401(k) · DOL Form 5500 · 2023

Bills Distributing, Ltd. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
153
Participants Small participant base
65th
Percentile by assets National rank
$86,383
Avg per participant Below avg balance/head
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Official DOL plan name: Bill's Distributing, Ltd. 401(k) Profit Sharing Plan · Sponsored by Bills Distributing, Ltd. · Wisconsin · Wholesale Trade

$13M in assets, 153 participants

Bills Distributing, Ltd.'s Bill's Distributing, Ltd. 401(k) Profit Sharing Plan reported $13M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,662 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Bill's Distributing, Ltd. 401(k) Profit Sharing Plan covers 153 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#3,662
in Wholesale Trade (6,309 peers)
+24.5%
assets growth YoY

Bill's Distributing, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Bill's Distributing, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,216,563 Top 35% higher than 65% 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

Bill's Distributing, Ltd. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bill's Distributing, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bill's Distributing, Ltd. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bill's Distributing, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bill's Distributing, Ltd. 401(k) Profit Sharing Plan reported participants rose from 146 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391375927 · Bills Distributing, Ltd. PY 2023 · 401(k)

Bill's Distributing, Ltd. 401(k) Profit Sharing Plan · $13M · 153 · 65th

  • BOOK $13M
  • VS-ST 153
  • BOY 65th
  • SCH 401(k)
  • EBSA near Trump International Hotel & Tower Condominium 401(k) Employe
  • PART ind #3662

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Bill's Distributing, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Bill's Distributing, Ltd. 401(k) Profit Sharing PlanBill's Distributing, Ltd. 40…$13MTrump International Hotel & Tower Condominium 401(k) EmployeTrump International Hotel & …$13MAlan Wire Company, Inc. Profit Sharing PlanAlan Wire Company, Inc. Prof…$13MMaspeth Federal Savings & Loan Association 401(k) PlanMaspeth Federal Savings & Lo…$13MHill Manufacturing Company Inc 401(k) Retirement PlanHill Manufacturing Company I…$13M
End-of-year total assets ($M) among Bill's Distributing, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN391375927
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bills Distributing, Ltd.)

Sponsor-wide plan assets over time

All Bills Distributing, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 40.487394923143086% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.6M $14.9M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 146 $11M
2023 1 153 $13M
2024 1 198 $15M

Nearby 401(k) Plans in Wisconsin

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

Bill's Distributing, Ltd. 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 ($B) Participants Bill's Distributing, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.013216563 · Participants: 153Bill's Distributing, Ltd. 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
Bill's Distributing, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bill's Distributing, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bill's Distributing, Ltd. 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 Trump International Hotel & Tower Condominium 401(k) Employe in NY ($13M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Bill's Distributing, Ltd. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bill's Distributing, Ltd. 401(k) Profit Sharing Plan grew sharply - up 24.5% during 2023, from $11M to $13M. Reported net income was $3M.
How have Bills Distributing, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bills Distributing, Ltd.'s sponsor-wide assets grew 40.5%, from $11M to $15M.
Which 401(k) plans are similar in size to Bill's Distributing, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trump International Hotel & Tower Condominium 401(k) Employe in NY ($13M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Bill's Distributing, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A 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 391375927.

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.