401(k) · DOL Form 5500 · 2023

WLCFS 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
220
Participants Below avg headcount
48th
Percentile by assets National rank
$27,296
Avg per participant Low balance/head
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Official DOL plan name: Wlcfs Retirement Readiness Plan · Sponsored by WLCFS · Wisconsin · Healthcare & Social Assistance

$6M in assets, 220 participants

WLCFS's Wlcfs Retirement Readiness Plan reported $6M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,318 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Wlcfs Retirement Readiness Plan covers 220 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#9,318
in Healthcare & Social Assistance (17,684 peers)
+25.9%
assets growth YoY

Wlcfs Retirement Readiness Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wlcfs Retirement Readiness Plan vs every filed plan by assets

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

$6,005,185 48th percentile higher than 48% 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

Wlcfs Retirement Readiness 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. Wlcfs Retirement Readiness Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wlcfs Retirement Readiness Plan reported net income rose from -$311K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wlcfs Retirement Readiness Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Wlcfs Retirement Readiness Plan reported participants fell from 248 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391047224 · WLCFS PY 2023 · 401(k)

Wlcfs Retirement Readiness Plan · $6M · 220 · 48th

  • PCT $6M
  • EIN 220
  • RANK 48th
  • PHOTO 401(k)
  • IND near Insulating Services, Inc. 401(k) Profit Sharing Plan
  • EOY ind #9318

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 →

Wlcfs Retirement Readiness Plan in the asset neighbourhood

Wlcfs Retirement Readiness PlanWlcfs Retirement Readiness P…$6MInsulating Services, Inc. 401(k) Profit Sharing PlanInsulating Services, Inc. 40…$6MMar-Mac Manufacturing Company 401(k) Profit Sharing PlanMar-Mac Manufacturing Compan…$6MAkm, LLC Employees Savings Plan and TrustAkm, LLC Employees Savings P…$6MNevakar, Inc. 401(k) Retirement PlanNevakar, Inc. 401(k) Retirem…$6M
End-of-year total assets ($M) among Wlcfs Retirement Readiness Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN391047224
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WLCFS)

Sponsor-wide plan assets over time

All WLCFS plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.703360907039972% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.77M $5.66M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 248 $5M
2023 1 220 $6M
2024 1 161 $6M

Nearby 401(k) Plans in Wisconsin

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

Wlcfs Retirement Readiness Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Wlcfs Retirement Readiness Plan, Total assets ($B): 0.006005185 · Participants: 220Wlcfs Retirement Readiness 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
Wlcfs Retirement Readiness Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wlcfs Retirement Readiness Plan side-by-side with 3 peers →

Wlcfs Retirement Readiness Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Insulating Services, Inc. 401(k) Profit Sharing Plan in NC ($6M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Wlcfs Retirement Readiness Plan assets move in 2023? ▼
Wlcfs Retirement Readiness Plan grew sharply - up 25.9% during 2023, from $5M to $6M. Reported net income was $1M.
How have WLCFS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), WLCFS's sponsor-wide assets grew 18.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Wlcfs Retirement Readiness Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insulating Services, Inc. 401(k) Profit Sharing Plan in NC ($6M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Wlcfs Retirement Readiness Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 391047224.

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.