401(k) · DOL Form 5500 · 2023
Auer Steel & Heating Supply Co. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 293
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $123,254
- Avg per participant Near avg balance/head
Official DOL plan name: Auer Steel & Heating Supply Company Retirement Plan · Sponsored by Auer Steel & Heating Supply Co. · Wisconsin · Wholesale Trade
$36M in assets, 293 participants
Auer Steel & Heating Supply Co.'s Auer Steel & Heating Supply Company Retirement Plan reported $36M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #5,164 in Wholesale Trade (6,309 peers)
Where Auer Steel & Heating Supply Company Retirement Plan sits by assets
Auer Steel & Heating Supply Company Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 293 participants (~$123,254/participant), up 21.7% in 2023.
- #5,164
- in Wholesale Trade (6,309 peers)
- +21.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Auer Steel & Heating Supply Company Retirement Plan's outsized position by total assets
Auer Steel & Heating Supply Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,113,567 Top 18% higher than 82% 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
Auer Steel & Heating Supply Company 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. Auer Steel & Heating Supply Company Retirement Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Auer Steel & Heating Supply Company Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Auer Steel & Heating Supply Company Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Auer Steel & Heating Supply Company Retirement Plan reported participants rose from 274 in the plan year 2022 filing to 293 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390139306 · Auer Steel & Heating Supply Co. PY 2023 · 401(k)
Auer Steel & Heating Supply Company Retirement Plan · $36M · 293 · 82nd
- EOY $36M
- 5500 293
- ASSETS 82nd
- PCT 401(k)
- EIN near South Shore Bank 401(k) Plan
- RANK ind #5164
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Auer Steel & Heating Supply Company Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 390139306 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Auer Steel & Heating Supply Co.)
Sponsor-wide plan assets over time
All Auer Steel & Heating Supply Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 30.95023465417892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $30M |
| 2023 | 1 | 293 | $36M |
| 2024 | 1 | 294 | $39M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Auer Steel & Heating Supply Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is South Shore Bank 401(k) Plan in MA ($36M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- South Shore Bank 401(k) Plan (MA) $36M · 207
- United Sugar Producers and Refiners Cooperative 401(k) Partnership Plan (MN) $36M · 126
- Nextpoint Group, LLC 401(k) Plan (VA) $36M · 190
- Campus USA Credit Union 401(k) Plan (FL) $36M · 387
Similar participant headcount
Nearest other-state filings by covered participants (293 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.