401(k) · DOL Form 5500 · 2023

Southwestern Wisconsin Community Action Program, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
142
Participants Small participant base
44th
Percentile by assets National rank
$33,914
Avg per participant Low balance/head
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Official DOL plan name: Southwestern Wisconsin Community Action Program, Inc. Retirement Plan · Sponsored by Southwestern Wisconsin Community Action Program, Inc. · Wisconsin · Healthcare & Social Assistance

$5M in assets, 142 participants

Southwestern Wisconsin Community Action Program, Inc.'s Southwestern Wisconsin Community Action Program, Inc. Retirement Plan reported $5M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,374 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan covers 142 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#8,374
in Healthcare & Social Assistance (17,684 peers)
+0.7%
assets growth YoY

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan vs every filed plan by assets

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

$4,815,761 44th percentile higher than 44% 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

Southwestern Wisconsin Community Action Program, Inc. 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. Southwestern Wisconsin Community Action Program, Inc. Retirement Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwestern Wisconsin Community Action Program, Inc. Retirement Plan reported net income rose from -$902K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Southwestern Wisconsin Community Action Program, Inc. Retirement Plan reported participants rose from 136 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391053511 · Southwestern Wisconsin Community Action Program, Inc. PY 2023 · 401(k)

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan · $5M · 142 · 44th

  • ASSETS $5M
  • PCT 142
  • EIN 44th
  • RANK 401(k)
  • PHOTO near Peninsula Family Service 403(b) Plan
  • IND ind #8374

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan in the asset neighbourhood

Southwestern Wisconsin Community Action Program, Inc. Retirement PlanSouthwestern Wisconsin Commu…$5MPeninsula Family Service 403(b) PlanPeninsula Family Service 403…$5MSolara Surgical Partners 401(k) PlanSolara Surgical Partners 401…$5MThe Hastings Automotive, Inc. Savings and Retirement Plan & TrustThe Hastings Automotive, Inc…$5MMercedes-Benz of Buckhead 401(k) PlanMercedes-Benz of Buckhead 40…$5M
End-of-year total assets ($M) among Southwestern Wisconsin Community Action Program, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$34K
Employer EIN391053511
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern Wisconsin Community Action Program, Inc.)

Sponsor-wide plan assets over time

All Southwestern Wisconsin Community Action Program, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.518764782119224% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M$5M 202220232024 $4.78M $4.23M ▼ -11.5%
Year Plans Participants Total Assets
2022 1 136 $5M
2023 1 142 $5M
2024 1 133 $4M

Nearby 401(k) Plans in Wisconsin

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

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Southwestern Wisconsin Community Action Program, Inc. Retirement Plan, Total assets ($B): 0.004815761 · Participants: 142Southwestern Wisconsin Community Action Program, Inc. Retirement 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
Southwestern Wisconsin Community Action Program, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Southwestern Wisconsin Community Action Program, Inc. Retirement Plan side-by-side with 3 peers →

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Peninsula Family Service 403(b) Plan in CA ($5M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Southwestern Wisconsin Community Action Program, Inc. Retirement Plan assets move in 2023? ▼
Southwestern Wisconsin Community Action Program, Inc. Retirement Plan held essentially flat - up 0.7% during 2023, from $5M to $5M. Reported net income was $34K.
How have Southwestern Wisconsin Community Action Program, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern Wisconsin Community Action Program, Inc.'s sponsor-wide assets declined 11.5%, from $5M to $4M.
Which 401(k) plans are similar in size to Southwestern Wisconsin Community Action Program, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peninsula Family Service 403(b) Plan in CA ($5M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Southwestern Wisconsin Community Action Program, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 391053511.

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.