401(k) · DOL Form 5500 · 2023

Skyward, Inc. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
632
Participants Below avg headcount
91st
Percentile by assets National rank
$147,430
Avg per participant Above avg balance/head
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Official DOL plan name: Skyward, Inc. 401(k) Plan · Sponsored by Skyward, Inc. · Wisconsin · Information & Media

$93M in assets, 632 participants

Skyward, Inc.'s Skyward, Inc. 401(k) Plan reported $93M in total assets and 632 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,443 in Information & Media (2,818 peers)

Where Skyward, Inc. 401(k) Plan sits by assets

Skyward, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $93M for 632 participants (~$147,430/participant), up 23.7% in 2023.

#2,443
in Information & Media (2,818 peers)
+23.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Skyward, Inc. 401(k) Plan's outsized position by total assets

Skyward, Inc. 401(k) Plan vs every filed plan by assets

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

$93,176,059 Top 9% higher than 91% 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

Skyward, Inc. 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. Skyward, Inc. 401(k) Plan sits mid-pack in the medium band (632 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Skyward, Inc. 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Skyward, Inc. 401(k) Plan end-of-year assets rose from $75M in the plan year 2022 filing to $93M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391471992 · Skyward, Inc. PY 2023 · 401(k)

Skyward, Inc. 401(k) Plan · $93M · 632 · 91st

  • PHOTO $93M
  • IND 632
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Reliance Test & Technology, LLC 401(k) Plan
  • PCT ind #2443

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 Information & Media retirement plans → · Plans in Wisconsin →

Skyward, Inc. 401(k) Plan in the asset neighbourhood

Litchfield Cavo LLP 401(k) PlanLitchfield Cavo LLP 401(k) P…$93MSkyward, Inc. 401(k) Plan$93MReliance Test & Technology, LLC 401(k) PlanReliance Test & Technology, …$93MPremier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing PlanPremier Orthopaedic and Spor…$93MInternational Union of Operating Engineers Local 25 Marine Division Annuity PlanInternational Union of Opera…$93M
End-of-year total assets ($M) among Skyward, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$93M
Net Income$18M
Employer EIN391471992
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Skyward, Inc.)

Sponsor-wide plan assets over time

All Skyward, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 41.350350700943125% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.3M $106M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 637 $75M
2023 1 632 $93M
2024 1 684 $106M

Nearby 401(k) Plans in Wisconsin

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

Skyward, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Skyward, Inc. 401(k) Plan, Total assets ($B): 0.093176059 · Participants: 632Skyward, Inc. 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
Skyward, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Skyward, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Reliance Test & Technology, LLC 401(k) Plan in FL ($93M); by covered participants it is Plan De Participacion De Ganancias Para Los in PR (632 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (632 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 Skyward, Inc. 401(k) Plan assets move in 2023? ▼
Skyward, Inc. 401(k) Plan grew sharply - up 23.7% during 2023, from $75M to $93M. Reported net income was $18M.
How have Skyward, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Skyward, Inc.'s sponsor-wide assets grew 41.4%, from $75M to $106M.
Where does Skyward, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Skyward, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Skyward, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reliance Test & Technology, LLC 401(k) Plan in FL ($93M, 1,146 participants).
Which 401(k) plans cover a similar participant headcount to Skyward, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plan De Participacion De Ganancias Para Los in PR (632 participants, $20M 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 391471992.

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.