401(k) · DOL Form 5500 · 2023

Bradley Lauer 401(k) Plan

Data updated 2026-08-25

$737K
Total assets Small plan by assets
N/A
Participants Small participant base
21st
Percentile by assets National rank
PlainRetire home → About this data

Official DOL plan name: Lauer Tree Holdings Investment Plan · Sponsored by Bradley Lauer · Wisconsin · Food Services & Accommodation

$737K in assets, N/A participants

Bradley Lauer's Lauer Tree Holdings Investment Plan reported $737K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,092 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Lauer Tree Holdings Investment Plan ranks #2,092 of 3,828 2023 filers by assets (2655% of the sector average)-$737K for N/A participants.

#2,092
in Food Services & Accommodation (3,828 peers)
$737K
reported net income

Lauer Tree Holdings Investment Plan among the smaller filed plans by assets

Lauer Tree Holdings Investment Plan vs every filed plan by assets

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

$736,792 21st percentile higher than 21% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 933689983 · Bradley Lauer PY 2023 · 401(k)

Lauer Tree Holdings Investment Plan · $737K · N/A · 21st

  • ASSETS $737K
  • ASSETS N/A
  • ASSETS 21st
  • ASSETS 401(k)
  • ASSETS near Murano Group LLC 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #2092

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Lauer Tree Holdings Investment Plan in the asset neighbourhood

Lauer Tree Holdings Investment PlanLauer Tree Holdings Investme…$737KMurano Group LLC 401(k) Profit Sharing Plan & TrustMurano Group LLC 401(k) Prof…$737KBroken Hart Tree Company 401(k) Profit Sharing PlanBroken Hart Tree Company 401…$737KNetfor, Inc. 401(k) Profit SharingNetfor, Inc. 401(k) Profit S…$737KConcierge Renovation Company 401(k) PlanConcierge Renovation Company…$737K
End-of-year total assets ($M) among Lauer Tree Holdings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$737K
Net Income$737K
Employer EIN933689983
Plan Effective Date2023-07-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lauer Tree Holdings Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Lauer Tree Holdings Investment Plan, Total assets ($B): 0.000736792 · Participants: 0Lauer Tree Holdings Investment 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
Lauer Tree Holdings Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lauer Tree Holdings Investment Plan side-by-side with 3 peers →

Lauer Tree Holdings Investment Plan's closest out-of-state 401(k) peers by assets

Outside Wisconsin, the nearest 401(k) by end-of-year assets is Murano Group LLC 401(k) Profit Sharing Plan & Trust in CA at $737K (this filing: $737K).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Lauer Tree Holdings Investment Plan rank by assets among Form 5500 filers? ▼
Lauer Tree Holdings Investment Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lauer Tree Holdings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Murano Group LLC 401(k) Profit Sharing Plan & Trust in CA ($737K, 3 participants).

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 933689983.

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.