401(k) · DOL Form 5500 · 2023

Habush Habush & Rottier, S.C. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
129
Participants Small participant base
86th
Percentile by assets National rank
$403,003
Avg per participant High balance/head
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Official DOL plan name: Habush Habush & Rottier, S.C. 401(k) Savings Plan · Sponsored by Habush Habush & Rottier, S.C. · Wisconsin · Professional & Technical Services

$52M in assets, 129 participants

Habush Habush & Rottier, S.C.'s Habush Habush & Rottier, S.C. 401(k) Savings Plan reported $52M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,672 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Habush Habush & Rottier, S.C. 401(k) Savings Plan covers 129 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $52M.

#17,672
in Professional & Technical Services (20,321 peers)
+13.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Habush Habush & Rottier, S.C. 401(k) Savings Plan's outsized position by total assets

Habush Habush & Rottier, S.C. 401(k) Savings Plan vs every filed plan by assets

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

$51,987,353 Top 14% higher than 86% 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

Habush Habush & Rottier, S.C. 401(k) Savings 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. Habush Habush & Rottier, S.C. 401(k) Savings Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Habush Habush & Rottier, S.C. 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Habush Habush & Rottier, S.C. 401(k) Savings Plan end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391272599 · Habush Habush & Rottier, S.C. PY 2023 · 401(k)

Habush Habush & Rottier, S.C. 401(k) Savings Plan · $52M · 129 · 86th

  • VS-ST $52M
  • VS-ST 129
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Mall of America Employee Retirement Savings Plan
  • VS-ST ind #17672

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 →

Habush Habush & Rottier, S.C. 401(k) Savings Plan in the asset neighbourhood

Habush Habush & Rottier, S.C. 401(k) Savings PlanHabush Habush & Rottier, S.C…$52MMall of America Employee Retirement Savings PlanMall of America Employee Ret…$52MWestfall Technik, Inc. 401(k) PlanWestfall Technik, Inc. 401(k…$52MW. E. Aubuchon Co., Inc. 401(k) Retirement PlanW. E. Aubuchon Co., Inc. 401…$52MImage First Holdings, LLC Retirement Savings PlanImage First Holdings, LLC Re…$52M
End-of-year total assets ($M) among Habush Habush & Rottier, S.C. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN391272599
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Habush Habush & Rottier, S.C.)

Sponsor-wide plan assets over time

All Habush Habush & Rottier, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 28.099136174880556% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.7M $58.5M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 129 $46M
2023 1 129 $52M
2024 1 131 $59M

Nearby 401(k) Plans in Wisconsin

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

Habush Habush & Rottier, S.C. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Habush Habush & Rottier, S.C. 401(k) Savings Plan, Total assets ($B): 0.051987353 · Participants: 129Habush Habush & Rottier, S.C. 401(k) Savings 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
Habush Habush & Rottier, S.C. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Habush Habush & Rottier, S.C. 401(k) Savings Plan side-by-side with 3 peers →

Habush Habush & Rottier, S.C. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mall of America Employee Retirement Savings Plan in MN ($52M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Habush Habush & Rottier, S.C. 401(k) Savings Plan assets move in 2023? ▼
Habush Habush & Rottier, S.C. 401(k) Savings Plan grew at a solid clip - up 13.8% during 2023, from $46M to $52M. Reported net income was $6M.
How have Habush Habush & Rottier, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Habush Habush & Rottier, S.C.'s sponsor-wide assets grew 28.1%, from $46M to $59M.
Where does Habush Habush & Rottier, S.C. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Habush Habush & Rottier, S.C. 401(k) Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Habush Habush & Rottier, S.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mall of America Employee Retirement Savings Plan in MN ($52M, 1,226 participants).
Which 401(k) plans cover a similar participant headcount to Habush Habush & Rottier, S.C. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 391272599.

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.