401(k) · DOL Form 5500 · 2023

The Employer Group, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
702
Participants Below avg headcount
77th
Percentile by assets National rank
$35,926
Avg per participant Low balance/head
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Official DOL plan name: The Employer Group Retirement Savings Plan · Sponsored by The Employer Group, Inc. · Wisconsin · Administrative & Support Services

$25M in assets, 702 participants

The Employer Group, Inc.'s The Employer Group Retirement Savings Plan reported $25M in total assets and 702 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,851 in Administrative & Support Services (4,372 peers)

Where The Employer Group Retirement Savings Plan sits by assets

The Employer Group Retirement Savings Plan sits in the top quartile of all filed plans by assets, $25M for 702 participants (~$35,926/participant), up 1.5% in 2023.

#3,851
in Administrative & Support Services (4,372 peers)
+1.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Employer Group Retirement Savings Plan's outsized position by total assets

The Employer Group Retirement Savings Plan vs every filed plan by assets

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

$25,219,940 Top 23% higher than 77% 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

The Employer Group 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. The Employer Group Retirement Savings Plan sits mid-pack in the medium band (702 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Employer Group Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Employer Group Retirement Savings Plan reported participants rose from 625 in the plan year 2022 filing to 702 in the plan year 2023 filing.
  • The Employer Group Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391825035 · The Employer Group, Inc. PY 2023 · 401(k)

The Employer Group Retirement Savings Plan · $25M · 702 · 77th

  • PHOTO $25M
  • PHOTO 702
  • PHOTO 77th
  • PHOTO 401(k)
  • PHOTO near The Philadelphia Zoo 401(k) Retirement Savings Plan
  • PHOTO ind #3851

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 Administrative & Support Services retirement plans → · Plans in Wisconsin →

The Employer Group Retirement Savings Plan in the asset neighbourhood

The Employer Group Retirement Savings PlanThe Employer Group Retiremen…$25MThe Philadelphia Zoo 401(k) Retirement Savings PlanThe Philadelphia Zoo 401(k) …$25MFarm Journal, Inc. 401(k) Savings PlanFarm Journal, Inc. 401(k) Sa…$25MCovoro Mining Solutions 401(k) PlanCovoro Mining Solutions 401(…$25MAcelero Learning Retirement PlanAcelero Learning Retirement …$25M
End-of-year total assets ($M) among The Employer Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN391825035
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Employer Group, Inc.)

Sponsor-wide plan assets over time

All The Employer Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 24.337412762802586% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $30.9M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 625 $25M
2023 1 702 $25M
2024 1 674 $31M

Nearby 401(k) Plans in Wisconsin

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

The Employer Group Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Employer Group Retirement Savings Plan, Total assets ($B): 0.02521994 · Participants: 702The Employer Group 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
The Employer Group Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Employer Group Retirement Savings Plan side-by-side with 3 peers →

The Employer Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Philadelphia Zoo 401(k) Retirement Savings Plan in PA ($25M); by covered participants it is Schulte Building Systems 401(k) Plan in TX (702 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (702 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 The Employer Group Retirement Savings Plan assets move in 2023? ▼
The Employer Group Retirement Savings Plan edged up modestly - up 1.5% during 2023, from $25M to $25M. Reported net income was $2M.
How have The Employer Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Employer Group, Inc.'s sponsor-wide assets grew 24.3%, from $25M to $31M.
Where does The Employer Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Employer Group Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Employer Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Philadelphia Zoo 401(k) Retirement Savings Plan in PA ($25M, 179 participants).
Which 401(k) plans cover a similar participant headcount to The Employer Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schulte Building Systems 401(k) Plan in TX (702 participants, $31M 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 391825035.

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.