401(k) · DOL Form 5500 · 2023

Metallics, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 177
Participants Small participant base: 56th
Percentile by assets National rank: $49,286
Avg per participant Low balance/head

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Official DOL plan name: Metallics, Inc. 401(k) Retirement Plan · Sponsored by Metallics, Inc. · Wisconsin · Manufacturing

$9M in assets, 177 participants

Metallics, Inc.'s Metallics, Inc. 401(k) Retirement Plan reported $9M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

#7,698 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Metallics, Inc. 401(k) Retirement Plan covers 177 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#7,698
in Manufacturing (18,722 peers): +7.7%
assets growth YoY

Metallics, Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Metallics, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$8,723,544 Top 44% higher than 56% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Metallics, Inc. 401(k) Retirement 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. Metallics, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (177 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Metallics, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $619K in the plan year 2023 filing.
Metallics, Inc. 401(k) Retirement Plan reported participants rose from 162 in the plan year 2022 filing to 177 in the plan year 2023 filing.
Metallics, Inc. 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390756971 · Metallics, Inc. PY 2023 · 401(k)

Metallics, Inc. 401(k) Retirement Plan · $9M · 177 · 56th

TYPE $9M
NET 177
BOOK 56th
VS-ST 401(k)
BOY near The Investment Plan
SCH ind #7698

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 Manufacturing retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Metallics, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$619K
Employer EIN	390756971
Plan Effective Date	1988-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Metallics, Inc.)

Latest sponsor-wide plan assets: $10M 17.694769696135037% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	162	$8M
2023	1	177	$9M
2024	1	149	$10M

Nearby 401(k) Plans in Wisconsin

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

Metallics, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Metallics, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Metallics, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Investment Plan in CA ($9M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

The Investment Plan (CA) $9M · 236
Tangent Technologies, LLC 401(k) (IL) $9M · 610
Guy M. Turner, Inc. 401(k) Retirement Plan (NC) $9M · 265
Sage Refined Products, Ltd. 401(k) Plan (TX) $9M · 61

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

Purolite 401(k) Plan (PA) 177 · 0 off
The Jane Pauley Community Health Center, Inc. 401(k) P/S Plan (IN) 177 · 0 off
Pillar Construction, Inc. 401(k) Plan (VA) 177 · 0 off
Jes Tech 401(k) Plan (TX) 177 · 0 off

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 Metallics, Inc. 401(k) Retirement Plan assets move in 2023? ▼

Metallics, Inc. 401(k) Retirement Plan grew at a solid clip - up 7.7% during 2023, from $8M to $9M. Reported net income was $619K.

How have Metallics, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Metallics, Inc.'s sponsor-wide assets grew 17.7%, from $8M to $10M.

Which 401(k) plans are similar in size to Metallics, Inc. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Investment Plan in CA ($9M, 236 participants).

Which 401(k) plans cover a similar participant headcount to Metallics, Inc. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 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 390756971.