401(k) · DOL Form 5500 · 2023

Schwabe North America 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
688
Participants Below avg headcount
91st
Percentile by assets National rank
$139,859
Avg per participant Near avg balance/head
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Official DOL plan name: Nature's Way 401(k) Plan · Sponsored by Schwabe North America · Wisconsin · Manufacturing

$96M in assets, 688 participants

Schwabe North America's Nature's Way 401(k) Plan reported $96M in total assets and 688 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,181 in Manufacturing (18,722 peers)

Where Nature's Way 401(k) Plan sits by assets

Nature's Way 401(k) Plan sits in the top 10% of all filed plans by assets, $96M for 688 participants (~$139,859/participant), up 16.0% in 2023.

#16,181
in Manufacturing (18,722 peers)
+16.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Nature's Way 401(k) Plan's outsized position by total assets

Nature's Way 401(k) Plan vs every filed plan by assets

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

$96,222,755 Top 9% higher than 91% 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

Nature's Way 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. Nature's Way 401(k) Plan sits mid-pack in the medium band (688 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nature's Way 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Nature's Way 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Nature's Way 401(k) Plan reported participants rose from 665 in the plan year 2022 filing to 688 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870388645 · Schwabe North America PY 2023 · 401(k)

Nature's Way 401(k) Plan · $96M · 688 · 91st

  • SCH $96M
  • EBSA 688
  • PART 91st
  • TYPE 401(k)
  • NET near Udr, Inc. 401(k) Plan
  • BOOK ind #16181

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 Manufacturing retirement plans → · Plans in Wisconsin →

Nature's Way 401(k) Plan in the asset neighbourhood

Anesthesia Associates of Morristown P.a. Savings and Investment PlanAnesthesia Associates of Mor…$96MDp Fox Holdings 401(k) Plan$96MSavings Plan for Hourly Employees of Ocean Spray Cranberries, Inc.Savings Plan for Hourly Empl…$96MUdr, Inc. 401(k) Plan$96MNature's Way 401(k) Plan$96M
End-of-year total assets ($M) among Nature's Way 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$96M
Net Income$13M
Employer EIN870388645
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwabe North America)

Sponsor-wide plan assets over time

All Schwabe North America plans reported in each filing year

Latest sponsor-wide plan assets
$109M 31.19240712582132% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $82.9M $109M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 665 $83M
2023 1 688 $96M
2024 1 659 $109M

Nearby 401(k) Plans in Wisconsin

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

Nature's Way 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Nature's Way 401(k) Plan, Total assets ($B): 0.096222755 · Participants: 688Nature's Way 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
Nature's Way 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Nature's Way 401(k) Plan side-by-side with 3 peers →

Nature's Way 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Udr, Inc. 401(k) Plan in CO ($96M); by covered participants it is First Foundation Inc. Retirement Plan in CA (688 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (688 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 Nature's Way 401(k) Plan assets move in 2023? ▼
Nature's Way 401(k) Plan grew sharply - up 16.0% during 2023, from $83M to $96M. Reported net income was $13M.
How have Schwabe North America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwabe North America's sponsor-wide assets grew 31.2%, from $83M to $109M.
Where does Nature's Way 401(k) Plan rank by assets among Form 5500 filers? ▼
Nature's Way 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Nature's Way 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Udr, Inc. 401(k) Plan in CO ($96M, 1,218 participants).
Which 401(k) plans cover a similar participant headcount to Nature's Way 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Foundation Inc. Retirement Plan in CA (688 participants, $77M 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 870388645.

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.