401(k) · DOL Form 5500 · 2023

Derse Inc 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
496
Participants Below avg headcount
87th
Percentile by assets National rank
$120,429
Avg per participant Near avg balance/head
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Official DOL plan name: Derse, Inc. Retirement Savings Plan · Sponsored by Derse Inc · Wisconsin · Professional & Technical Services

$60M in assets, 496 participants

Derse Inc's Derse, Inc. Retirement Savings Plan reported $60M in total assets and 496 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.

  • #17,963 in Professional & Technical Services (20,321 peers)

Where Derse, Inc. Retirement Savings Plan sits by assets

Derse, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $60M for 496 participants (~$120,429/participant), up 25.0% in 2023.

#17,963
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Derse, Inc. Retirement Savings Plan's outsized position by total assets

Derse, Inc. Retirement Savings Plan vs every filed plan by assets

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

$59,732,880 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

Derse, Inc. Retirement Savings 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. Derse, Inc. Retirement Savings Plan sits mid-pack in the medium band (496 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Derse, Inc. Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Derse, Inc. Retirement Savings Plan reported participants rose from 376 in the plan year 2022 filing to 496 in the plan year 2023 filing.
  • Derse, Inc. Retirement Savings Plan end-of-year assets rose from $48M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391630582 · Derse Inc PY 2023 · 401(k)

Derse, Inc. Retirement Savings Plan · $60M · 496 · 87th

  • PCT $60M
  • EIN 496
  • RANK 87th
  • PHOTO 401(k)
  • IND near Curi 401(k) Plan
  • EOY ind #17963

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 →

Derse, Inc. Retirement Savings Plan in the asset neighbourhood

Consumer Portfolio Services, Inc. 401(k) PlanConsumer Portfolio Services,…$60MDerse, Inc. Retirement Savings PlanDerse, Inc. Retirement Savin…$60MCuri 401(k) Plan$60MGolden Entertainment, Inc. 401(k) Savings PlanGolden Entertainment, Inc. 4…$60MLhb Inc. 401(k) & Profit Sharing PlanLhb Inc. 401(k) & Profit Sha…$60M
End-of-year total assets ($M) among Derse, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$60M
Net Income$12M
Employer EIN391630582
Plan Effective Date1966-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Derse Inc)

Sponsor-wide plan assets over time

All Derse Inc plans reported in each filing year

Latest sponsor-wide plan assets
$72M 51.114143515215304% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.8M $72.2M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 376 $48M
2023 1 496 $60M
2024 1 496 $72M

Nearby 401(k) Plans in Wisconsin

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

Derse, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Derse, Inc. Retirement Savings Plan, Total assets ($B): 0.05973288 · Participants: 496Derse, Inc. Retirement Savings 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
Derse, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Derse, Inc. Retirement Savings Plan side-by-side with 3 peers →

Derse, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Curi 401(k) Plan in NC ($60M); by covered participants it is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA (496 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (496 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 Derse, Inc. Retirement Savings Plan assets move in 2023? ▼
Derse, Inc. Retirement Savings Plan grew sharply - up 25.0% during 2023, from $48M to $60M. Reported net income was $12M.
How have Derse Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Derse Inc's sponsor-wide assets grew 51.1%, from $48M to $72M.
Where does Derse, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Derse, Inc. Retirement Savings 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 Derse, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curi 401(k) Plan in NC ($60M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Derse, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slakey Brothers, Inc. Profit Sharing 401(k) Plan in CA (496 participants, $41M 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 391630582.

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.