401(k) · DOL Form 5500 · 2023

Sussex Im, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
275
Participants Below avg headcount
82nd
Percentile by assets National rank
$138,463
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sussex Im 401(k) Plan · Sponsored by Sussex Im, Inc. · Wisconsin · Manufacturing

$38M in assets, 275 participants

Sussex Im, Inc.'s Sussex Im 401(k) Plan reported $38M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,051 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Sussex Im 401(k) Plan covers 275 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $38M.

#14,051
in Manufacturing (18,722 peers)
+11.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sussex Im 401(k) Plan's outsized position by total assets

Sussex Im 401(k) Plan vs every filed plan by assets

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

$38,077,265 Top 18% higher than 82% 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

Sussex Im 401(k) 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. Sussex Im 401(k) Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sussex Im 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sussex Im 401(k) Plan reported participants fell from 313 in the plan year 2022 filing to 275 in the plan year 2023 filing.
  • Sussex Im 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 900508625 · Sussex Im, Inc. PY 2023 · 401(k)

Sussex Im 401(k) Plan · $38M · 275 · 82nd

  • EBSA $38M
  • EBSA 275
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Penske Entertainment 401(k) Plan
  • EBSA ind #14051

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 Manufacturing retirement plans → · Plans in Wisconsin →

Sussex Im 401(k) Plan in the asset neighbourhood

Sussex Im 401(k) Plan$38MPenske Entertainment 401(k) PlanPenske Entertainment 401(k) …$38MPurdue Federal Credit Union 401(k) Plan and TrustPurdue Federal Credit Union …$38MThe Ifp Group of Companies Profit Sharing 401(k) PlanThe Ifp Group of Companies P…$38MCentral Bancshares, Inc. 401(k) PlanCentral Bancshares, Inc. 401…$38M
End-of-year total assets ($M) among Sussex Im 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN900508625
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sussex Im, Inc.)

Sponsor-wide plan assets over time

All Sussex Im, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 16.03455052296309% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.1M $39.5M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 313 $34M
2023 1 275 $38M
2024 1 243 $40M

Nearby 401(k) Plans in Wisconsin

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

Sussex Im 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sussex Im 401(k) Plan, Total assets ($B): 0.038077265 · Participants: 275Sussex Im 401(k) 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
Sussex Im 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sussex Im 401(k) Plan side-by-side with 3 peers →

Sussex Im 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Penske Entertainment 401(k) Plan in IN ($38M); by covered participants it is Centrus Savings Program in MD (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Sussex Im 401(k) Plan assets move in 2023? ▼
Sussex Im 401(k) Plan grew at a solid clip - up 11.8% during 2023, from $34M to $38M. Reported net income was $4M.
How have Sussex Im, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sussex Im, Inc.'s sponsor-wide assets grew 16.0%, from $34M to $40M.
Where does Sussex Im 401(k) Plan rank by assets among Form 5500 filers? ▼
Sussex Im 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sussex Im 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penske Entertainment 401(k) Plan in IN ($38M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Sussex Im 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centrus Savings Program in MD (275 participants, $198M 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 900508625.

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.