EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EXECUTIVE DIRECTOR, INC.

This Profit Sharing plan holds $28M in total assets and serves 278 participants as of 2023. It is sponsored by EXECUTIVE DIRECTOR, INC. in Wisconsin. The plan reported positive net income of $6M for the year.

Total Assets (2023)

$28M

Participants

278

State

Wisconsin

Industry

Administrative & Support Services

What the Filing Says About EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN

EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by EXECUTIVE DIRECTOR, INC., headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 278 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 390992016, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2023 to $28M at year-end — a gain of 27.2%. Net assets (after liabilities) closed the year at $28M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$22M
Total Assets (End of Year)	$28M
Net Assets (End of Year)	$28M
Net Income	$6M
Plan Type	Profit Sharing
Employer EIN	390992016
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (EXECUTIVE DIRECTOR, INC.)

Year	Plans	Participants	Total Assets
2022	1	280	$22M
2023	1	278	$28M
2024	1	309	$30M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN $2.3B · 6,591
CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN $2.1B · 9,906
AMERICAN FAMILY 401(K) PLAN $2.0B · 13,277
FROEDTERT HEALTH, INC. 403(B) PLAN $1.9B · 15,352
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN $1.3B · 1,636

Compare EXECUTIVE DIRECTOR, INC. 401(K) RETIREME… side-by-side with 3 peers →

Related Data

Guides

Related Data on Other Portals

Pension Fund Data

Public pension plan financial data — funding ratios, investment returns, and benefit structures. PlainPension.

Medicare Plan Data

Medicare Advantage and Part D plan costs, coverage, and star ratings for retirees. PlainMedicare.

Salary Data

BLS salary data for 831 occupations in Wisconsin. WageDex.

Cost of Living Data

BEA Regional Price Parities for 387 metros — compare purchasing power for retirement planning. PlainCost.

Frequently Asked Questions

How much money is in the EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN? ▼

As of the 2023 Form 5500 filing, EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN holds $28M in total assets with 278 participants. It is sponsored by EXECUTIVE DIRECTOR, INC..

What type of plan is EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN? ▼

EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 390992016.

Who sponsors the EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN? ▼

EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN is sponsored by EXECUTIVE DIRECTOR, INC., located in Wisconsin. The sponsor's EIN is 390992016 and the plan operates in the Administrative & Support Services industry.

How did EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN perform in 2023? ▼

EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN grew by 27.2% during 2023, moving from $22M to $28M in total assets. Net income was $6M.

Where can I find official filings for EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN? ▼

Official Form 5500 filings for EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390992016 or plan name at efast.dol.gov.

How does EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN compare to other plans? ▼

You can compare EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.