401(k) · DOL Form 5500 · 2023

H.J. Martin & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
235
Participants Below avg headcount
76th
Percentile by assets National rank
$102,173
Avg per participant Below avg balance/head
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Official DOL plan name: H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan · Sponsored by H.J. Martin & Son, Inc. · Wisconsin · Retail Trade

$24M in assets, 235 participants

H.J. Martin & Son, Inc.'s H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan reported $24M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,161 in Retail Trade (8,414 peers)

Coverage in Wisconsin

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan covers 235 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.

#7,161
in Retail Trade (8,414 peers)
+21.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan's outsized position by total assets

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan vs every filed plan by assets

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

$24,010,549 Top 24% higher than 76% 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

H. J. Martin & Son, Inc. Profit Sharing and Retirement 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. H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan reported participants rose from 231 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390967098 · H.J. Martin & Son, Inc. PY 2023 · 401(k)

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan · $24M · 235 · 76th

  • RANK $24M
  • PHOTO 235
  • IND 76th
  • EOY 401(k)
  • 5500 near Car Toys & Wireless Advocates 401(k) Plan
  • ASSETS ind #7161

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 →

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan in the asset neighbourhood

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings PlanH. J. Martin & Son, Inc. Pro…$24MCar Toys & Wireless Advocates 401(k) PlanCar Toys & Wireless Advocate…$24MOfferup, Inc. 401(k) Plan$24MHodges Capital Holdings, Inc. Profit Sharing Savings Plan & TrustHodges Capital Holdings, Inc…$24MHotelbeds Retirement Plan$24M
End-of-year total assets ($M) among H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN390967098
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.J. Martin & Son, Inc.)

Sponsor-wide plan assets over time

All H.J. Martin & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 34.1818424241418% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.8M $26.5M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 231 $20M
2023 1 235 $24M
2024 1 244 $27M

Nearby 401(k) Plans in Wisconsin

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

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 0.024010549 · Participants: 235H. J. Martin & Son, Inc. Profit Sharing and Retirement 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
H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan side-by-side with 3 peers →

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Car Toys & Wireless Advocates 401(k) Plan in WA ($24M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (235 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 H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan assets move in 2023? ▼
H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan grew sharply - up 21.5% during 2023, from $20M to $24M. Reported net income was $4M.
How have H.J. Martin & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.J. Martin & Son, Inc.'s sponsor-wide assets grew 34.2%, from $20M to $27M.
Where does H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan rank by assets among Form 5500 filers? ▼
H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan ranks in the 76th 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 H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Car Toys & Wireless Advocates 401(k) Plan in WA ($24M, 652 participants).
Which 401(k) plans cover a similar participant headcount to H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 390967098.

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.