401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$149M
Total assets
316
Participants
93rd
Percentile by assets
$472,498
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$149M
total plan assets (2023 EOY)
316
covered participants
93rd
percentile by assets (of 127,072 plans)
$472,498
avg assets per participant

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 →

State
Wisconsin
Industry
Professional & Technical Services

Von Briesen & Roper S.C. 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Von Briesen & Roper S.C. 401(k) Profit Sharing Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

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.)

$120M$140M$160M$180M 202220232024 $134M $171M ▲ +27.4%
Total plan assets by year, all Von Briesen & Roper, S.C. plans on file
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

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 …Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
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 S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Von Briesen & Roper S.C. 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Von Briesen & Roper S.C. 401(k) Profit S…

Scale reading

Ways to act on Von Briesen & Roper S.C. 401(k) Profit Sharing Plan's numbers.

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.