401(k) · DOL Form 5500 · 2023

Kaukauna Clinic, S.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
36
Participants Small participant base
71st
Percentile by assets National rank
$517,362
Avg per participant High balance/head
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Official DOL plan name: Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan · Sponsored by Kaukauna Clinic, S.C. · Wisconsin · Healthcare & Social Assistance

$19M in assets, 36 participants

Kaukauna Clinic, S.C.'s Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan reported $19M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,424 in Healthcare & Social Assistance (17,684 peers)

Kaukauna Clinic, S.C. multi-year trail

Kaukauna Clinic, S.C.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan at $19M / 36 participants.

#13,424
in Healthcare & Social Assistance (17,684 peers)
+12.8%
assets growth YoY

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan's outsized position by total assets

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan vs every filed plan by assets

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

$18,625,034 Top 29% higher than 71% 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

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan reported participants fell from 37 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391189707 · Kaukauna Clinic, S.C. PY 2023 · 401(k)

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan · $19M · 36 · 71st

  • SCH $19M
  • EBSA 36
  • PART 71st
  • TYPE 401(k)
  • NET near Summit Advisor Services LLC Employee 401(k) Plan
  • BOOK ind #13424

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan in the asset neighbourhood

Kaukauna Clinic, S.C. 401(k) and Retirement Savings PlanKaukauna Clinic, S.C. 401(k)…$19MSummit Advisor Services LLC Employee 401(k) PlanSummit Advisor Services LLC …$19MMetropolitan Foods Inc 401(k) Profit Sharing Plan and TrustMetropolitan Foods Inc 401(k…$19MCambridge Computer Services, Inc. 401(k) PlanCambridge Computer Services,…$19MMg Engineering Dpc 401(k) Profit Sharing Plan and TrustMg Engineering Dpc 401(k) Pr…$19M
End-of-year total assets ($M) among Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kaukauna Clinic, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kaukauna Clinic, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.903122631933584% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.8M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 37 $17M
2023 1 36 $19M
2024 1 35 $21M

Kaukauna Clinic, S.C. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN391189707
Plan Effective Date1973-12-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan, Total assets ($B): 0.018625034 · Participants: 36Kaukauna Clinic, S.C. 401(k) and Retirement Savings 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
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan side-by-side with 3 peers →

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Summit Advisor Services LLC Employee 401(k) Plan in NJ ($19M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan assets move in 2023? ▼
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan grew at a solid clip - up 12.8% during 2023, from $17M to $19M. Reported net income was $2M.
How have Kaukauna Clinic, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaukauna Clinic, S.C.'s sponsor-wide assets grew 25.9%, from $17M to $21M.
Which 401(k) plans are similar in size to Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Advisor Services LLC Employee 401(k) Plan in NJ ($19M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 391189707.

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.