401(k) · DOL Form 5500 · 2023

Certco, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
240
Participants Below avg headcount
53rd
Percentile by assets National rank
$31,767
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Certco, Inc. Union Savings Plan · Sponsored by Certco, Inc. · Wisconsin · Wholesale Trade

$8M in assets, 240 participants

Certco, Inc.'s Certco, Inc. Union Savings Plan reported $8M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,726 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Certco, Inc. Union Savings Plan covers 240 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#2,726
in Wholesale Trade (6,309 peers)
+38.3%
assets growth YoY

Certco, Inc. Union Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Certco, Inc. Union Savings Plan vs every filed plan by assets

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

$7,624,199 Top 47% higher than 53% 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

Certco, Inc. Union 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. Certco, Inc. Union Savings Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Certco, Inc. Union Savings Plan reported net income rose from -$241K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Certco, Inc. Union Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Certco, Inc. Union Savings Plan reported participants rose from 237 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390203490 · Certco, Inc. PY 2023 · 401(k)

Certco, Inc. Union Savings Plan · $8M · 240 · 53rd

  • PHOTO $8M
  • IND 240
  • EOY 53rd
  • 5500 401(k)
  • ASSETS near Emarsys North America, Inc. 401(k) Plan
  • PCT ind #2726

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 →

Certco, Inc. Union Savings Plan in the asset neighbourhood

Sand Creek 401(k) Profit Sharing PlanSand Creek 401(k) Profit Sha…$8MClearview Operating LP 401(k) Plan and TrustClearview Operating LP 401(k…$8MCertco, Inc. Union Savings PlanCertco, Inc. Union Savings P…$8MEmarsys North America, Inc. 401(k) PlanEmarsys North America, Inc. …$8MCummings, Keegan & Co. Pllp Profit Sharing PlanCummings, Keegan & Co. Pllp …$8M
End-of-year total assets ($M) among Certco, Inc. Union Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN390203490
Plan Effective Date2018-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Certco, Inc.)

Sponsor-wide plan assets over time

All Certco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 32.3468290614199% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.3M $38.7M ▲ +32.3%
Year Plans Participants Total Assets
2022 2 434 $29M
2023 2 432 $35M
2024 2 457 $39M

Nearby 401(k) Plans in Wisconsin

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

Certco, Inc. Union Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Certco, Inc. Union Savings Plan, Total assets ($B): 0.007624199 · Participants: 240Certco, Inc. Union 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
Certco, Inc. Union Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is Emarsys North America, Inc. 401(k) Plan in IN ($8M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Certco, Inc. Union Savings Plan assets move in 2023?
Certco, Inc. Union Savings Plan surged - up 38.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have Certco, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Certco, Inc.'s sponsor-wide assets grew 32.3%, from $29M to $39M.
Which 401(k) plans are similar in size to Certco, Inc. Union Savings Plan?
Among 401(k) plans in other states, the closest by assets is Emarsys North America, Inc. 401(k) Plan in IN ($8M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Certco, Inc. Union Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants, N/A in assets).