401(k) · DOL Form 5500 · 2023

Pferd Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
86
Participants Small participant base
29th
Percentile by assets National rank
$20,173
Avg per participant Low balance/head
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Official DOL plan name: Pferd Inc. Union 401(k) Plan · Sponsored by Pferd Inc. · Wisconsin · Manufacturing

$2M in assets, 86 participants

Pferd Inc.'s Pferd Inc. Union 401(k) Plan reported $2M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,576 in Manufacturing (18,722 peers)

Pferd Inc. multi-year trail

Pferd Inc.'s plans moved +397.5% in assets from 2022 to 2024; this filing shows Pferd Inc. Union 401(k) Plan at $2M / 86 participants.

#2,576
in Manufacturing (18,722 peers)
+18.4%
assets growth YoY

Pferd Inc. Union 401(k) Plan among the smaller filed plans by assets

Pferd Inc. Union 401(k) Plan vs every filed plan by assets

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

$1,734,849 29th percentile higher than 29% 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

Pferd Inc. Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pferd Inc. Union 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pferd Inc. Union 401(k) Plan reported net income rose from -$195K in the plan year 2022 filing to $270K in the plan year 2023 filing.
  • Pferd Inc. Union 401(k) Plan reported participants rose from 66 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • Pferd Inc. Union 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391909577 · Pferd Inc. PY 2023 · 401(k)

Pferd Inc. Union 401(k) Plan · $2M · 86 · 29th

  • VS-ST $2M
  • VS-ST 86
  • VS-ST 29th
  • VS-ST 401(k)
  • VS-ST near Midcities Pharmacy, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2576

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 Manufacturing retirement plans → · Plans in Wisconsin →

Pferd Inc. Union 401(k) Plan in the asset neighbourhood

Northern Tier Counseling, Inc. Tax Deferred Annuity PlanNorthern Tier Counseling, In…$2MPferd Inc. Union 401(k) Plan$2MMidcities Pharmacy, Inc. 401(k) Profit Sharing PlanMidcities Pharmacy, Inc. 401…$2MLuk Retirement Plan$2MF.L. Chamberlain School Retirement PlanF.L. Chamberlain School Reti…$2M
End-of-year total assets ($M) among Pferd Inc. Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pferd Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pferd Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 397.52279587537663% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.46M $7.29M ▲ +399.3%
Year Plans Participants Total Assets
2022 1 66 $1M
2023 2 145 $7M
2024 2 131 $7M

Pferd Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$270K
Employer EIN391909577
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Pferd Inc. Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Pferd Inc. Union 401(k) Plan, Total assets ($B): 0.001734849 · Participants: 86Pferd Inc. Union 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
Pferd Inc. Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Pferd Inc. Union 401(k) Plan side-by-side with 3 peers →

Pferd Inc. Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Midcities Pharmacy, Inc. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); 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 Pferd Inc. Union 401(k) Plan assets move in 2023? ▼
Pferd Inc. Union 401(k) Plan grew sharply - up 18.4% during 2023, from $1M to $2M. Reported net income was $270K.
How have Pferd Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pferd Inc.'s sponsor-wide assets grew 397.5%, from $1M to $7M.
Which 401(k) plans are similar in size to Pferd Inc. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midcities Pharmacy, Inc. 401(k) Profit Sharing Plan in TX ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Pferd Inc. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 391909577.

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.