401(k) · DOL Form 5500 · 2023

Hupy and Abraham, S.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
145
Participants Small participant base
68th
Percentile by assets National rank
$109,973
Avg per participant Below avg balance/head
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Official DOL plan name: Hupy and Abraham, S.C. 401(k) Profit Sharing Plan · Sponsored by Hupy and Abraham, S.C. · Wisconsin · Professional & Technical Services

$16M in assets, 145 participants

Hupy and Abraham, S.C.'s Hupy and Abraham, S.C. 401(k) Profit Sharing Plan reported $16M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,780 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan covers 145 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#13,780
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,946,152 Top 32% higher than 68% 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

Hupy and Abraham, S.C. 401(k) 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. Hupy and Abraham, S.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hupy and Abraham, S.C. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hupy and Abraham, S.C. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391211548 · Hupy and Abraham, S.C. PY 2023 · 401(k)

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan · $16M · 145 · 68th

  • VS-ST $16M
  • BOY 145
  • SCH 68th
  • EBSA 401(k)
  • PART near Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust
  • TYPE ind #13780

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 →

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Hupy and Abraham, S.C. 401(k) Profit Sharing PlanHupy and Abraham, S.C. 401(k…$16MZehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & TrustZehnder's of Frankenmuth, In…$16MScott P. Leary, M.D., Inc. 401(k) Profit Sharing Plan & TrustScott P. Leary, M.D., Inc. 4…$16MXylem Goulds Pumps Retirement Savings and Investment PlanXylem Goulds Pumps Retiremen…$16MMed-El Corporation 401(k) Profit Sharing Plan and TrustMed-El Corporation 401(k) Pr…$16M
End-of-year total assets ($M) among Hupy and Abraham, S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN391211548
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hupy and Abraham, S.C.)

Sponsor-wide plan assets over time

All Hupy and Abraham, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.017502539706854% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $18.4M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 144 $13M
2023 1 145 $16M
2024 1 147 $18M

Nearby 401(k) Plans in Wisconsin

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

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Hupy and Abraham, S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.015946152 · Participants: 145Hupy and Abraham, S.C. 401(k) 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
Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Hupy and Abraham, S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust in MI ($16M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Hupy and Abraham, S.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Hupy and Abraham, S.C. 401(k) Profit Sharing Plan grew sharply - up 21.7% during 2023, from $13M to $16M. Reported net income was $3M.
How have Hupy and Abraham, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hupy and Abraham, S.C.'s sponsor-wide assets grew 40.0%, from $13M to $18M.
Which 401(k) plans are similar in size to Hupy and Abraham, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust in MI ($16M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Hupy and Abraham, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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 391211548.

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.