401(k) · DOL Form 5500 · 2023

Mueller Funeral Homes of Ozaukee County, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$467,966
Avg per participant High balance/head
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Official DOL plan name: Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan · Sponsored by Mueller Funeral Homes of Ozaukee County, Inc. · Wisconsin · Professional & Technical Services

$1M in assets, 3 participants

Mueller Funeral Homes of Ozaukee County, Inc.'s Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan reported $1M in total assets and 3 participants 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.

  • #4,510 in Professional & Technical Services (20,321 peers)

Mueller Funeral Homes of Ozaukee County, Inc. multi-year trail

Mueller Funeral Homes of Ozaukee County, Inc.'s plans moved +58.6% in assets from 2022 to 2024; this filing shows Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan at $1M / 3 participants.

#4,510
in Professional & Technical Services (20,321 peers)
+27.2%
assets growth YoY

Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan among the smaller filed plans by assets

Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan vs every filed plan by assets

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

$1,403,897 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

Mueller Funeral Homes of Ozaukee County, Inc. Retirement 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. Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan reported net income rose from -$197K in the plan year 2022 filing to $300K in the plan year 2023 filing.
  • Mueller Funeral Homes of Ozaukee County, Inc. Retirement 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 →

DOL schedule card

Filing strip 391716410 · Mueller Funeral Homes of Ozaukee County, Inc. PY 2023 · 401(k)

Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan · $1M · 3 · 27th

  • EOY $1M
  • EOY 3
  • EOY 27th
  • EOY 401(k)
  • EOY near Makel Engineering, Inc 401(k) Profit Sharing Plan
  • EOY ind #4510

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 →

Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan in the asset neighbourhood

Mueller Funeral Homes of Ozaukee County, Inc. Retirement PlanMueller Funeral Homes of Oza…$1MMakel Engineering, Inc 401(k) Profit Sharing PlanMakel Engineering, Inc 401(k…$1MHankook & Company Es America Retirement PlanHankook & Company Es America…$1MA & D Precision Machining, Inc. 401(k) Profit Sharing PlanA & D Precision Machining, I…$1MSpecial Delivery Service Inc 401(k) Profit Sharing Plan & TrustSpecial Delivery Service Inc…$1M
End-of-year total assets ($M) among Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mueller Funeral Homes of Ozaukee County, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mueller Funeral Homes of Ozaukee County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.5806055234921% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.1M $1.75M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 6 $2M

Mueller Funeral Homes of Ozaukee County, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$300K
Employer EIN391716410
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan, Total assets ($B): 0.001403897 · Participants: 3Mueller Funeral Homes of Ozaukee County, Inc. Retirement 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
Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan side-by-side with 3 peers →

Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Makel Engineering, Inc 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan assets move in 2023? ▼
Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan grew sharply - up 27.2% during 2023, from $1M to $1M. Reported net income was $300K.
How have Mueller Funeral Homes of Ozaukee County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mueller Funeral Homes of Ozaukee County, Inc.'s sponsor-wide assets grew 58.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Makel Engineering, Inc 401(k) Profit Sharing Plan in CA ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Mueller Funeral Homes of Ozaukee County, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 391716410.

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.