401(k) · DOL Form 5500 · 2023
Ellsworth Corporation 401(k) Plan
Data updated 2026-08-11
- $74M
- Total assets
- 606
- Participants
- 89th
- Percentile by assets
- $121,332
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $74M
- total plan assets (2023 EOY)
- 606
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $121,332
- avg assets per participant
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.
Ellsworth Corporation 401(k) Savings Plan vs the 2023 asset distribution
By assets, Ellsworth Corporation 401(k) Savings Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $12M |
| Employer EIN | 391225837 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ellsworth Corporation)
| 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
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ellsworth Corporation 401(k) Savings Plan by total assets, not by location.
- Kamin LLC Employee Savings Plan (GA) $74M · 733
- Qualus 401(k) Plan (FL) $74M · 822
- Community Veterinary Partners 401(k) Plan (PA) $74M · 2,744
- Worldwide Flight Services, Inc. 401(k) Plan (TX) $74M · 15,192
Frequently Asked Questions
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Next read for Ellsworth Corporation 401(k) Savings Pla…
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Ways to act on Ellsworth Corporation 401(k) Savings Plan's numbers.
- By total assets, Ellsworth Corporation 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Ellsworth Corporation's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Wholesale Trade plans