401(k) · DOL Form 5500 · 2023
BETTERLIFE 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $243,399
- Avg per participant Above avg balance/head
Official DOL plan name: Betterlife Retirement Savings Plan · Sponsored by BETTERLIFE · Wisconsin · Finance & Insurance
$19M in assets, 78 participants
BETTERLIFE's Betterlife Retirement Savings Plan reported $19M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,142 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Betterlife Retirement Savings Plan holds $19M for 78 participants - about $243,399 per participant, above the median plan by assets.
- #5,142
- in Finance & Insurance (8,869 peers)
- +7.2%
- assets growth YoY
Betterlife Retirement Savings Plan's outsized position by total assets
Betterlife Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,985,158 Top 28% higher than 72% 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
Betterlife 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. Betterlife Retirement Savings Plan is a small filing (78 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 420594470 · BETTERLIFE PY 2023 · 401(k)
Betterlife Retirement Savings Plan · $19M · 78 · 72nd
- PART $19M
- TYPE 78
- NET 72nd
- BOOK 401(k)
- VS-ST near Kahlig Enterprises, Inc. Dba Bluebonnet Motors 401(k) Plan
- BOY ind #5142
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Betterlife Retirement Savings Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 420594470 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (BETTERLIFE)
Sponsor-wide plan assets over time
All BETTERLIFE plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 3.7478908524227186% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 78 | $19M |
| 2024 | 1 | 63 | $18M |
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
Betterlife Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Kahlig Enterprises, Inc. Dba Bluebonnet Motors 401(k) Plan in TX ($19M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.