401(k) · DOL Form 5500 · 2023

Iris USA, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
463
Participants Below avg headcount
74th
Percentile by assets National rank
$45,821
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iris USA, Inc. Comprehensive Retirement Savings Plan · Sponsored by Iris USA, Inc. · Wisconsin · Manufacturing

$21M in assets, 463 participants

Iris USA, Inc.'s Iris USA, Inc. Comprehensive Retirement Savings Plan reported $21M in total assets and 463 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.

  • #11,945 in Manufacturing (18,722 peers)

Iris USA, Inc. multi-year trail

Iris USA, Inc.'s plans moved +31.8% in assets from 2022 to 2024; this filing shows Iris USA, Inc. Comprehensive Retirement Savings Plan at $21M / 463 participants.

#11,945
in Manufacturing (18,722 peers)
+17.3%
assets growth YoY

Iris USA, Inc. Comprehensive Retirement Savings Plan's outsized position by total assets

Iris USA, Inc. Comprehensive Retirement Savings Plan vs every filed plan by assets

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

$21,215,316 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

Iris USA, Inc. Comprehensive 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. Iris USA, Inc. Comprehensive Retirement Savings Plan sits mid-pack in the medium band (463 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iris USA, Inc. Comprehensive Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Iris USA, Inc. Comprehensive Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Iris USA, Inc. Comprehensive Retirement Savings Plan reported participants fell from 539 in the plan year 2022 filing to 463 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363415877 · Iris USA, Inc. PY 2023 · 401(k)

Iris USA, Inc. Comprehensive Retirement Savings Plan · $21M · 463 · 74th

  • PART $21M
  • PART 463
  • PART 74th
  • PART 401(k)
  • PART near Novacoast, Inc. 401(k) Plan
  • PART ind #11945

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 →

Iris USA, Inc. Comprehensive Retirement Savings Plan in the asset neighbourhood

Iris USA, Inc. Comprehensive Retirement Savings PlanIris USA, Inc. Comprehensive…$21MNovacoast, Inc. 401(k) Plan$21MDutch Valley Food Distributors, Inc. 401(k) PlanDutch Valley Food Distributo…$21MElmhurst Anesthesiologists, P.C. Profit Sharing Plan & TrustElmhurst Anesthesiologists, …$21MConnectria 401(k) Plan$21M
End-of-year total assets ($M) among Iris USA, Inc. Comprehensive Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iris USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Iris USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 31.81032980665351% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.1M $23.8M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 539 $18M
2023 1 463 $21M
2024 1 470 $24M

Iris USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN363415877
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Iris USA, Inc. Comprehensive Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Iris USA, Inc. Comprehensive Retirement Savings Plan, Total assets ($B): 0.021215316 · Participants: 463Iris USA, Inc. Comprehensive 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
Iris USA, Inc. Comprehensive Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Iris USA, Inc. Comprehensive Retirement Savings Plan side-by-side with 3 peers →

Iris USA, Inc. Comprehensive Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Novacoast, Inc. 401(k) Plan in UT ($21M); by covered participants it is J. a. Riggs Tractor Company Profit Sharing Plan in AR (463 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (463 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 Iris USA, Inc. Comprehensive Retirement Savings Plan assets move in 2023? ▼
Iris USA, Inc. Comprehensive Retirement Savings Plan grew sharply - up 17.3% during 2023, from $18M to $21M. Reported net income was $3M.
How have Iris USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iris USA, Inc.'s sponsor-wide assets grew 31.8%, from $18M to $24M.
Which 401(k) plans are similar in size to Iris USA, Inc. Comprehensive Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novacoast, Inc. 401(k) Plan in UT ($21M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Iris USA, Inc. Comprehensive Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J. a. Riggs Tractor Company Profit Sharing Plan in AR (463 participants, $72M 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 363415877.

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.