401(k) · DOL Form 5500 · 2023

Delta Defense, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
614
Participants Below avg headcount
74th
Percentile by assets National rank
$34,409
Avg per participant Low balance/head
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Official DOL plan name: Delta Defense, LLC 401(k) Plan · Sponsored by Delta Defense, LLC · Wisconsin · Other Services

$21M in assets, 614 participants

Delta Defense, LLC's Delta Defense, LLC 401(k) Plan reported $21M in total assets and 614 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,731 in Other Services (7,857 peers)

Delta Defense, LLC multi-year trail

Delta Defense, LLC's plans moved +103.9% in assets from 2022 to 2024; this filing shows Delta Defense, LLC 401(k) Plan at $21M / 614 participants.

#6,731
in Other Services (7,857 peers)
+50.7%
assets growth YoY

Delta Defense, LLC 401(k) Plan's outsized position by total assets

Delta Defense, LLC 401(k) Plan vs every filed plan by assets

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

$21,127,331 Top 26% higher than 74% 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

Delta Defense, LLC 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. Delta Defense, LLC 401(k) Plan sits mid-pack in the medium band (614 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Delta Defense, LLC 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Delta Defense, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Delta Defense, LLC 401(k) Plan reported participants rose from 559 in the plan year 2022 filing to 614 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200364350 · Delta Defense, LLC PY 2023 · 401(k)

Delta Defense, LLC 401(k) Plan · $21M · 614 · 74th

  • VS-ST $21M
  • BOY 614
  • SCH 74th
  • EBSA 401(k)
  • PART near Invo Holdings 401(k) Plan
  • TYPE ind #6731

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 Other Services retirement plans → · Plans in Wisconsin →

Delta Defense, LLC 401(k) Plan in the asset neighbourhood

Delta Defense, LLC 401(k) PlanDelta Defense, LLC 401(k) Pl…$21MInvo Holdings 401(k) Plan$21MAgri Stats. Inc. 401(k) Plan$21MRiver Bank and Trust 401(k) Employee Stock Ownership PlanRiver Bank and Trust 401(k) …$21MHarmac Medical Products, Inc. Retirement Savings PlanHarmac Medical Products, Inc…$21M
End-of-year total assets ($M) among Delta Defense, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delta Defense, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Delta Defense, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 103.91861041886186% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $14M $28.6M ▲ +103.9%
Year Plans Participants Total Assets
2022 1 559 $14M
2023 1 614 $21M
2024 1 638 $29M

Delta Defense, LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$21M
Net Income$7M
Employer EIN200364350
Plan Effective Date2012-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Delta Defense, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Delta Defense, LLC 401(k) Plan, Total assets ($B): 0.021127331 · Participants: 614Delta Defense, LLC 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
Delta Defense, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Delta Defense, LLC 401(k) Plan side-by-side with 3 peers →

Delta Defense, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Invo Holdings 401(k) Plan in FL ($21M); by covered participants it is Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in IA (614 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (614 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 Delta Defense, LLC 401(k) Plan assets move in 2023? ▼
Delta Defense, LLC 401(k) Plan surged - up 50.7% during 2023, from $14M to $21M. Reported net income was $7M.
How have Delta Defense, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Defense, LLC's sponsor-wide assets grew 103.9%, from $14M to $29M.
Which 401(k) plans are similar in size to Delta Defense, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Invo Holdings 401(k) Plan in FL ($21M, 2,388 participants).
Which 401(k) plans cover a similar participant headcount to Delta Defense, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in IA (614 participants, $122M 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 200364350.

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.