401(k) · DOL Form 5500 · 2023

Clasen Quality Chocolate 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
562
Participants Below avg headcount
87th
Percentile by assets National rank
$98,752
Avg per participant Below avg balance/head
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Official DOL plan name: Clasen Quality Chocolate 401(k) Plan · Sponsored by Clasen Quality Chocolate · Wisconsin · Manufacturing

$55M in assets, 562 participants

Clasen Quality Chocolate's Clasen Quality Chocolate 401(k) Plan reported $55M in total assets and 562 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,064 in Manufacturing (18,722 peers)

Where Clasen Quality Chocolate 401(k) Plan sits by assets

Clasen Quality Chocolate 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 562 participants (~$98,752/participant), up 26.4% in 2023.

#15,064
in Manufacturing (18,722 peers)
+26.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Clasen Quality Chocolate 401(k) Plan's outsized position by total assets

Clasen Quality Chocolate 401(k) Plan vs every filed plan by assets

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

$55,498,347 Top 13% higher than 87% 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

Clasen Quality Chocolate 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. Clasen Quality Chocolate 401(k) Plan sits mid-pack in the medium band (562 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clasen Quality Chocolate 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Clasen Quality Chocolate 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Clasen Quality Chocolate 401(k) Plan reported participants rose from 496 in the plan year 2022 filing to 562 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391921811 · Clasen Quality Chocolate PY 2023 · 401(k)

Clasen Quality Chocolate 401(k) Plan · $55M · 562 · 87th

  • IND $55M
  • EOY 562
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Milestone Technologies, Inc 401(k) Profit Sharing Plan
  • EIN ind #15064

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 →

Clasen Quality Chocolate 401(k) Plan in the asset neighbourhood

Erco Worldwide Inc. 401(k) PlanErco Worldwide Inc. 401(k) P…$56MBetter Home & Finance Holding Company 401(k) PlanBetter Home & Finance Holdin…$56MWilliams, Kastner & Gibbs PLLC Retirement PlanWilliams, Kastner & Gibbs PL…$56MClasen Quality Chocolate 401(k) PlanClasen Quality Chocolate 401…$55MMilestone Technologies, Inc 401(k) Profit Sharing PlanMilestone Technologies, Inc …$55M
End-of-year total assets ($M) among Clasen Quality Chocolate 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$55M
Net Income$12M
Employer EIN391921811
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clasen Quality Chocolate)

Sponsor-wide plan assets over time

All Clasen Quality Chocolate plans reported in each filing year

Latest sponsor-wide plan assets
$67M 53.72022047407725% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.9M $67.5M ▲ +53.7%
Year Plans Participants Total Assets
2022 1 496 $44M
2023 1 562 $55M
2024 1 564 $67M

Nearby 401(k) Plans in Wisconsin

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

Clasen Quality Chocolate 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Clasen Quality Chocolate 401(k) Plan, Total assets ($B): 0.055498347 · Participants: 562Clasen Quality Chocolate 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
Clasen Quality Chocolate 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Clasen Quality Chocolate 401(k) Plan side-by-side with 3 peers →

Clasen Quality Chocolate 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Milestone Technologies, Inc 401(k) Profit Sharing Plan in CA ($55M); by covered participants it is Aim Media 401(k) Plan in TX (562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (562 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 Clasen Quality Chocolate 401(k) Plan assets move in 2023? ▼
Clasen Quality Chocolate 401(k) Plan grew sharply - up 26.4% during 2023, from $44M to $55M. Reported net income was $12M.
How have Clasen Quality Chocolate plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clasen Quality Chocolate's sponsor-wide assets grew 53.7%, from $44M to $67M.
Where does Clasen Quality Chocolate 401(k) Plan rank by assets among Form 5500 filers? ▼
Clasen Quality Chocolate 401(k) Plan ranks in the 87th 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 Clasen Quality Chocolate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Milestone Technologies, Inc 401(k) Profit Sharing Plan in CA ($55M, 1,923 participants).
Which 401(k) plans cover a similar participant headcount to Clasen Quality Chocolate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aim Media 401(k) Plan in TX (562 participants, $20M 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 391921811.

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.