401(k) · DOL Form 5500 · 2023

Metcalfe Markets Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
343
Participants Below avg headcount
64th
Percentile by assets National rank
$38,433
Avg per participant Low balance/head
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Official DOL plan name: Metcalfe Markets 401(k) Retirement Savings Plan · Sponsored by Metcalfe Markets Inc · Wisconsin · Retail Trade

$13M in assets, 343 participants

Metcalfe Markets Inc's Metcalfe Markets 401(k) Retirement Savings Plan reported $13M in total assets and 343 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,326 in Retail Trade (8,414 peers)

Metcalfe Markets Inc multi-year trail

Metcalfe Markets Inc's plans moved -99.4% in assets from 2022 to 2024; this filing shows Metcalfe Markets 401(k) Retirement Savings Plan at $13M / 343 participants.

#6,326
in Retail Trade (8,414 peers)
+13.5%
assets growth YoY

Metcalfe Markets 401(k) Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Metcalfe Markets 401(k) Retirement Savings Plan vs every filed plan by assets

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

$13,182,415 Top 36% higher than 64% 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

Metcalfe Markets 401(k) Retirement 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. Metcalfe Markets 401(k) Retirement Savings Plan sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metcalfe Markets 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Metcalfe Markets 401(k) Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Metcalfe Markets 401(k) Retirement Savings Plan reported participants rose from 312 in the plan year 2022 filing to 343 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 392020347 · Metcalfe Markets Inc PY 2023 · 401(k)

Metcalfe Markets 401(k) Retirement Savings Plan · $13M · 343 · 64th

  • IND $13M
  • IND 343
  • IND 64th
  • IND 401(k)
  • IND near Centric 401(k) Plan
  • IND ind #6326

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 Retail Trade retirement plans → · Plans in Wisconsin →

Metcalfe Markets 401(k) Retirement Savings Plan in the asset neighbourhood

Metcalfe Markets 401(k) Retirement Savings PlanMetcalfe Markets 401(k) Reti…$13MCentric 401(k) Plan$13MAmcp Clean Acquisition Company, LLC 401(k) Profit Sharing PlanAmcp Clean Acquisition Compa…$13MWilson Manufacturing Company, Inc. 401(k) Profit Sharing PlanWilson Manufacturing Company…$13MM&s Companies 401(k) Plan$13M
End-of-year total assets ($M) among Metcalfe Markets 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Metcalfe Markets Inc multi-year asset trail

Sponsor-wide plan assets over time

All Metcalfe Markets Inc plans reported in each filing year

Latest sponsor-wide plan assets
$67K 99.42628034924073% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.6M $0.07M ▼ -99.4%
Year Plans Participants Total Assets
2022 1 312 $12M
2023 1 343 $13M
2024 1 318 $67K

Metcalfe Markets Inc filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN392020347
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Metcalfe Markets 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Metcalfe Markets 401(k) Retirement Savings Plan, Total assets ($B): 0.013182415 · Participants: 343Metcalfe Markets 401(k) Retirement Savings 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
Metcalfe Markets 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Metcalfe Markets 401(k) Retirement Savings Plan side-by-side with 3 peers →

Metcalfe Markets 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Centric 401(k) Plan in CA ($13M); by covered participants it is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Metcalfe Markets 401(k) Retirement Savings Plan assets move in 2023? ▼
Metcalfe Markets 401(k) Retirement Savings Plan grew at a solid clip - up 13.5% during 2023, from $12M to $13M. Reported net income was $2M.
How have Metcalfe Markets Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metcalfe Markets Inc's sponsor-wide assets declined 99.4%, from $12M to $67K.
Which 401(k) plans are similar in size to Metcalfe Markets 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centric 401(k) Plan in CA ($13M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Metcalfe Markets 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants, N/A 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 392020347.

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.