401(k) · DOL Form 5500 · 2023

Aqua Finance Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
394
Participants Below avg headcount
67th
Percentile by assets National rank
$37,470
Avg per participant Low balance/head
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Official DOL plan name: Aqua Finance Inc. 401(k) Profit Sharing Plan · Sponsored by Aqua Finance Inc. · Wisconsin · Finance & Insurance

$15M in assets, 394 participants

Aqua Finance Inc.'s Aqua Finance Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 394 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,608 in Finance & Insurance (8,869 peers)

Aqua Finance Inc. multi-year trail

Aqua Finance Inc.'s plans moved +50.7% in assets from 2022 to 2024; this filing shows Aqua Finance Inc. 401(k) Profit Sharing Plan at $15M / 394 participants.

#4,608
in Finance & Insurance (8,869 peers)
+32.4%
assets growth YoY

Aqua Finance Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Aqua Finance Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,763,296 Top 33% higher than 67% 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

Aqua Finance 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. Aqua Finance Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (394 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aqua Finance Inc. 401(k) Profit Sharing Plan reported net income rose from -$641K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Aqua Finance Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Aqua Finance Inc. 401(k) Profit Sharing Plan reported participants rose from 357 in the plan year 2022 filing to 394 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391615890 · Aqua Finance Inc. PY 2023 · 401(k)

Aqua Finance Inc. 401(k) Profit Sharing Plan · $15M · 394 · 67th

  • NET $15M
  • BOOK 394
  • VS-ST 67th
  • BOY 401(k)
  • SCH near Great Western Manufacturing Company, Inc. Profit Sharing 401(k) Plan
  • EBSA ind #4608

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Aqua Finance Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Aqua Finance Inc. 401(k) Profit Sharing PlanAqua Finance Inc. 401(k) Pro…$15MGreat Western Manufacturing Company, Inc. Profit Sharing 401(k) PlanGreat Western Manufacturing …$15MInman Mills 401(k) Retirement Savings PlanInman Mills 401(k) Retiremen…$15MAlom Technologies Corporation 401(k) Profit Sharing Plan and TrustAlom Technologies Corporatio…$15MClinical Ink Retirement Trust$15M
End-of-year total assets ($M) among Aqua Finance Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aqua Finance Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aqua Finance Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 50.69577711018899% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16.8M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 357 $11M
2023 1 394 $15M
2024 1 397 $17M

Aqua Finance Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN391615890
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Aqua Finance 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 ($B) Participants Aqua Finance Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014763296 · Participants: 394Aqua Finance 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
Aqua Finance Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Aqua Finance Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aqua Finance 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 Great Western Manufacturing Company, Inc. Profit Sharing 401(k) Plan in KS ($15M); by covered participants it is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Aqua Finance Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Aqua Finance Inc. 401(k) Profit Sharing Plan surged - up 32.4% during 2023, from $11M to $15M. Reported net income was $4M.
How have Aqua Finance Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aqua Finance Inc.'s sponsor-wide assets grew 50.7%, from $11M to $17M.
Which 401(k) plans are similar in size to Aqua Finance Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Western Manufacturing Company, Inc. Profit Sharing 401(k) Plan in KS ($15M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Aqua Finance Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mintel Group Ltd. Employees' 401(k) Retirement Plan in IL (394 participants, $47M 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 391615890.

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.