SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C.

This 401(k) plan holds $111M in total assets and serves 210 participants as of 2023. It is sponsored by SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. in Wisconsin. The plan reported positive net income of $6M for the year.

Total Assets (2023)

$111M

Participants

210

State

Wisconsin

Industry

Professional & Technical Services

What the Filing Says About SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN

SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C., headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $111M in total end-of-year assets and covers 210 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 391203191, and the plan has been effective since 1983-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $105M at the beginning of 2023 to $111M at year-end — a gain of 5.9%. Net assets (after liabilities) closed the year at $111M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$105M
Total Assets (End of Year)	$111M
Net Assets (End of Year)	$111M
Net Income	$6M
Plan Type	401(k)
Employer EIN	391203191
Plan Effective Date	1983-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C.)

Year	Plans	Participants	Total Assets
2022	1	225	$105M
2023	1	210	$111M
2024	1	202	$110M

Nearby 401(k) Plans in Wisconsin

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

ADVOCATE AURORA HEALTH 401(K) PLAN $9.1B · 76,956
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN $6.2B · 28,904
FISERV 401(K) SAVINGS PLAN $4.8B · 25,280
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN $4.6B · 11,236
ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN $3.6B · 8,877

Compare SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 4… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN? ▼

As of the 2023 Form 5500 filing, SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN holds $111M in total assets with 210 participants. It is sponsored by SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C..

What type of plan is SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN? ▼

SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1983-06-01. The plan is filed with the U.S. Department of Labor under EIN 391203191.

Who sponsors the SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN? ▼

SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN is sponsored by SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C., located in Wisconsin. The sponsor's EIN is 391203191 and the plan operates in the Professional & Technical Services industry.

How did SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN perform in 2023? ▼

SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN grew by 5.9% during 2023, moving from $105M to $111M in total assets. Net income was $6M.

Where can I find official filings for SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN? ▼

Official Form 5500 filings for SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391203191 or plan name at efast.dol.gov.

How does SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN compare to other plans? ▼

You can compare SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.