401(k) · DOL Form 5500 · 2023

Larson Management Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
228
Participants Below avg headcount
38th
Percentile by assets National rank
$15,668
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Larson Management Inc. 401(k) Profit Sharing Plan · Sponsored by Larson Management Inc. · Wisconsin · Food Services & Accommodation

$4M in assets, 228 participants

Larson Management Inc.'s Larson Management Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,839 in Food Services & Accommodation (3,828 peers)

Coverage in Wisconsin

Larson Management Inc. 401(k) Profit Sharing Plan covers 228 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#2,839
in Food Services & Accommodation (3,828 peers)
+17.1%
assets growth YoY

Larson Management Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Larson Management Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,572,372 38th percentile higher than 38% 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

Larson Management Inc. 401(k) Profit Sharing 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. Larson Management Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Larson Management Inc. 401(k) Profit Sharing Plan reported net income rose from -$146K in the plan year 2022 filing to $523K in the plan year 2023 filing.
  • Larson Management Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Larson Management Inc. 401(k) Profit Sharing Plan reported participants rose from 196 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391681041 · Larson Management Inc. PY 2023 · 401(k)

Larson Management Inc. 401(k) Profit Sharing Plan · $4M · 228 · 38th

  • IND $4M
  • IND 228
  • IND 38th
  • IND 401(k)
  • IND near Park & Velayos, LLP Profit Sharing Plan
  • IND ind #2839

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 →

Larson Management Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Larson Management Inc. 401(k) Profit Sharing PlanLarson Management Inc. 401(k…$4MPark & Velayos, LLP Profit Sharing PlanPark & Velayos, LLP Profit S…$4M401(k) Profit Sharing Plan for Employees of Casa Central Social Services Corporation401(k) Profit Sharing Plan f…$4MCrossbar 401(k) Plan$4MNoodle Analytics, Inc. 401(k) Profit Sharing Plan and TrustNoodle Analytics, Inc. 401(k…$4M
End-of-year total assets ($M) among Larson Management Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$523K
Employer EIN391681041
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Larson Management Inc.)

Sponsor-wide plan assets over time

All Larson Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.67100489571559% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.05M $4.2M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 196 $3M
2023 1 228 $4M
2024 1 247 $4M

Nearby 401(k) Plans in Wisconsin

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

Larson Management Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Larson Management Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003572372 · Participants: 228Larson Management Inc. 401(k) Profit Sharing 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
Larson Management Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Larson Management Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Park & Velayos, LLP Profit Sharing Plan in CA ($4M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Larson Management Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Larson Management Inc. 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2023, from $3M to $4M. Reported net income was $523K.
How have Larson Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larson Management Inc.'s sponsor-wide assets grew 37.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Larson Management Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Park & Velayos, LLP Profit Sharing Plan in CA ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Larson Management Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 391681041.

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.