401(k) · DOL Form 5500 · 2023

Musicnotes, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
48
Participants Small participant base
45th
Percentile by assets National rank
$108,410
Avg per participant Below avg balance/head
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Official DOL plan name: Musicnotes Profit Sharing and Employee Savings Plan · Sponsored by Musicnotes, Inc. · Wisconsin · Retail Trade

$5M in assets, 48 participants

Musicnotes, Inc.'s Musicnotes Profit Sharing and Employee Savings Plan reported $5M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,682 in Retail Trade (8,414 peers)

Musicnotes, Inc. multi-year trail

Musicnotes, Inc.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Musicnotes Profit Sharing and Employee Savings Plan at $5M / 48 participants.

#4,682
in Retail Trade (8,414 peers)
+20.9%
assets growth YoY

Musicnotes Profit Sharing and Employee Savings Plan's mid-pack asset rank among Retail Trade and all filers

Musicnotes Profit Sharing and Employee Savings Plan vs every filed plan by assets

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

$5,203,673 45th percentile higher than 45% 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

Musicnotes Profit Sharing and Employee Savings 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. Musicnotes Profit Sharing and Employee Savings Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Musicnotes Profit Sharing and Employee Savings Plan reported net income rose from -$631K in the plan year 2022 filing to $877K in the plan year 2023 filing.
  • Musicnotes Profit Sharing and Employee Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Musicnotes Profit Sharing and Employee Savings Plan reported participants fell from 54 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391922597 · Musicnotes, Inc. PY 2023 · 401(k)

Musicnotes Profit Sharing and Employee Savings Plan · $5M · 48 · 45th

  • PART $5M
  • PART 48
  • PART 45th
  • PART 401(k)
  • PART near NPW401K
  • PART ind #4682

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 Retail Trade retirement plans → · Plans in Wisconsin →

Musicnotes Profit Sharing and Employee Savings Plan in the asset neighbourhood

Musicnotes Profit Sharing and Employee Savings PlanMusicnotes Profit Sharing an…$5MNPW401K$5MArnold Electric Company, Inc. Dba Arnold & Blevins Electric Company, Inc. Employee Savings TrustArnold Electric Company, Inc…$5MFoster Thomas Retirement Plan$5MCoast Mortgage Corporation 401(k) Plan and TrustCoast Mortgage Corporation 4…$5M
End-of-year total assets ($M) among Musicnotes Profit Sharing and Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Musicnotes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Musicnotes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.02930135802472% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.31M $5.34M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 54 $4M
2023 1 48 $5M
2024 1 41 $5M

Musicnotes, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$877K
Employer EIN391922597
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Musicnotes Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Musicnotes Profit Sharing and Employee Savings Plan, Total assets ($B): 0.005203673 · Participants: 48Musicnotes Profit Sharing and Employee 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
Musicnotes Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Musicnotes Profit Sharing and Employee Savings Plan side-by-side with 3 peers →

Musicnotes Profit Sharing and Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is NPW401K in FL ($5M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Musicnotes Profit Sharing and Employee Savings Plan assets move in 2023? ▼
Musicnotes Profit Sharing and Employee Savings Plan grew sharply - up 20.9% during 2023, from $4M to $5M. Reported net income was $877K.
How have Musicnotes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Musicnotes, Inc.'s sponsor-wide assets grew 24.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Musicnotes Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is NPW401K in FL ($5M, 629 participants).
Which 401(k) plans cover a similar participant headcount to Musicnotes Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 391922597.

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.