401(k) · DOL Form 5500 · 2023

Strohm Ballweg, LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
29
Participants Small participant base
65th
Percentile by assets National rank
$475,936
Avg per participant High balance/head
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Official DOL plan name: Strohm Ballweg, LLP Retirement Savings Plan · Sponsored by Strohm Ballweg, LLP · Wisconsin · Professional & Technical Services

$14M in assets, 29 participants

Strohm Ballweg, LLP's Strohm Ballweg, LLP Retirement Savings Plan reported $14M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,152 in Professional & Technical Services (20,321 peers)

Strohm Ballweg, LLP multi-year trail

Strohm Ballweg, LLP's plans moved +42.1% in assets from 2022 to 2024; this filing shows Strohm Ballweg, LLP Retirement Savings Plan at $14M / 29 participants.

#13,152
in Professional & Technical Services (20,321 peers)
+25.9%
assets growth YoY

Strohm Ballweg, LLP Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Strohm Ballweg, LLP Retirement Savings Plan vs every filed plan by assets

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

$13,802,133 Top 35% higher than 65% 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

Strohm Ballweg, LLP Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strohm Ballweg, LLP Retirement Savings Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strohm Ballweg, LLP Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Strohm Ballweg, LLP Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391969986 · Strohm Ballweg, LLP PY 2023 · 401(k)

Strohm Ballweg, LLP Retirement Savings Plan · $14M · 29 · 65th

  • PART $14M
  • PART 29
  • PART 65th
  • PART 401(k)
  • PART near Utility Contracting Co. Profit-Sharing Retirement Plan
  • PART ind #13152

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Strohm Ballweg, LLP Retirement Savings Plan in the asset neighbourhood

Strohm Ballweg, LLP Retirement Savings PlanStrohm Ballweg, LLP Retireme…$14MUtility Contracting Co. Profit-Sharing Retirement PlanUtility Contracting Co. Prof…$14MWaters 401(k) Profit Sharing PlanWaters 401(k) Profit Sharing…$14MCrean Lutheran High School 403(b) PlanCrean Lutheran High School 4…$14MMountaineer Contractors, Inc. 401(k) Profit Sharing PlanMountaineer Contractors, Inc…$14M
End-of-year total assets ($M) among Strohm Ballweg, LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Strohm Ballweg, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Strohm Ballweg, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.14702522123486% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11M $15.6M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 29 $11M
2023 1 29 $14M
2024 1 30 $16M

Strohm Ballweg, LLP filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN391969986
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Strohm Ballweg, LLP Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Strohm Ballweg, LLP Retirement Savings Plan, Total assets ($B): 0.013802133 · Participants: 29Strohm Ballweg, LLP Retirement Savings 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
Strohm Ballweg, LLP Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Strohm Ballweg, LLP Retirement Savings Plan side-by-side with 3 peers →

Strohm Ballweg, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Utility Contracting Co. Profit-Sharing Retirement Plan in MI ($14M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Strohm Ballweg, LLP Retirement Savings Plan assets move in 2023? ▼
Strohm Ballweg, LLP Retirement Savings Plan grew sharply - up 25.9% during 2023, from $11M to $14M. Reported net income was $3M.
How have Strohm Ballweg, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strohm Ballweg, LLP's sponsor-wide assets grew 42.1%, from $11M to $16M.
Which 401(k) plans are similar in size to Strohm Ballweg, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utility Contracting Co. Profit-Sharing Retirement Plan in MI ($14M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Strohm Ballweg, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 391969986.

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.