401(k) · DOL Form 5500 · 2023

Easter Seals Southeast Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
58
Participants Small participant base
31st
Percentile by assets National rank
$35,643
Avg per participant Low balance/head
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Official DOL plan name: Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan · Sponsored by Easter Seals Southeast Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance

$2M in assets, 58 participants

Easter Seals Southeast Wisconsin, Inc.'s Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,227 in Healthcare & Social Assistance (17,684 peers)

Easter Seals Southeast Wisconsin, Inc. multi-year trail

Easter Seals Southeast Wisconsin, Inc.'s plans moved +25.5% in assets from 2022 to 2024; this filing shows Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan at $2M / 58 participants.

#5,227
in Healthcare & Social Assistance (17,684 peers)
+6.1%
assets growth YoY

Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,067,286 31st percentile higher than 31% 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

Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing 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. Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan reported net income rose from -$623K in the plan year 2022 filing to $122K in the plan year 2023 filing.
  • Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan reported participants fell from 59 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390816849 · Easter Seals Southeast Wisconsin, Inc. PY 2023 · 401(k)

Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan · $2M · 58 · 31st

  • RANK $2M
  • RANK 58
  • RANK 31st
  • RANK 401(k)
  • RANK near Barbara J Home Health Agency, Inc. 401(k) Plan
  • RANK ind #5227

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 →

Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing PlanEaster Seals Southeast Wisco…$2MBarbara J Home Health Agency, Inc. 401(k) PlanBarbara J Home Health Agency…$2MCook Realty Employees Retirement PlanCook Realty Employees Retire…$2MColcal Colorado, Inc. Retirement PlanColcal Colorado, Inc. Retire…$2MAlpha Mills Corporation 401(k) Profit Sharing Plan & TrustAlpha Mills Corporation 401(…$2M
End-of-year total assets ($M) among Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Easter Seals Southeast Wisconsin, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Easter Seals Southeast Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.522163593807747% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.95M $2.45M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 59 $2M
2023 1 58 $2M
2024 1 74 $2M

Easter Seals Southeast Wisconsin, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$122K
Employer EIN390816849
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Easter Seals Southeast Wisconsin, 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 ($B) Participants Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002067286 · Participants: 58Easter Seals Southeast Wisconsin, 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
Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Easter Seals Southeast Wisconsin, 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 Barbara J Home Health Agency, Inc. 401(k) Plan in PA ($2M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.1% during 2023, from $2M to $2M. Reported net income was $122K.
How have Easter Seals Southeast Wisconsin, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Easter Seals Southeast Wisconsin, Inc.'s sponsor-wide assets grew 25.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Barbara J Home Health Agency, Inc. 401(k) Plan in PA ($2M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Easter Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K in assets).