401(k) · DOL Form 5500 · 2023

Englewood Marketing Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
164
Participants Small participant base
64th
Percentile by assets National rank
$79,114
Avg per participant Below avg balance/head
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Official DOL plan name: Englewood Marketing Group 401(k) Plan · Sponsored by Englewood Marketing Group, Inc. · Wisconsin · Wholesale Trade

$13M in assets, 164 participants

Englewood Marketing Group, Inc.'s Englewood Marketing Group 401(k) Plan reported $13M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,626 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Englewood Marketing Group 401(k) Plan covers 164 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#3,626
in Wholesale Trade (6,309 peers)
+18.4%
assets growth YoY

Englewood Marketing Group 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Englewood Marketing Group 401(k) Plan vs every filed plan by assets

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

$12,974,741 Top 36% higher than 64% 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

Englewood Marketing Group 401(k) 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. Englewood Marketing Group 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Englewood Marketing Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Englewood Marketing Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Englewood Marketing Group 401(k) Plan reported participants fell from 196 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391846432 · Englewood Marketing Group, Inc. PY 2023 · 401(k)

Englewood Marketing Group 401(k) Plan · $13M · 164 · 64th

  • EBSA $13M
  • EBSA 164
  • EBSA 64th
  • EBSA 401(k)
  • EBSA near Goodwin's Chevrolet Company 401(k) Profit Sharing Plan
  • EBSA ind #3626

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 →

Englewood Marketing Group 401(k) Plan in the asset neighbourhood

Integreon Intermediate, LLC 401(k) PlanIntegreon Intermediate, LLC …$13MEnglewood Marketing Group 401(k) PlanEnglewood Marketing Group 40…$13MGoodwin's Chevrolet Company 401(k) Profit Sharing PlanGoodwin's Chevrolet Company …$13MSmith Land Savings & Retirement PlanSmith Land Savings & Retirem…$13MIntermountain Emergency Physicians Profit Sharing PlanIntermountain Emergency Phys…$13M
End-of-year total assets ($M) among Englewood Marketing Group 401(k) 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$2M
Employer EIN391846432
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Englewood Marketing Group, Inc.)

Sponsor-wide plan assets over time

All Englewood Marketing Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.848658027176624% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11M $12.5M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 196 $11M
2023 1 164 $13M
2024 1 187 $12M

Nearby 401(k) Plans in Wisconsin

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

Englewood Marketing Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Englewood Marketing Group 401(k) Plan, Total assets ($B): 0.012974741 · Participants: 164Englewood Marketing Group 401(k) 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
Englewood Marketing Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Englewood Marketing Group 401(k) Plan side-by-side with 3 peers →

Englewood Marketing Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Goodwin's Chevrolet Company 401(k) Profit Sharing Plan in ME ($13M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Englewood Marketing Group 401(k) Plan assets move in 2023? ▼
Englewood Marketing Group 401(k) Plan grew sharply - up 18.4% during 2023, from $11M to $13M. Reported net income was $2M.
How have Englewood Marketing Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Englewood Marketing Group, Inc.'s sponsor-wide assets grew 13.8%, from $11M to $12M.
Which 401(k) plans are similar in size to Englewood Marketing Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodwin's Chevrolet Company 401(k) Profit Sharing Plan in ME ($13M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Englewood Marketing Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 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 391846432.

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.