunk Nation · Wisconsin · Arts, Entertainment & Recreation

$63M in assets, 1,954 participants

Ho-Chunk Nation's Ho-Chunk Nation 401(k) Plan & Trust reported $63M in total assets and 1,954 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,912 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Wisconsin

Ho-Chunk Nation 401(k) Plan & Trust covers 1,954 participants in Wisconsin, 3.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $63M.

#2,912
in Arts, Entertainment & Recreation (3,077 peers)
+14.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ho-Chunk Nation 401(k) Plan & Trust's outsized position by total assets

Ho-Chunk Nation 401(k) Plan & Trust vs every filed plan by assets

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

$63,055,971 Top 10% higher than 90% 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

Ho-Chunk Nation 401(k) Plan & Trust'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. Ho-Chunk Nation 401(k) Plan & Trust lands in the large band (1,954 participants).

Form 5500 schedule snapshot

Filing strip 391140880 · Ho-Chunk Nation PY 2022 · 401(k)

Ho-Chunk Nation 401(k) Plan & Trust · $63M · 1,954 · 90th

  • PHOTO $63M
  • IND 1,954
  • EOY 90th
  • 5500 401(k)
  • ASSETS near Zirkle Fruit Company 401(k) Profit Sharing Plan
  • PCT ind #2912

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 Arts, Entertainment & Recreation retirement plans → · Plans in Wisconsin →

Ho-Chunk Nation 401(k) Plan & Trust in the asset neighbourhood

Delve Holdings, Inc. 401(k) PlanDelve Holdings, Inc. 401(k) …$63MHo-Chunk Nation 401(k) Plan & TrustHo-Chunk Nation 401(k) Plan …$63MZirkle Fruit Company 401(k) Profit Sharing PlanZirkle Fruit Company 401(k) …$63MFrandsen Financial Corporation Tax Deferred Savings and Profit Sharing PlanFrandsen Financial Corporati…$63MSafebuilt 401(k) Plan$63M
End-of-year total assets ($M) among Ho-Chunk Nation 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$63M
Net Income$8M
Employer EIN391140880
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ho-Chunk Nation)

Sponsor-wide plan assets over time

All Ho-Chunk Nation plans reported in each filing year

Latest sponsor-wide plan assets
$86M 35.67792493434127% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.1M $85.6M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 1,954 $63M
2023 1 2,190 $72M
2024 1 2,234 $86M

Nearby 401(k) Plans in Wisconsin

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

Ho-Chunk Nation 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants Ho-Chunk Nation 401(k) Plan & Trust, Total assets ($B): 0.063055971 · Participants: 1954Ho-Chunk Nation 401(k) Plan & TrustJohnson 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
Ho-Chunk Nation 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Ho-Chunk Nation 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Zirkle Fruit Company 401(k) Profit Sharing Plan in WA ($63M); by covered participants it is First Midwest Bancorp,Inc. Savings and Profit Sharing Plan in IN (1,954 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,954 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 Ho-Chunk Nation 401(k) Plan & Trust assets move in 2022?
Ho-Chunk Nation 401(k) Plan & Trust grew at a solid clip - up 14.2% during 2022, from $55M to $63M. Reported net income was $8M.
How have Ho-Chunk Nation plan assets changed over time?
Across 3 plan years on file (2022-2024), Ho-Chunk Nation's sponsor-wide assets grew 35.7%, from $63M to $86M.
Where does Ho-Chunk Nation 401(k) Plan & Trust rank by assets among Form 5500 filers?
Ho-Chunk Nation 401(k) Plan & Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ho-Chunk Nation 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Zirkle Fruit Company 401(k) Profit Sharing Plan in WA ($63M, 2,056 participants).
Which 401(k) plans cover a similar participant headcount to Ho-Chunk Nation 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is First Midwest Bancorp,Inc. Savings and Profit Sharing Plan in IN (1,954 participants, N/A in assets).