401(k) · DOL Form 5500 · 2023

T.a. Solberg Co., Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
582
Participants Below avg headcount
66th
Percentile by assets National rank
$24,478
Avg per participant Low balance/head
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Official DOL plan name: T.a. Solberg Co., Inc. 401(k) Plan · Sponsored by T.a. Solberg Co., Inc. · Wisconsin · Retail Trade

$14M in assets, 582 participants

T.a. Solberg Co., Inc.'s T.a. Solberg Co., Inc. 401(k) Plan reported $14M in total assets and 582 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,461 in Retail Trade (8,414 peers)

T.a. Solberg Co., Inc. multi-year trail

T.a. Solberg Co., Inc.'s plans moved +15.2% in assets from 2022 to 2024; this filing shows T.a. Solberg Co., Inc. 401(k) Plan at $14M / 582 participants.

#6,461
in Retail Trade (8,414 peers)
+10.8%
assets growth YoY

T.a. Solberg Co., Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

T.a. Solberg Co., Inc. 401(k) Plan vs every filed plan by assets

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

$14,246,456 Top 34% higher than 66% 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

T.a. Solberg Co., Inc. 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. T.a. Solberg Co., Inc. 401(k) Plan sits mid-pack in the medium band (582 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T.a. Solberg Co., Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • T.a. Solberg Co., Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • T.a. Solberg Co., Inc. 401(k) Plan reported participants fell from 611 in the plan year 2022 filing to 582 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391210564 · T.a. Solberg Co., Inc. PY 2023 · 401(k)

T.a. Solberg Co., Inc. 401(k) Plan · $14M · 582 · 66th

  • PHOTO $14M
  • IND 582
  • EOY 66th
  • 5500 401(k)
  • ASSETS near Kaspar Wire Works, Inc. 401(k) Profit Sharing Plan
  • PCT ind #6461

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 Retail Trade retirement plans → · Plans in Wisconsin →

T.a. Solberg Co., Inc. 401(k) Plan in the asset neighbourhood

T.a. Solberg Co., Inc. 401(k) PlanT.a. Solberg Co., Inc. 401(k…$14MKaspar Wire Works, Inc. 401(k) Profit Sharing PlanKaspar Wire Works, Inc. 401(…$14MS.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing PlanS.H. Tevis & Son, Inc. Emplo…$14MConcierge Home Care 401(k) PlanConcierge Home Care 401(k) P…$14MVecna Robotics, Inc. 401(k) PlanVecna Robotics, Inc. 401(k) …$14M
End-of-year total assets ($M) among T.a. Solberg Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

T.a. Solberg Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All T.a. Solberg Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.21179456238454% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.9M $14.8M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 611 $13M
2023 1 582 $14M
2024 1 556 $15M

T.a. Solberg Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN391210564
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

T.a. Solberg Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants T.a. Solberg Co., Inc. 401(k) Plan, Total assets ($B): 0.014246456 · Participants: 582T.a. Solberg Co., Inc. 401(k) 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
T.a. Solberg Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare T.a. Solberg Co., Inc. 401(k) Plan side-by-side with 3 peers →

T.a. Solberg Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kaspar Wire Works, Inc. 401(k) Profit Sharing Plan in TX ($14M); by covered participants it is Ovation Holdings 401(k) Retirement Plan in IA (582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (582 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 T.a. Solberg Co., Inc. 401(k) Plan assets move in 2023? ▼
T.a. Solberg Co., Inc. 401(k) Plan grew at a solid clip - up 10.8% during 2023, from $13M to $14M. Reported net income was $1M.
How have T.a. Solberg Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.a. Solberg Co., Inc.'s sponsor-wide assets grew 15.2%, from $13M to $15M.
Which 401(k) plans are similar in size to T.a. Solberg Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaspar Wire Works, Inc. 401(k) Profit Sharing Plan in TX ($14M, 377 participants).
Which 401(k) plans cover a similar participant headcount to T.a. Solberg Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovation Holdings 401(k) Retirement Plan in IA (582 participants, $22M 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 391210564.

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.