401(k) · DOL Form 5500 · 2022

Social Current 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
32
Participants Small participant base
66th
Percentile by assets National rank
$334,946
Avg per participant High balance/head
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Official DOL plan name: Social Current Retirement Plan · Sponsored by Social Current · Wisconsin · Healthcare & Social Assistance

$11M in assets, 32 participants

Social Current's Social Current Retirement Plan reported $11M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,368 in Healthcare & Social Assistance (20,060 peers)

Social Current multi-year trail

Social Current's plans moved +18.9% in assets from 2022 to 2024; this filing shows Social Current Retirement Plan at $11M / 32 participants.

#14,368
in Healthcare & Social Assistance (20,060 peers)
+37.0%
assets growth YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Social Current Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Social Current Retirement Plan vs every filed plan by assets

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

$10,718,273 Top 34% higher than 66% 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

Social Current Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Social Current Retirement Plan is a small filing (32 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 391709925 · Social Current PY 2022 · 401(k)

Social Current Retirement Plan · $11M · 32 · 66th

  • TYPE $11M
  • NET 32
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near American Safety Council, Inc. D/B/a Certus 401(k) Plan
  • SCH ind #14368

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Social Current Retirement Plan in the asset neighbourhood

Social Current Retirement PlanSocial Current Retirement Pl…$11MAmerican Safety Council, Inc. D/B/a Certus 401(k) PlanAmerican Safety Council, Inc…$11MBloom Engineering Company, Inc. Savings PlanBloom Engineering Company, I…$11MDerderian, Kann, Seyferth & Salucci, PC Salary Reduction 401(k) PlanDerderian, Kann, Seyferth & …$11MGreenphire, Inc. 401(k) Profit Sharing Plan TrustGreenphire, Inc. 401(k) Prof…$11M
End-of-year total assets ($M) among Social Current Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Social Current multi-year asset trail

Sponsor-wide plan assets over time

All Social Current plans reported in each filing year

Latest sponsor-wide plan assets
$13M 18.923375062381783% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.7M $12.8M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 73 $11M
2023 1 78 $13M
2024 1 71 $13M

Social Current filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN391709925
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Social Current Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Social Current Retirement Plan, Total assets ($B): 0.010718273 · Participants: 32Social Current Retirement 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
Social Current Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Social Current Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is American Safety Council, Inc. D/B/a Certus 401(k) Plan in FL ($11M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Social Current Retirement Plan assets move in 2022? ▼
Social Current Retirement Plan surged - up 37.0% during 2022, from $8M to $11M. Reported net income was -$3M.
How have Social Current plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social Current's sponsor-wide assets grew 18.9%, from $11M to $13M.
Which 401(k) plans are similar in size to Social Current Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Safety Council, Inc. D/B/a Certus 401(k) Plan in FL ($11M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Social Current Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants, N/A 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 391709925.

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.