401(k) · DOL Form 5500 · 2023

Renewaire, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
135
Participants Small participant base
65th
Percentile by assets National rank
$98,877
Avg per participant Below avg balance/head
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Official DOL plan name: Renewaire, LLC Retirement Saving Plan & Trust 2 · Sponsored by Renewaire, LLC · Wisconsin · Manufacturing

$13M in assets, 135 participants

Renewaire, LLC's Renewaire, LLC Retirement Saving Plan & Trust 2 reported $13M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,843 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Renewaire, LLC Retirement Saving Plan & Trust 2 covers 135 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#9,843
in Manufacturing (18,722 peers)
+31.2%
assets growth YoY

Renewaire, LLC Retirement Saving Plan & Trust 2's mid-pack asset rank among Manufacturing and all filers

Renewaire, LLC Retirement Saving Plan & Trust 2 vs every filed plan by assets

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

$13,348,372 Top 35% higher than 65% 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

Renewaire, LLC Retirement Saving Plan & Trust 2 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. Renewaire, LLC Retirement Saving Plan & Trust 2 sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Renewaire, LLC Retirement Saving Plan & Trust 2 reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Renewaire, LLC Retirement Saving Plan & Trust 2 end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Renewaire, LLC Retirement Saving Plan & Trust 2 reported participants rose from 131 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272192399 · Renewaire, LLC PY 2023 · 401(k)

Renewaire, LLC Retirement Saving Plan & Trust 2 · $13M · 135 · 65th

  • EIN $13M
  • EIN 135
  • EIN 65th
  • EIN 401(k)
  • EIN near Progressive Planning - a 401(k) Retirement Plan
  • EIN ind #9843

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 Manufacturing retirement plans → · Plans in Wisconsin →

Renewaire, LLC Retirement Saving Plan & Trust 2 in the asset neighbourhood

Renewaire, LLC Retirement Saving Plan & Trust 2Renewaire, LLC Retirement Sa…$13MProgressive Planning - a 401(k) Retirement PlanProgressive Planning - a 401…$13MThe Murray Bank 401(k) Employee Stock Ownership PlanThe Murray Bank 401(k) Emplo…$13MZynex, Inc. 401(k) Plan$13MI. D. Booth, Inc. Profit Sharing 401(k) PlanI. D. Booth, Inc. Profit Sha…$13M
End-of-year total assets ($M) among Renewaire, LLC Retirement Saving Plan & Trust 2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN272192399
Plan Effective Date2010-05-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Renewaire, LLC)

Sponsor-wide plan assets over time

All Renewaire, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.62858983352014% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $15.7M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 131 $10M
2023 1 135 $13M
2024 1 151 $16M

Nearby 401(k) Plans in Wisconsin

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

Renewaire, LLC Retirement Saving Plan & Trust 2 vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Renewaire, LLC Retirement Saving Plan & Trust 2, Total assets ($B): 0.013348372 · Participants: 135Renewaire, LLC Retirement Saving Plan & Trust 2Advocate 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
Renewaire, LLC Retirement Saving Plan & Trust 2 vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Renewaire, LLC Retirement Saving Plan & Trust 2 side-by-side with 3 peers →

Renewaire, LLC Retirement Saving Plan & Trust 2's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Progressive Planning - a 401(k) Retirement Plan in OR ($13M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Renewaire, LLC Retirement Saving Plan & Trust 2 assets move in 2023? ▼
Renewaire, LLC Retirement Saving Plan & Trust 2 surged - up 31.2% during 2023, from $10M to $13M. Reported net income was $3M.
How have Renewaire, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Renewaire, LLC's sponsor-wide assets grew 54.6%, from $10M to $16M.
Which 401(k) plans are similar in size to Renewaire, LLC Retirement Saving Plan & Trust 2? ▼
Among 401(k) plans in other states, the closest by assets is Progressive Planning - a 401(k) Retirement Plan in OR ($13M, 3,244 participants).
Which 401(k) plans cover a similar participant headcount to Renewaire, LLC Retirement Saving Plan & Trust 2? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 272192399.

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.