401(k) · DOL Form 5500 · 2023

Donohue & Associates Inc 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
116
Participants Small participant base
80th
Percentile by assets National rank
$281,830
Avg per participant High balance/head
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Official DOL plan name: Donohue & Associates Inc. 401(k) Plan · Sponsored by Donohue & Associates Inc · Wisconsin · Professional & Technical Services

$33M in assets, 116 participants

Donohue & Associates Inc's Donohue & Associates Inc. 401(k) Plan reported $33M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,448 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Donohue & Associates Inc. 401(k) Plan covers 116 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $33M.

#16,448
in Professional & Technical Services (20,321 peers)
+18.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Donohue & Associates Inc. 401(k) Plan's outsized position by total assets

Donohue & Associates Inc. 401(k) Plan vs every filed plan by assets

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

$32,692,299 Top 20% higher than 80% 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

Donohue & Associates Inc. 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. Donohue & Associates Inc. 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donohue & Associates Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Donohue & Associates Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Donohue & Associates Inc. 401(k) Plan reported participants fell from 118 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391873700 · Donohue & Associates Inc PY 2023 · 401(k)

Donohue & Associates Inc. 401(k) Plan · $33M · 116 · 80th

  • RANK $33M
  • RANK 116
  • RANK 80th
  • RANK 401(k)
  • RANK near Mason Hill Advisors, LLC Profit Sharing Plan
  • RANK ind #16448

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 →

Donohue & Associates Inc. 401(k) Plan in the asset neighbourhood

Donohue & Associates Inc. 401(k) PlanDonohue & Associates Inc. 40…$33MMason Hill Advisors, LLC Profit Sharing PlanMason Hill Advisors, LLC Pro…$33MThe Jaco 401(k) Retirement PlanThe Jaco 401(k) Retirement P…$33MAuria Solutions USA, Inc. Hourly Employees' Retirement Savings PlanAuria Solutions USA, Inc. Ho…$33MNational Hockey League Savings Plan for United States on-Ice OfficialsNational Hockey League Savin…$33M
End-of-year total assets ($M) among Donohue & Associates Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN391873700
Plan Effective Date1997-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Donohue & Associates Inc)

Sponsor-wide plan assets over time

All Donohue & Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$39M 42.118667025744415% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $39.2M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 118 $28M
2023 1 116 $33M
2024 1 128 $39M

Nearby 401(k) Plans in Wisconsin

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

Donohue & Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Donohue & Associates Inc. 401(k) Plan, Total assets ($B): 0.032692299 · Participants: 116Donohue & Associates Inc. 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
Donohue & Associates Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Donohue & Associates Inc. 401(k) Plan side-by-side with 3 peers →

Donohue & Associates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mason Hill Advisors, LLC Profit Sharing Plan in CT ($33M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Donohue & Associates Inc. 401(k) Plan assets move in 2023? ▼
Donohue & Associates Inc. 401(k) Plan grew sharply - up 18.5% during 2023, from $28M to $33M. Reported net income was $5M.
How have Donohue & Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donohue & Associates Inc's sponsor-wide assets grew 42.1%, from $28M to $39M.
Where does Donohue & Associates Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Donohue & Associates Inc. 401(k) Plan ranks in the 80th 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 Donohue & Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mason Hill Advisors, LLC Profit Sharing Plan in CT ($33M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Donohue & Associates Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 391873700.

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.