401(k) · DOL Form 5500 · 2023

Dewitt LLP 401(k) Plan

Data updated 2026-08-11

$130M
Total assets
232
Participants
93rd
Percentile by assets
$561,225
Avg per participant
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Official DOL plan name: Dewitt LLP Savings Plan & Trust · Sponsored by Dewitt LLP · Wisconsin · Professional & Technical Services

$130M in assets, 232 participants

Dewitt LLP's Dewitt LLP Savings Plan & Trust reported $130M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,118 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Dewitt LLP Savings Plan & Trust covers 232 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $130M.

$130M
total plan assets (2023 EOY)
232
covered participants
93rd
percentile by assets (of 127,072 plans)
$561,225
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dewitt LLP Savings Plan & Trust reported net income rose from -$21M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Dewitt LLP Savings Plan & Trust end-of-year assets rose from $115M in the plan year 2022 filing to $130M in the plan year 2023 filing.
  • Dewitt LLP Savings Plan & Trust reported participants fell from 239 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Dewitt LLP Savings Plan & Trust reports 232 participants - about 41% of that state average ($130M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$130M
Net Income$15M
Employer EIN391804522
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dewitt LLP)

$110M$120M$130M$140M$150M 202220232024 $115M $145M ▲ +25.9%
Total plan assets by year, all Dewitt LLP plans on file
Year Plans Participants Total Assets
2022 1 239 $115M
2023 1 232 $130M
2024 1 245 $145M

Nearby 401(k) Plans in Wisconsin

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

Dewitt LLP Savings Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Dewitt LLP Savings Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Dewitt LLP Savings P…Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Dewitt LLP Savings Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Dewitt LLP Savings Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Dewitt LLP Savings Plan & Trust assets move in 2023?
Dewitt LLP Savings Plan & Trust grew at a solid clip - up 13.0% during 2023, from $115M to $130M. Reported net income was $15M.
How have Dewitt LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Dewitt LLP's sponsor-wide assets grew 25.9%, from $115M to $145M.
Where does Dewitt LLP Savings Plan & Trust rank by assets among Form 5500 filers?
Dewitt LLP Savings Plan & Trust ranks in the 93rd 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 Dewitt LLP Savings Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Willow Bridge 401(k) Plan in TX ($130M, 4,548 participants).

Filing takeaways

Ways to act on Dewitt LLP Savings Plan & Trust's numbers.