401(k) · DOL Form 5500 · 2023
Primary Care Associates of Appleton, Ltd. 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 140
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $366,397
- Avg per participant High balance/head
Official DOL plan name: Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan · Sponsored by Primary Care Associates of Appleton, Ltd. · Wisconsin · Healthcare & Social Assistance
$51M in assets, 140 participants
Primary Care Associates of Appleton, Ltd.'s Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan reported $51M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,550 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $51M.
- #15,550
- in Healthcare & Social Assistance (17,684 peers)
- +23.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan's outsized position by total assets
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,295,552 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Primary Care Associates of Appleton, Ltd. Employees 401(k) 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. Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan end-of-year assets rose from $41M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan reported participants fell from 144 in the plan year 2022 filing to 140 in the plan year 2023 filing.
DOL schedule card
Filing strip 391988565 · Primary Care Associates of Appleton, Ltd. PY 2023 · 401(k)
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan · $51M · 140 · 86th
- IND $51M
- IND 140
- IND 86th
- IND 401(k)
- IND near Nutrien Collectively Bargained 401(k) Retirement Plan
- IND ind #15550
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $10M |
| Employer EIN | 391988565 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primary Care Associates of Appleton, Ltd.)
Sponsor-wide plan assets over time
All Primary Care Associates of Appleton, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 45.81014362461993% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $41M |
| 2023 | 1 | 140 | $51M |
| 2024 | 1 | 161 | $60M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Nutrien Collectively Bargained 401(k) Retirement Plan in CO ($51M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 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.