401(k) · DOL Form 5500 · 2023

Elderspan Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
299
Participants Below avg headcount
50th
Percentile by assets National rank
$22,840
Avg per participant Low balance/head
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Official DOL plan name: Elderspan Management, LLC Profit Sharing Plan · Sponsored by Elderspan Management, LLC · Wisconsin · Healthcare & Social Assistance

$7M in assets, 299 participants

Elderspan Management, LLC's Elderspan Management, LLC Profit Sharing Plan reported $7M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,857 in Healthcare & Social Assistance (17,684 peers)

Elderspan Management, LLC multi-year trail

Elderspan Management, LLC's plans moved +34.3% in assets from 2022 to 2024; this filing shows Elderspan Management, LLC Profit Sharing Plan at $7M / 299 participants.

#9,857
in Healthcare & Social Assistance (17,684 peers)
+19.2%
assets growth YoY

Elderspan Management, LLC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Elderspan Management, LLC Profit Sharing Plan vs every filed plan by assets

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

$6,829,208 Top 50% higher than 50% 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

Elderspan Management, LLC Profit Sharing 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. Elderspan Management, LLC Profit Sharing Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elderspan Management, LLC Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Elderspan Management, LLC Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Elderspan Management, LLC Profit Sharing Plan reported participants rose from 293 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391814432 · Elderspan Management, LLC PY 2023 · 401(k)

Elderspan Management, LLC Profit Sharing Plan · $7M · 299 · 50th

  • VS-ST $7M
  • VS-ST 299
  • VS-ST 50th
  • VS-ST 401(k)
  • VS-ST near Bluebonnet Chrysler Dodge, Ltd 401(k) Plan
  • VS-ST ind #9857

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 →

Elderspan Management, LLC Profit Sharing Plan in the asset neighbourhood

Elderspan Management, LLC Profit Sharing PlanElderspan Management, LLC Pr…$7MBluebonnet Chrysler Dodge, Ltd 401(k) PlanBluebonnet Chrysler Dodge, L…$7MReimer Law Co. 401(k) Plan$7MLinzer Products Corp 401(k) PlanLinzer Products Corp 401(k) …$7MWallace & Toney Valuation Advisors Inc 401(k) Profit Sharing PlanWallace & Toney Valuation Ad…$7M
End-of-year total assets ($M) among Elderspan Management, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Elderspan Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Elderspan Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.305105574796116% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.73M $7.69M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 293 $6M
2023 1 299 $7M
2024 1 292 $8M

Elderspan Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN391814432
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Elderspan Management, LLC Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Elderspan Management, LLC Profit Sharing Plan, Total assets ($B): 0.006829208 · Participants: 299Elderspan Management, LLC Profit Sharing 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
Elderspan Management, LLC Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Elderspan Management, LLC Profit Sharing Plan side-by-side with 3 peers →

Elderspan Management, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bluebonnet Chrysler Dodge, Ltd 401(k) Plan in TX ($7M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Elderspan Management, LLC Profit Sharing Plan assets move in 2023? ▼
Elderspan Management, LLC Profit Sharing Plan grew sharply - up 19.2% during 2023, from $6M to $7M. Reported net income was $1M.
How have Elderspan Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elderspan Management, LLC's sponsor-wide assets grew 34.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Elderspan Management, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bluebonnet Chrysler Dodge, Ltd 401(k) Plan in TX ($7M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Elderspan Management, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M 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 391814432.

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.