401(k) · DOL Form 5500 · 2023

Palmen Motors, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
175
Participants Small participant base
74th
Percentile by assets National rank
$123,058
Avg per participant Near avg balance/head
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Official DOL plan name: Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust · Sponsored by Palmen Motors, Inc. · Wisconsin · Retail Trade

$22M in assets, 175 participants

Palmen Motors, Inc.'s Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust reported $22M in total assets and 175 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.

  • #7,033 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust covers 175 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $22M.

#7,033
in Retail Trade (8,414 peers)
+16.5%
assets growth YoY

Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust's outsized position by total assets

Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust vs every filed plan by assets

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

$21,535,176 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

Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust 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. Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust reported participants fell from 185 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391156658 · Palmen Motors, Inc. PY 2023 · 401(k)

Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust · $22M · 175 · 74th

  • SCH $22M
  • SCH 175
  • SCH 74th
  • SCH 401(k)
  • SCH near Women's Health Care, P. C. Profit Sharing and 401(k) Plan
  • SCH ind #7033

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 →

Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust in the asset neighbourhood

Palmen Motors, Inc. Profit Sharing 401(k) Plan & TrustPalmen Motors, Inc. Profit S…$22MMedical Associates of Rhode Island, Inc. 401(k) PlanMedical Associates of Rhode …$22MAquestive Therapeutics 401(k) PlanAquestive Therapeutics 401(k…$22MWomen's Health Care, P. C. Profit Sharing and 401(k) PlanWomen's Health Care, P. C. P…$22MBoston Analytical 401(k) Plan$22M
End-of-year total assets ($M) among Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN391156658
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmen Motors, Inc.)

Sponsor-wide plan assets over time

All Palmen Motors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 29.75396538415846% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.5M $24M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 185 $18M
2023 1 175 $22M
2024 1 166 $24M

Nearby 401(k) Plans in Wisconsin

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

Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust, Total assets ($B): 0.021535176 · Participants: 175Palmen Motors, Inc. Profit Sharing 401(k) Plan & TrustAdvocate 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
Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust side-by-side with 3 peers →

Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Women's Health Care, P. C. Profit Sharing and 401(k) Plan in IN ($22M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust assets move in 2023? ▼
Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust grew sharply - up 16.5% during 2023, from $18M to $22M. Reported net income was $3M.
How have Palmen Motors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmen Motors, Inc.'s sponsor-wide assets grew 29.8%, from $18M to $24M.
Which 401(k) plans are similar in size to Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Women's Health Care, P. C. Profit Sharing and 401(k) Plan in IN ($22M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Palmen Motors, Inc. Profit Sharing 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 391156658.

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.