401(k) · DOL Form 5500 · 2023

Von Briesen & Roper, S.C. 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
316
Participants Below avg headcount
93rd
Percentile by assets National rank
$472,498
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Von Briesen & Roper S.C. 401(k) Profit Sharing Plan · Sponsored by Von Briesen & Roper, S.C. · Wisconsin · Professional & Technical Services

$149M in assets, 316 participants

Von Briesen & Roper, S.C.'s Von Briesen & Roper S.C. 401(k) Profit Sharing Plan reported $149M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,250 in Professional & Technical Services (20,321 peers)

Where Von Briesen & Roper S.C. 401(k) Profit Sharing Plan sits by assets

Von Briesen & Roper S.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $149M for 316 participants (~$472,498/participant), up 11.1% in 2023.

#19,250
in Professional & Technical Services (20,321 peers)
+11.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Von Briesen & Roper S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Von Briesen & Roper S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$149,309,388 Top 7% higher than 93% 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

Von Briesen & Roper S.C. 401(k) 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. Von Briesen & Roper S.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Von Briesen & Roper S.C. 401(k) Profit Sharing Plan reported net income rose from -$33M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Von Briesen & Roper S.C. 401(k) Profit Sharing Plan end-of-year assets rose from $134M in the plan year 2022 filing to $149M in the plan year 2023 filing.
  • Von Briesen & Roper S.C. 401(k) Profit Sharing Plan reported participants fell from 351 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391576289 · Von Briesen & Roper, S.C. PY 2023 · 401(k)

Von Briesen & Roper S.C. 401(k) Profit Sharing Plan · $149M · 316 · 93rd

  • SCH $149M
  • SCH 316
  • SCH 93rd
  • SCH 401(k)
  • SCH near Olam America Employee Savings Plan
  • SCH ind #19250

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 →

Von Briesen & Roper S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Olam America Employee Savings PlanOlam America Employee Saving…$149MBergelectric Corp Employees Pension & 401(k) PlanBergelectric Corp Employees …$149MVon Briesen & Roper S.C. 401(k) Profit Sharing PlanVon Briesen & Roper S.C. 401…$149MDaiwa Capital Markets America Inc. Retirement Investment PlanDaiwa Capital Markets Americ…$149MIBEW Local Union 271 NECA 401(k) Retirement PlanIBEW Local Union 271 NECA 40…$149M
End-of-year total assets ($M) among Von Briesen & Roper S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$149M
Net Income$15M
Employer EIN391576289
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Von Briesen & Roper, S.C.)

Sponsor-wide plan assets over time

All Von Briesen & Roper, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$171M 27.4290745101133% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $134M $171M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 351 $134M
2023 1 316 $149M
2024 1 299 $171M

Nearby 401(k) Plans in Wisconsin

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

Von Briesen & Roper S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Von Briesen & Roper S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.149309388 · Participants: 316Von Briesen & Roper S.C. 401(k) 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
Von Briesen & Roper S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Von Briesen & Roper S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Von Briesen & Roper S.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Olam America Employee Savings Plan in CA ($149M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Von Briesen & Roper S.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Von Briesen & Roper S.C. 401(k) Profit Sharing Plan grew at a solid clip - up 11.1% during 2023, from $134M to $149M. Reported net income was $15M.
How have Von Briesen & Roper, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Von Briesen & Roper, S.C.'s sponsor-wide assets grew 27.4%, from $134M to $171M.
Where does Von Briesen & Roper S.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Von Briesen & Roper S.C. 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Von Briesen & Roper S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Olam America Employee Savings Plan in CA ($149M, 2,976 participants).
Which 401(k) plans cover a similar participant headcount to Von Briesen & Roper S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M 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 391576289.

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.