401(k) · DOL Form 5500 · 2023

Palermo Villa, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
827
Participants Near avg headcount
79th
Percentile by assets National rank
$36,707
Avg per participant Low balance/head
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Official DOL plan name: Palermo Villa, Inc. 401(k) Plan · Sponsored by Palermo Villa, Inc. · Wisconsin · Manufacturing

$30M in assets, 827 participants

Palermo Villa, Inc.'s Palermo Villa, Inc. 401(k) Plan reported $30M in total assets and 827 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,352 in Manufacturing (18,722 peers)

Where Palermo Villa, Inc. 401(k) Plan sits by assets

Palermo Villa, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 827 participants (~$36,707/participant), up 31.4% in 2023.

#13,352
in Manufacturing (18,722 peers)
+31.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Palermo Villa, Inc. 401(k) Plan's outsized position by total assets

Palermo Villa, Inc. 401(k) Plan vs every filed plan by assets

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

$30,356,602 Top 21% higher than 79% 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

Palermo Villa, Inc. 401(k) 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. Palermo Villa, Inc. 401(k) Plan sits mid-pack in the medium band (827 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palermo Villa, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Palermo Villa, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Palermo Villa, Inc. 401(k) Plan reported participants rose from 763 in the plan year 2022 filing to 827 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391035704 · Palermo Villa, Inc. PY 2023 · 401(k)

Palermo Villa, Inc. 401(k) Plan · $30M · 827 · 79th

  • VS-ST $30M
  • VS-ST 827
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Prager Metis Cpas, LLC 401(k) Savings Plan II
  • VS-ST ind #13352

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 →

Palermo Villa, Inc. 401(k) Plan in the asset neighbourhood

Palermo Villa, Inc. 401(k) PlanPalermo Villa, Inc. 401(k) P…$30MUniversity of St. Augustine for Health Sciences 401(k) Retirement Savings PlanUniversity of St. Augustine …$30MPrager Metis Cpas, LLC 401(k) Savings Plan IIPrager Metis Cpas, LLC 401(k…$30MBrowning 401(k) Savings Plan$30MEcho Maintenance 401(k) Plan$30M
End-of-year total assets ($M) among Palermo Villa, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN391035704
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palermo Villa, Inc.)

Sponsor-wide plan assets over time

All Palermo Villa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 68.55845805865395% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $23.1M $38.9M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 763 $23M
2023 1 827 $30M
2024 1 1,065 $39M

Nearby 401(k) Plans in Wisconsin

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

Palermo Villa, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Palermo Villa, Inc. 401(k) Plan, Total assets ($B): 0.030356602 · Participants: 827Palermo Villa, Inc. 401(k) 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
Palermo Villa, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Palermo Villa, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Prager Metis Cpas, LLC 401(k) Savings Plan II in NY ($30M); by covered participants it is Four Seasons Retirement Savings Plan in PA (827 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (827 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 Palermo Villa, Inc. 401(k) Plan assets move in 2023? ▼
Palermo Villa, Inc. 401(k) Plan surged - up 31.4% during 2023, from $23M to $30M. Reported net income was $7M.
How have Palermo Villa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palermo Villa, Inc.'s sponsor-wide assets grew 68.6%, from $23M to $39M.
Where does Palermo Villa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Palermo Villa, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Palermo Villa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prager Metis Cpas, LLC 401(k) Savings Plan II in NY ($30M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Palermo Villa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Four Seasons Retirement Savings Plan in PA (827 participants, $42M 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 391035704.

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.