401(k) · DOL Form 5500 · 2023

Bader Rutter & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
241
Participants Below avg headcount
82nd
Percentile by assets National rank
$153,331
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bader Rutter Retirement Plan · Sponsored by Bader Rutter & Associates, Inc. · Wisconsin · Professional & Technical Services

$37M in assets, 241 participants

Bader Rutter & Associates, Inc.'s Bader Rutter Retirement Plan reported $37M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,823 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Bader Rutter Retirement Plan covers 241 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $37M.

#16,823
in Professional & Technical Services (20,321 peers)
+16.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bader Rutter Retirement Plan's outsized position by total assets

Bader Rutter Retirement Plan vs every filed plan by assets

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

$36,952,670 Top 18% higher than 82% 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

Bader Rutter Retirement 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. Bader Rutter Retirement Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bader Rutter Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bader Rutter Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Bader Rutter Retirement Plan reported participants rose from 234 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391184935 · Bader Rutter & Associates, Inc. PY 2023 · 401(k)

Bader Rutter Retirement Plan · $37M · 241 · 82nd

  • IND $37M
  • EOY 241
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Latrobe Company 401(k) Retirement Plan
  • EIN ind #16823

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 →

Bader Rutter Retirement Plan in the asset neighbourhood

California School Employees Association 401(k) PlanCalifornia School Employees …$37MFlexfab Horizons International Retirement Savings PlanFlexfab Horizons Internation…$37MBader Rutter Retirement Plan$37MLatrobe Company 401(k) Retirement PlanLatrobe Company 401(k) Retir…$37M401(k) Plan for Umwa Represented Employees of Iron Senergy401(k) Plan for Umwa Represe…$37M
End-of-year total assets ($M) among Bader Rutter Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN391184935
Plan Effective Date1974-11-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Bader Rutter & Associates, Inc.)

Sponsor-wide plan assets over time

All Bader Rutter & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 11.156387222540419% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.9M $35.4M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 234 $32M
2023 1 241 $37M
2024 1 211 $35M

Nearby 401(k) Plans in Wisconsin

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

Bader Rutter Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Bader Rutter Retirement Plan, Total assets ($B): 0.03695267 · Participants: 241Bader Rutter 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
Bader Rutter Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bader Rutter Retirement Plan side-by-side with 3 peers →

Bader Rutter Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Latrobe Company 401(k) Retirement Plan in PA ($37M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Bader Rutter Retirement Plan assets move in 2023? ▼
Bader Rutter Retirement Plan grew sharply - up 16.0% during 2023, from $32M to $37M. Reported net income was $5M.
How have Bader Rutter & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bader Rutter & Associates, Inc.'s sponsor-wide assets grew 11.2%, from $32M to $35M.
Where does Bader Rutter Retirement Plan rank by assets among Form 5500 filers? ▼
Bader Rutter Retirement Plan ranks in the 82nd 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 Bader Rutter Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Latrobe Company 401(k) Retirement Plan in PA ($37M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Bader Rutter Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants, $19M 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 391184935.

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.