401(k) · DOL Form 5500 · 2022

Society of St. Vincent De Paul of Waukesha County, Inc. 401(k) Plan

Data updated 2026-08-25

$617K
Total assets Small plan by assets
118
Participants Small participant base
20th
Percentile by assets National rank
$5,228
Avg per participant Low balance/head
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Official DOL plan name: St. Vincent De Paul Waukesha Retirement Savings Plan · Sponsored by Society of St. Vincent De Paul of Waukesha County, Inc. · Wisconsin · Retail Trade

$617K in assets, 118 participants

Society of St. Vincent De Paul of Waukesha County, Inc.'s St. Vincent De Paul Waukesha Retirement Savings Plan reported $617K in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,831 in Retail Trade (9,519 peers)

Coverage in Wisconsin

St. Vincent De Paul Waukesha Retirement Savings Plan covers 118 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $617K.

#2,831
in Retail Trade (9,519 peers)
+49.4%
assets growth YoY

St. Vincent De Paul Waukesha Retirement Savings Plan among the smaller filed plans by assets

St. Vincent De Paul Waukesha Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$616,877 20th percentile higher than 20% of 139,123 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 2022

St. Vincent De Paul Waukesha Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Vincent De Paul Waukesha Retirement Savings Plan sits mid-pack in the medium band (118 participants).

Plan-year Form 5500 strip

Filing strip 390909537 · Society of St. Vincent De Paul of Waukesha County, Inc. PY 2022 · 401(k)

St. Vincent De Paul Waukesha Retirement Savings Plan · $617K · 118 · 20th

  • EIN $617K
  • RANK 118
  • PHOTO 20th
  • IND 401(k)
  • EOY near Anglen Diesel, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #2831

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 →

St. Vincent De Paul Waukesha Retirement Savings Plan in the asset neighbourhood

St. Vincent De Paul Waukesha Retirement Savings PlanSt. Vincent De Paul Waukesha…$617KAnglen Diesel, Inc. 401(k) Profit Sharing PlanAnglen Diesel, Inc. 401(k) P…$617KAlan C. Turnham, Md, PA 401(k) Profit Sharing PlanAlan C. Turnham, Md, PA 401(…$617KIndy Access & Mobility, Inc. 401(k) PlanIndy Access & Mobility, Inc.…$617KPrescott Sanchez, Inc 401(k) PlanPrescott Sanchez, Inc 401(k)…$617K
End-of-year total assets ($M) among St. Vincent De Paul Waukesha Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$413K
Net Assets (End of Year)$617K
Net Income$204K
Employer EIN390909537
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society of St. Vincent De Paul of Waukesha County, Inc.)

Sponsor-wide plan assets over time

All Society of St. Vincent De Paul of Waukesha County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$854K 38.51416084567912% vs 2022
2023 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 20222023 $0.62M $0.85M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 118 $617K
2023 1 116 $854K

Nearby 401(k) Plans in Wisconsin

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

St. Vincent De Paul Waukesha Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants St. Vincent De Paul Waukesha Retirement Savings Plan, Total assets ($B): 0.000616877 · Participants: 118St. Vincent De Paul Waukesha Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
St. Vincent De Paul Waukesha Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare St. Vincent De Paul Waukesha Retirement Savings Plan side-by-side with 3 peers →

St. Vincent De Paul Waukesha Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Anglen Diesel, Inc. 401(k) Profit Sharing Plan in OK ($617K); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Vincent De Paul Waukesha Retirement Savings Plan assets move in 2022? ▼
St. Vincent De Paul Waukesha Retirement Savings Plan surged - up 49.4% during 2022, from $413K to $617K. Reported net income was $204K.
How have Society of St. Vincent De Paul of Waukesha County, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Society of St. Vincent De Paul of Waukesha County, Inc.'s sponsor-wide assets grew 38.5%, from $617K to $854K.
Where does St. Vincent De Paul Waukesha Retirement Savings Plan rank by assets among Form 5500 filers? ▼
St. Vincent De Paul Waukesha Retirement Savings Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to St. Vincent De Paul Waukesha Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anglen Diesel, Inc. 401(k) Profit Sharing Plan in OK ($617K, 12 participants).
Which 401(k) plans cover a similar participant headcount to St. Vincent De Paul Waukesha Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390909537.

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.