401(k) · DOL Form 5500 · 2023

Happy Be Lucky, Inc. 401(k) Plan

Data updated 2026-08-25

$84K
Total assets Small plan by assets
6
Participants Small participant base
6th
Percentile by assets National rank
$13,955
Avg per participant Low balance/head
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Official DOL plan name: Happy Be Lucky, Inc. 401(k) Profit Sharing Plan · Sponsored by Happy Be Lucky, Inc. · Wisconsin · Other Services

$84K in assets, 6 participants

Happy Be Lucky, Inc.'s Happy Be Lucky, Inc. 401(k) Profit Sharing Plan reported $84K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #890 in Other Services (7,857 peers)

Happy Be Lucky, Inc. multi-year trail

Happy Be Lucky, Inc.'s plans moved -89.0% in assets from 2022 to 2024; this filing shows Happy Be Lucky, Inc. 401(k) Profit Sharing Plan at $84K / 6 participants.

#890
in Other Services (7,857 peers)
-10.4%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$83,727 6th percentile higher than 6% 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

Happy Be Lucky, Inc. 401(k) Profit Sharing 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. Happy Be Lucky, Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Happy Be Lucky, Inc. 401(k) Profit Sharing Plan reported net income fell from $15K in the plan year 2022 filing to -$10K in the plan year 2023 filing.
  • Happy Be Lucky, Inc. 401(k) Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Happy Be Lucky, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $93K in the plan year 2022 filing to $84K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 843130532 · Happy Be Lucky, Inc. PY 2023 · 401(k)

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan · $84K · 6 · 6th

  • IND $84K
  • IND 6
  • IND 6th
  • IND 401(k)
  • IND near Daymar, Inc. 401(k) Plan
  • IND ind #890

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 Other Services retirement plans → · Plans in Wisconsin →

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Happy Be Lucky, Inc. 401(k) Profit Sharing PlanHappy Be Lucky, Inc. 401(k) …$84KDaymar, Inc. 401(k) Plan$84KPine Hill House, Inc. 401(k) PlanPine Hill House, Inc. 401(k)…$84KS & T Masonry 401(k) Plan$84KPvi Enterprises, Inc. 401(k) PlanPvi Enterprises, Inc. 401(k)…$84K
End-of-year total assets ($M) among Happy Be Lucky, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Happy Be Lucky, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Happy Be Lucky, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10K 89.03069138523091% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.09M $0.01M ▼ -88.9%
Year Plans Participants Total Assets
2022 1 7 $93K
2023 1 6 $84K
2024 1 3 $10K

Happy Be Lucky, Inc. filing trail (2023)

Total Assets (Beginning of Year)$93K
Net Assets (End of Year)$84K
Net Income-$10K
Employer EIN843130532
Plan Effective Date2019-09-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Happy Be Lucky, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000083727 · Participants: 6Happy Be Lucky, Inc. 401(k) Profit Sharing 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
Happy Be Lucky, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Happy Be Lucky, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Happy Be Lucky, Inc. 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 Daymar, Inc. 401(k) Plan in MO ($84K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Happy Be Lucky, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Happy Be Lucky, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 10.4% during 2023, from $93K to $84K. Reported net income was -$10K.
How have Happy Be Lucky, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Happy Be Lucky, Inc.'s sponsor-wide assets declined 89.0%, from $93K to $10K.
Where does Happy Be Lucky, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Happy Be Lucky, Inc. 401(k) Profit Sharing Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Happy Be Lucky, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daymar, Inc. 401(k) Plan in MO ($84K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Happy Be Lucky, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 843130532.

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.