401(k) · DOL Form 5500 · 2023
Legal Action of Wisconsin, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $47,976
- Avg per participant Low balance/head
Official DOL plan name: Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan · Sponsored by Legal Action of Wisconsin, Inc. · Wisconsin · Professional & Technical Services
$7M in assets, 147 participants
Legal Action of Wisconsin, Inc.'s Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,075 in Professional & Technical Services (20,321 peers)
Coverage in Wisconsin
Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan covers 147 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.
- #10,075
- in Professional & Technical Services (20,321 peers)
- +17.8%
- assets growth YoY
Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,052,524 Top 49% higher than 51% 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
Legal Action of Wisconsin, Inc. 401(k) Profit Sharing 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. Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan reported net income rose from -$551K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan reported participants rose from 138 in the plan year 2022 filing to 147 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391077192 · Legal Action of Wisconsin, Inc. PY 2023 · 401(k)
Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan · $7M · 147 · 51st
- SCH $7M
- EBSA 147
- PART 51st
- TYPE 401(k)
- NET near Bradley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and Trust
- BOOK ind #10075
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 →
Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 391077192 |
| Plan Effective Date | 1993-10-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Action of Wisconsin, Inc.)
Sponsor-wide plan assets over time
All Legal Action of Wisconsin, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 33.125427162979584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $6M |
| 2023 | 1 | 147 | $7M |
| 2024 | 1 | 146 | $8M |
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
Legal Action of Wisconsin, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Bradley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and Trust in AL ($7M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.