401(k) · DOL Form 5500 · 2023

Bliffert Lumber & Fuel Company Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
263
Participants Below avg headcount
70th
Percentile by assets National rank
$65,167
Avg per participant Low balance/head
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Official DOL plan name: Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan · Sponsored by Bliffert Lumber & Fuel Company Inc. · Wisconsin · Wholesale Trade

$17M in assets, 263 participants

Bliffert Lumber & Fuel Company Inc.'s Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan reported $17M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,140 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan covers 263 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#4,140
in Wholesale Trade (6,309 peers)
+45.7%
assets growth YoY

Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan's outsized position by total assets

Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan vs every filed plan by assets

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

$17,139,035 Top 30% higher than 70% 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

Bliffert Lumber & Fuel Company Inc. 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. Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan reported participants rose from 233 in the plan year 2022 filing to 263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390170225 · Bliffert Lumber & Fuel Company Inc. PY 2023 · 401(k)

Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan · $17M · 263 · 70th

  • 5500 $17M
  • 5500 263
  • 5500 70th
  • 5500 401(k)
  • 5500 near Mg Properties Retirement Plan
  • 5500 ind #4140

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan in the asset neighbourhood

Bliffert Lumber & Fuel Company Inc. Profit Sharing PlanBliffert Lumber & Fuel Compa…$17MMg Properties Retirement Plan$17MMesirow Pooled Employer Plan$17MVanguard Industries East 401(k) PlanVanguard Industries East 401…$17MExegy Incorporated 401(k) PlanExegy Incorporated 401(k) Pl…$17M
End-of-year total assets ($M) among Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN390170225
Plan Effective Date1959-12-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Bliffert Lumber & Fuel Company Inc.)

Sponsor-wide plan assets over time

All Bliffert Lumber & Fuel Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 99.48307208976199% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.1M $42M ▲ +99.5%
Year Plans Participants Total Assets
2022 2 431 $21M
2023 2 438 $35M
2024 2 621 $42M

Nearby 401(k) Plans in Wisconsin

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

Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan, Total assets ($B): 0.017139035 · Participants: 263Bliffert Lumber & Fuel Company Inc. 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
Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mg Properties Retirement Plan in CA ($17M); by covered participants it is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan assets move in 2023?
Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan surged - up 45.7% during 2023, from $12M to $17M. Reported net income was $5M.
How have Bliffert Lumber & Fuel Company Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bliffert Lumber & Fuel Company Inc.'s sponsor-wide assets grew 99.5%, from $21M to $42M.
Which 401(k) plans are similar in size to Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Mg Properties Retirement Plan in CA ($17M, 562 participants).
Which 401(k) plans cover a similar participant headcount to Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants, $4M in assets).