Profit Sharing · DOL Form 5500 · 2023
Pr Appleton West Inc. Profit Sharing Plan
Data updated 2026-08-25
- $712K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $178,112
- Avg per participant Above avg balance/head
Official DOL plan name: Pr Appleton West Inc. Retirement Plan · Sponsored by Pr Appleton West Inc. · Wisconsin · Food Services & Accommodation
$712K in assets, 4 participants
Pr Appleton West Inc.'s Pr Appleton West Inc. Retirement Plan reported $712K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,067 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Pr Appleton West Inc. Retirement Plan ranks #2,067 of 3,828 2023 filers by assets (2746% of the sector average)-$712K for 4 participants.
- #2,067
- in Food Services & Accommodation (3,828 peers)
- +36.3%
- assets growth YoY
Pr Appleton West Inc. Retirement Plan among the smaller filed plans by assets
Pr Appleton West Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$712,449 21st percentile higher than 21% 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
Pr Appleton West Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pr Appleton West Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pr Appleton West Inc. Retirement Plan reported net income rose from $35K in the plan year 2022 filing to $190K in the plan year 2023 filing.
- Pr Appleton West Inc. Retirement Plan end-of-year assets rose from $523K in the plan year 2022 filing to $712K in the plan year 2023 filing.
- Pr Appleton West Inc. Retirement Plan reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 842005533 · Pr Appleton West Inc. PY 2023 · Profit Sharing
Pr Appleton West Inc. Retirement Plan · $712K · 4 · 21st
- PART $712K
- PART 4
- PART 21st
- PART Profit Sharing
- PART near Soller-Krajicek, Inc. Profit Sharing Plan
- PART ind #2067
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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →
Pr Appleton West Inc. Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $523K |
|---|---|
| Net Assets (End of Year) | $712K |
| Net Income | $190K |
| Employer EIN | 842005533 |
| Plan Effective Date | 2019-09-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pr Appleton West Inc.)
Sponsor-wide plan assets over time
All Pr Appleton West Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $786K 50.3661198944595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $523K |
| 2023 | 1 | 4 | $712K |
| 2024 | 1 | 4 | $786K |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Pr Appleton West Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Soller-Krajicek, Inc. Profit Sharing Plan in MN ($712K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($712K here).
- Soller-Krajicek, Inc. Profit Sharing Plan (MN) $712K · 19
- Chizuko Hamada Keogh Plan (CA) $713K · N/A
- Aron Warner Bros Inc Profit Sharing Plan (CA) $712K · 1
- Mcinnis Marketing Associates, Inc. Profit Sharing Plan (PA) $712K · 5
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.