401(k) · DOL Form 5500 · 2023

Ellsworth Corporation 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
606
Participants Below avg headcount
89th
Percentile by assets National rank
$121,332
Avg per participant Near avg balance/head
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Official DOL plan name: Ellsworth Corporation 401(k) Savings Plan · Sponsored by Ellsworth Corporation · Wisconsin · Wholesale Trade

$74M in assets, 606 participants

Ellsworth Corporation's Ellsworth Corporation 401(k) Savings Plan reported $74M in total assets and 606 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,721 in Wholesale Trade (6,309 peers)

Where Ellsworth Corporation 401(k) Savings Plan sits by assets

Ellsworth Corporation 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $74M for 606 participants (~$121,332/participant), up 19.6% in 2023.

#5,721
in Wholesale Trade (6,309 peers)
+19.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ellsworth Corporation 401(k) Savings Plan's outsized position by total assets

Ellsworth Corporation 401(k) Savings Plan vs every filed plan by assets

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

$73,527,199 Top 11% higher than 89% 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

Ellsworth Corporation 401(k) 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. Ellsworth Corporation 401(k) Savings Plan sits mid-pack in the medium band (606 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ellsworth Corporation 401(k) Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ellsworth Corporation 401(k) Savings Plan end-of-year assets rose from $61M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Ellsworth Corporation 401(k) Savings Plan reported participants rose from 512 in the plan year 2022 filing to 606 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391225837 · Ellsworth Corporation PY 2023 · 401(k)

Ellsworth Corporation 401(k) Savings Plan · $74M · 606 · 89th

  • TYPE $74M
  • TYPE 606
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near Kamin LLC Employee Savings Plan
  • TYPE ind #5721

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Ellsworth Corporation 401(k) Savings Plan in the asset neighbourhood

Qualus 401(k) Plan$74MEllsworth Corporation 401(k) Savings PlanEllsworth Corporation 401(k)…$74MKamin LLC Employee Savings PlanKamin LLC Employee Savings P…$74MCommunity Veterinary Partners 401(k) PlanCommunity Veterinary Partner…$74MWorldwide Flight Services, Inc. 401(k) PlanWorldwide Flight Services, I…$74M
End-of-year total assets ($M) among Ellsworth Corporation 401(k) 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)$61M
Net Assets (End of Year)$74M
Net Income$12M
Employer EIN391225837
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellsworth Corporation)

Sponsor-wide plan assets over time

All Ellsworth Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$83M 34.348664950843016% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.5M $82.6M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 512 $61M
2023 1 606 $74M
2024 1 660 $83M

Nearby 401(k) Plans in Wisconsin

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

Ellsworth Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ellsworth Corporation 401(k) Savings Plan, Total assets ($B): 0.073527199 · Participants: 606Ellsworth Corporation 401(k) 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
Ellsworth Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ellsworth Corporation 401(k) Savings Plan side-by-side with 3 peers →

Ellsworth Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kamin LLC Employee Savings Plan in GA ($74M); by covered participants it is Duolingo Retirement Trust in PA (606 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (606 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 Ellsworth Corporation 401(k) Savings Plan assets move in 2023? ▼
Ellsworth Corporation 401(k) Savings Plan grew sharply - up 19.6% during 2023, from $61M to $74M. Reported net income was $12M.
How have Ellsworth Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellsworth Corporation's sponsor-wide assets grew 34.3%, from $61M to $83M.
Where does Ellsworth Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Ellsworth Corporation 401(k) Savings Plan ranks in the 89th 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 Ellsworth Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kamin LLC Employee Savings Plan in GA ($74M, 733 participants).
Which 401(k) plans cover a similar participant headcount to Ellsworth Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duolingo Retirement Trust in PA (606 participants, $65M 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 391225837.

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.