401(k) · DOL Form 5500 · 2023
J.F. Ahern Co. 401(k) Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 640
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $156,120
- Avg per participant Above avg balance/head
Official DOL plan name: J.F. Ahern Co. Profit Sharing and 401(k) Plan · Sponsored by J.F. Ahern Co. · Wisconsin · Construction
$100M in assets, 640 participants
J.F. Ahern Co.'s J.F. Ahern Co. Profit Sharing and 401(k) Plan reported $100M in total assets and 640 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.
- #8,085 in Construction (9,030 peers)
Where J.F. Ahern Co. Profit Sharing and 401(k) Plan sits by assets
J.F. Ahern Co. Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $100M for 640 participants (~$156,120/participant), up 27.4% in 2023.
- #8,085
- in Construction (9,030 peers)
- +27.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
J.F. Ahern Co. Profit Sharing and 401(k) Plan's outsized position by total assets
J.F. Ahern Co. Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$99,917,025 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
J.F. Ahern Co. Profit Sharing and 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. J.F. Ahern Co. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (640 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J.F. Ahern Co. Profit Sharing and 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- J.F. Ahern Co. Profit Sharing and 401(k) Plan end-of-year assets rose from $78M in the plan year 2022 filing to $100M in the plan year 2023 filing.
- J.F. Ahern Co. Profit Sharing and 401(k) Plan reported participants rose from 600 in the plan year 2022 filing to 640 in the plan year 2023 filing.
DOL schedule card
Filing strip 390123200 · J.F. Ahern Co. PY 2023 · 401(k)
J.F. Ahern Co. Profit Sharing and 401(k) Plan · $100M · 640 · 91st
- BOOK $100M
- BOOK 640
- BOOK 91st
- BOOK 401(k)
- BOOK near Atlantic Aviation Fbo Inc. 401(k) Plan
- BOOK ind #8085
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 Construction retirement plans → · Plans in Wisconsin →
J.F. Ahern Co. Profit Sharing and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $22M |
| Employer EIN | 390123200 |
| Plan Effective Date | 1967-10-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.F. Ahern Co.)
Sponsor-wide plan assets over time
All J.F. Ahern Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $120M 53.3936861478066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 600 | $78M |
| 2023 | 1 | 640 | $100M |
| 2024 | 1 | 699 | $120M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
J.F. Ahern Co. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Atlantic Aviation Fbo Inc. 401(k) Plan in TX ($100M); by covered participants it is Marsh Furniture Company 401(k) Plan in NC (640 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Atlantic Aviation Fbo Inc. 401(k) Plan (TX) $100M · 2,194
- Verdantas LLC Retirement Plan (OH) $100M · 510
- G.L. Homes of Florida Corporation 401(k) Plan (FL) $100M · 566
- Riveron Consulting LLC 401(k) Plan (TX) $100M · 724
Similar participant headcount
Nearest other-state filings by covered participants (640 participants); asset peers above are excluded.
- Marsh Furniture Company 401(k) Plan (NC) 640 · 0 off
- Mewbourne Oil Company Employees' 401(k) Plan (TX) 640 · 0 off
- Aaa Life Insurance Pension and 401(k) Plan (MI) 640 · 0 off
- Danville Services Corporation 401(k) Retirement Savings Plan (UT) 640 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.