401(k) · DOL Form 5500 · 2023

Susan Sykes 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Susan R Sykes 401(k) Plan · Sponsored by Susan Sykes · Wisconsin · Professional & Technical Services

$1M in assets, 1 participants

Susan Sykes's Susan R Sykes 401(k) Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,600 in Professional & Technical Services (20,321 peers)

Susan Sykes multi-year trail

Susan Sykes's plans moved +39.4% in assets from 2022 to 2024; this filing shows Susan R Sykes 401(k) Plan at $1M / 1 participant.

#4,600
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY

Susan R Sykes 401(k) Plan among the smaller filed plans by assets

Susan R Sykes 401(k) Plan vs every filed plan by assets

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

$1,457,545 27th percentile higher than 27% 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

Susan R Sykes 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Susan R Sykes 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Susan R Sykes 401(k) Plan reported net income rose from -$268K in the plan year 2022 filing to $222K in the plan year 2023 filing.
  • Susan R Sykes 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261479466 · Susan Sykes PY 2023 · 401(k)

Susan R Sykes 401(k) Plan · $1M · 1 · 27th

  • BOY $1M
  • SCH 1
  • EBSA 27th
  • PART 401(k)
  • TYPE near Desert Chemical, Inc. Profit Sharing Plan
  • NET ind #4600

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 →

Susan R Sykes 401(k) Plan in the asset neighbourhood

Susan R Sykes 401(k) Plan$1MDesert Chemical, Inc. Profit Sharing PlanDesert Chemical, Inc. Profit…$1MBenjamin Broukhim, M.D., Inc. 401(k) Profit Sharing PlanBenjamin Broukhim, M.D., Inc…$1MPension Professionals 401(k) Profit Sharing Plan & TrustPension Professionals 401(k)…$1MQuality Parts Express, Inc. 401(k) PlanQuality Parts Express, Inc. …$1M
End-of-year total assets ($M) among Susan R Sykes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Susan Sykes multi-year asset trail

Sponsor-wide plan assets over time

All Susan Sykes plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.38887895033791% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.24M $1.72M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 2 2 $2M

Susan Sykes filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$222K
Employer EIN261479466
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Susan R Sykes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Susan R Sykes 401(k) Plan, Total assets ($B): 0.001457545 · Participants: 1Susan R Sykes 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
Susan R Sykes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Susan R Sykes 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Desert Chemical, Inc. Profit Sharing Plan in AZ ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Susan R Sykes 401(k) Plan assets move in 2023? ▼
Susan R Sykes 401(k) Plan grew sharply - up 18.0% during 2023, from $1M to $1M. Reported net income was $222K.
How have Susan Sykes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susan Sykes's sponsor-wide assets grew 39.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Susan R Sykes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Desert Chemical, Inc. Profit Sharing Plan in AZ ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Susan R Sykes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 261479466.

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.