401(k) · DOL Form 5500 · 2023
Joe Daniels Construction Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 77
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $515,059
- Avg per participant High balance/head
Official DOL plan name: Joe Daniels Construction Company, Inc. Retirement Plan · Sponsored by Joe Daniels Construction Company, Inc. · Wisconsin · Construction
$40M in assets, 77 participants
Joe Daniels Construction Company, Inc.'s Joe Daniels Construction Company, Inc. Retirement Plan reported $40M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,318 in Construction (9,030 peers)
Where Joe Daniels Construction Company, Inc. Retirement Plan sits by assets
Joe Daniels Construction Company, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 77 participants (~$515,059/participant), up 11.2% in 2023.
- #7,318
- in Construction (9,030 peers)
- +11.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Joe Daniels Construction Company, Inc. Retirement Plan's outsized position by total assets
Joe Daniels Construction Company, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,659,511 Top 17% higher than 83% 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
Joe Daniels Construction Company, Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe Daniels Construction Company, Inc. Retirement Plan is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joe Daniels Construction Company, Inc. Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Joe Daniels Construction Company, Inc. Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Joe Daniels Construction Company, Inc. Retirement Plan reported participants fell from 81 in the plan year 2022 filing to 77 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391187059 · Joe Daniels Construction Company, Inc. PY 2023 · 401(k)
Joe Daniels Construction Company, Inc. Retirement Plan · $40M · 77 · 83rd
- PCT $40M
- EIN 77
- RANK 83rd
- PHOTO 401(k)
- IND near Advisor Managed Pooled Employer Plan
- EOY ind #7318
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 →
Joe Daniels Construction Company, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $4M |
| Employer EIN | 391187059 |
| Plan Effective Date | 1987-05-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joe Daniels Construction Company, Inc.)
Sponsor-wide plan assets over time
All Joe Daniels Construction Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 15.428672805701407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 163 | $44M |
| 2023 | 2 | 154 | $49M |
| 2024 | 2 | 166 | $51M |
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
Joe Daniels Construction Company, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Advisor Managed Pooled Employer Plan in CA ($40M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Advisor Managed Pooled Employer Plan (CA) $40M · 1,017
- Harps Food Stores, Inc. 401(k) Plan (AR) $40M · 4,582
- The Hogan Retirement Savings Plan (MO) $40M · 3,004
- Hosokawa Micron Investment Retirement Plan (NJ) $40M · 102
Similar participant headcount
Nearest other-state filings by covered participants (77 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.