401(k) · DOL Form 5500 · 2023

Engineering Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
147
Participants Small participant base
66th
Percentile by assets National rank
$94,380
Avg per participant Below avg balance/head
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Official DOL plan name: Engineering Specialists, Inc. 401(k) Savings Plan · Sponsored by Engineering Specialists, Inc. · Wisconsin · Professional & Technical Services

$14M in assets, 147 participants

Engineering Specialists, Inc.'s Engineering Specialists, Inc. 401(k) Savings Plan reported $14M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,175 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Engineering Specialists, Inc. 401(k) Savings Plan covers 147 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#13,175
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY

Engineering Specialists, Inc. 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Engineering Specialists, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$13,873,787 Top 34% higher than 66% 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

Engineering Specialists, Inc. 401(k) Savings 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. Engineering Specialists, Inc. 401(k) Savings Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Engineering Specialists, Inc. 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Engineering Specialists, Inc. 401(k) Savings Plan reported participants rose from 112 in the plan year 2022 filing to 147 in the plan year 2023 filing.
  • Engineering Specialists, Inc. 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391208480 · Engineering Specialists, Inc. PY 2023 · 401(k)

Engineering Specialists, Inc. 401(k) Savings Plan · $14M · 147 · 66th

  • BOOK $14M
  • VS-ST 147
  • BOY 66th
  • SCH 401(k)
  • EBSA near Midland Health Mep 401(k) Plan
  • PART ind #13175

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Engineering Specialists, Inc. 401(k) Savings Plan in the asset neighbourhood

Engineering Specialists, Inc. 401(k) Savings PlanEngineering Specialists, Inc…$14MMidland Health Mep 401(k) PlanMidland Health Mep 401(k) Pl…$14MBeaver Valley Supply Co. , Inc. 401(k) PlanBeaver Valley Supply Co. , I…$14MQuechan Indian Tribe Employee Savings and Retirement PlanQuechan Indian Tribe Employe…$14MFentress Architects Employee Defined Contribution PlanFentress Architects Employee…$14M
End-of-year total assets ($M) among Engineering Specialists, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN391208480
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engineering Specialists, Inc.)

Sponsor-wide plan assets over time

All Engineering Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 38.469579117592026% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $16.5M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 112 $12M
2023 1 147 $14M
2024 1 138 $16M

Nearby 401(k) Plans in Wisconsin

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

Engineering Specialists, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Engineering Specialists, Inc. 401(k) Savings Plan, Total assets ($B): 0.013873787 · Participants: 147Engineering Specialists, Inc. 401(k) 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
Engineering Specialists, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Engineering Specialists, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Engineering Specialists, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Midland Health Mep 401(k) Plan in TX ($14M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Engineering Specialists, Inc. 401(k) Savings Plan assets move in 2023? ▼
Engineering Specialists, Inc. 401(k) Savings Plan grew sharply - up 16.8% during 2023, from $12M to $14M. Reported net income was $2M.
How have Engineering Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engineering Specialists, Inc.'s sponsor-wide assets grew 38.5%, from $12M to $16M.
Which 401(k) plans are similar in size to Engineering Specialists, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midland Health Mep 401(k) Plan in TX ($14M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Engineering Specialists, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 391208480.

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.