401(k) · DOL Form 5500 · 2023

The Retirement Advantage 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
264
Participants Below avg headcount
68th
Percentile by assets National rank
$60,150
Avg per participant Low balance/head
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Official DOL plan name: The Retirement Advantage, Inc. 401(k) Plan · Sponsored by The Retirement Advantage · Wisconsin · Finance & Insurance

$16M in assets, 264 participants

The Retirement Advantage's The Retirement Advantage, Inc. 401(k) Plan reported $16M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,766 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

The Retirement Advantage, Inc. 401(k) Plan covers 264 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#4,766
in Finance & Insurance (8,869 peers)
+8.0%
assets growth YoY

The Retirement Advantage, Inc. 401(k) Plan's outsized position by total assets

The Retirement Advantage, Inc. 401(k) Plan vs every filed plan by assets

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

$15,879,536 Top 32% higher than 68% 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

The Retirement Advantage, 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. The Retirement Advantage, Inc. 401(k) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Advantage, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Retirement Advantage, Inc. 401(k) Plan reported participants rose from 224 in the plan year 2022 filing to 264 in the plan year 2023 filing.
  • The Retirement Advantage, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391816008 · The Retirement Advantage PY 2023 · 401(k)

The Retirement Advantage, Inc. 401(k) Plan · $16M · 264 · 68th

  • RANK $16M
  • PHOTO 264
  • IND 68th
  • EOY 401(k)
  • 5500 near Jhcc Holdings LLC 401(k) Plan
  • ASSETS ind #4766

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

The Retirement Advantage, Inc. 401(k) Plan in the asset neighbourhood

The Retirement Advantage, Inc. 401(k) PlanThe Retirement Advantage, In…$16MJhcc Holdings LLC 401(k) Plan$16MJonaco Machine Deferred Savings and Profit Sharing PlanJonaco Machine Deferred Savi…$16MPatients Medical Center 401(k) PlanPatients Medical Center 401(…$16MBpg Real Estate Services 401(k) PlanBpg Real Estate Services 401…$16M
End-of-year total assets ($M) among The Retirement Advantage, 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)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN391816008
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Retirement Advantage)

Sponsor-wide plan assets over time

All The Retirement Advantage plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.11070270826334% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.7M $17.2M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 224 $15M
2023 1 264 $16M
2024 1 221 $17M

Nearby 401(k) Plans in Wisconsin

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

The Retirement Advantage, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Retirement Advantage, Inc. 401(k) Plan, Total assets ($B): 0.015879536 · Participants: 264The Retirement Advantage, 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
The Retirement Advantage, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Retirement Advantage, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Jhcc Holdings LLC 401(k) Plan in AL ($16M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (264 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 The Retirement Advantage, Inc. 401(k) Plan assets move in 2023? ▼
The Retirement Advantage, Inc. 401(k) Plan grew at a solid clip - up 8.0% during 2023, from $15M to $16M. Reported net income was $1M.
How have The Retirement Advantage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Retirement Advantage's sponsor-wide assets grew 17.1%, from $15M to $17M.
Which 401(k) plans are similar in size to The Retirement Advantage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jhcc Holdings LLC 401(k) Plan in AL ($16M, 2,048 participants).
Which 401(k) plans cover a similar participant headcount to The Retirement Advantage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M 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 391816008.

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.