401(k) · DOL Form 5500 · 2023

Sva Certified Public Accountants, S.C. 401(k) Plan

Data updated 2026-08-11

$111M
Total assets: 210
Participants: 92nd
Percentile by assets: $528,921
Avg per participant

Official DOL plan name: Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan · Sponsored by Sva Certified Public Accountants, S.C. · Wisconsin · Professional & Technical Services

$111M in assets, 210 participants

Sva Certified Public Accountants, S.C.'s Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan reported $111M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#18,921 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan covers 210 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $111M.

$111M
total plan assets (2023 EOY): 210
covered participants: 92nd
percentile by assets (of 127,072 plans): $528,921
avg assets per participant

Where Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan sits by total assets

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$111,073,355 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan reported net income rose from -$23M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan reported participants fell from 225 in the plan year 2022 filing to 210 in the plan year 2023 filing.
Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan end-of-year assets rose from $105M in the plan year 2022 filing to $111M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Professional & Technical Services

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan reports 210 participants - about 37% of that state average ($111M EOY assets).

Wisconsin filing particulars

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

Sponsor Plan History (Sva Certified Public Accountants, S.C.)

Total plan assets by year, all Sva Certified Public Accountants, S.C. plans on file

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.

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan by total assets, not by location.

Agri-Mark, Inc. Retirement Savings Plan (MA) $111M · 1,074
Bh Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees) (CT) $111M · 1,043
Parametrix, Inc. 401(k) and Profit Sharing Plan (WA) $111M · 632
High Street Insurance Partners 401(k) Plan (MI) $111M · 1,743

Frequently Asked Questions

How did Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan assets move in 2023? ▼

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan grew at a solid clip - up 5.9% during 2023, from $105M to $111M. Reported net income was $6M.

How have Sva Certified Public Accountants, S.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sva Certified Public Accountants, S.C.'s sponsor-wide assets grew 4.9%, from $105M to $110M.

Where does Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Agri-Mark, Inc. Retirement Savings Plan in MA ($111M, 1,074 participants).

Next read for Sva Certified Public Accountants, S.C. 4…

Filing takeaways

Ways to act on Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan's numbers.

By total assets, Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Sva Certified Public Accountants, S.C.'s sponsor-wide assets have grown 4.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 391203191.