401(k) · DOL Form 5500 · 2023

Pkware, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
97
Participants Small participant base
62nd
Percentile by assets National rank
$118,196
Avg per participant Near avg balance/head
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Official DOL plan name: Pkware, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Pkware, Inc. · Wisconsin · Professional & Technical Services

$11M in assets, 97 participants

Pkware, Inc.'s Pkware, Inc. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,289 in Professional & Technical Services (20,321 peers)

Pkware, Inc. multi-year trail

Pkware, Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Pkware, Inc. 401(k) Profit Sharing Plan and Trust at $11M / 97 participants.

#12,289
in Professional & Technical Services (20,321 peers)
+11.6%
assets growth YoY

Pkware, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Pkware, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,464,980 Top 38% higher than 62% 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

Pkware, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pkware, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pkware, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pkware, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 123 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Pkware, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391566010 · Pkware, Inc. PY 2023 · 401(k)

Pkware, Inc. 401(k) Profit Sharing Plan and Trust · $11M · 97 · 62nd

  • SCH $11M
  • EBSA 97
  • PART 62nd
  • TYPE 401(k)
  • NET near Delta Dental 401(k) Retirement Savings Plan
  • BOOK ind #12289

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 →

Pkware, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Canusa Hershman Recycling 401(k) PlanCanusa Hershman Recycling 40…$11MPkware, Inc. 401(k) Profit Sharing Plan and TrustPkware, Inc. 401(k) Profit S…$11MDelta Dental 401(k) Retirement Savings PlanDelta Dental 401(k) Retireme…$11M403(b) Thrift Plan of Partners in Development Foundation403(b) Thrift Plan of Partne…$11MBlt Management, LLC 401(k) PlanBlt Management, LLC 401(k) P…$11M
End-of-year total assets ($M) among Pkware, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pkware, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pkware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 36.09905243051713% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $14M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 123 $10M
2023 1 97 $11M
2024 1 92 $14M

Pkware, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN391566010
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Pkware, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Pkware, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.01146498 · Participants: 97Pkware, Inc. 401(k) Profit Sharing Plan and TrustAdvocate 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
Pkware, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Pkware, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Pkware, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Delta Dental 401(k) Retirement Savings Plan in ID ($11M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Pkware, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Pkware, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 11.6% during 2023, from $10M to $11M. Reported net income was $1M.
How have Pkware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pkware, Inc.'s sponsor-wide assets grew 36.1%, from $10M to $14M.
Which 401(k) plans are similar in size to Pkware, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Delta Dental 401(k) Retirement Savings Plan in ID ($11M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Pkware, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 391566010.

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.