401(k) · DOL Form 5500 · 2023

Felker Brothers Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
103
Participants Small participant base
51st
Percentile by assets National rank
$68,398
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Felker Brothers Corporation Union 401(k) Plan · Sponsored by Felker Brothers Corporation · Wisconsin · Manufacturing

$7M in assets, 103 participants

Felker Brothers Corporation's Felker Brothers Corporation Union 401(k) Plan reported $7M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,634 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Felker Brothers Corporation Union 401(k) Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#6,634
in Manufacturing (18,722 peers)
+19.8%
assets growth YoY

Felker Brothers Corporation Union 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Felker Brothers Corporation Union 401(k) Plan vs every filed plan by assets

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

$7,045,032 Top 49% higher than 51% 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

Felker Brothers Corporation Union 401(k) 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. Felker Brothers Corporation Union 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Felker Brothers Corporation Union 401(k) Plan reported net income rose from -$371K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Felker Brothers Corporation Union 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391305529 · Felker Brothers Corporation PY 2023 · 401(k)

Felker Brothers Corporation Union 401(k) Plan · $7M · 103 · 51st

  • EOY $7M
  • EOY 103
  • EOY 51st
  • EOY 401(k)
  • EOY near Wellthy, Inc. 401(k) Retirement Plan and Trust
  • EOY ind #6634

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 Manufacturing retirement plans → · Plans in Wisconsin →

Felker Brothers Corporation Union 401(k) Plan in the asset neighbourhood

Felker Brothers Corporation Union 401(k) PlanFelker Brothers Corporation …$7MWellthy, Inc. 401(k) Retirement Plan and TrustWellthy, Inc. 401(k) Retirem…$7MPhilo Smith Capital Corporation 401(k) Profit Sharing PlanPhilo Smith Capital Corporat…$7MRevelstoke Capital Management, LLC 401(k) PlanRevelstoke Capital Managemen…$7MGuarino's Swimming Pools Service, Inc. 401(k) Profit Sharing Plan & TrustGuarino's Swimming Pools Ser…$7M
End-of-year total assets ($M) among Felker Brothers Corporation Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN391305529
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Felker Brothers Corporation)

Sponsor-wide plan assets over time

All Felker Brothers Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$45M 24.245397515768733% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.6M $45.5M ▲ +24.2%
Year Plans Participants Total Assets
2022 2 266 $37M
2023 2 268 $43M
2024 2 266 $45M

Nearby 401(k) Plans in Wisconsin

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

Felker Brothers Corporation Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Felker Brothers Corporation Union 401(k) Plan, Total assets ($B): 0.007045032 · Participants: 103Felker Brothers Corporation Union 401(k) 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
Felker Brothers Corporation Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Felker Brothers Corporation Union 401(k) Plan side-by-side with 3 peers →

Felker Brothers Corporation Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Wellthy, Inc. 401(k) Retirement Plan and Trust in NY ($7M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Felker Brothers Corporation Union 401(k) Plan assets move in 2023? ▼
Felker Brothers Corporation Union 401(k) Plan grew sharply - up 19.8% during 2023, from $6M to $7M. Reported net income was $1M.
How have Felker Brothers Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Felker Brothers Corporation's sponsor-wide assets grew 24.2%, from $37M to $45M.
Which 401(k) plans are similar in size to Felker Brothers Corporation Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellthy, Inc. 401(k) Retirement Plan and Trust in NY ($7M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Felker Brothers Corporation Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants, N/A 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 391305529.

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.