401(k) · DOL Form 5500 · 2023

Executive Director, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
278
Participants Below avg headcount
78th
Percentile by assets National rank
$99,129
Avg per participant Below avg balance/head
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Official DOL plan name: Executive Director, Inc. 401(k) Retirement Plan · Sponsored by Executive Director, Inc. · Wisconsin · Administrative & Support Services

$28M in assets, 278 participants

Executive Director, Inc.'s Executive Director, Inc. 401(k) Retirement Plan reported $28M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #3,878 in Administrative & Support Services (4,372 peers)

Coverage in Wisconsin

Executive Director, Inc. 401(k) Retirement Plan covers 278 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $28M.

#3,878
in Administrative & Support Services (4,372 peers)
+27.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Executive Director, Inc. 401(k) Retirement Plan's outsized position by total assets

Executive Director, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$27,557,814 Top 22% higher than 78% 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

Executive Director, Inc. 401(k) Retirement 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. Executive Director, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Executive Director, Inc. 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Executive Director, Inc. 401(k) Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390992016 · Executive Director, Inc. PY 2023 · 401(k)

Executive Director, Inc. 401(k) Retirement Plan · $28M · 278 · 78th

  • TYPE $28M
  • TYPE 278
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near The Montran Corporation Salary Deferral 401(k) and Savings Profit Sharing Plan
  • TYPE ind #3878

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 Administrative & Support Services retirement plans → · Plans in Wisconsin →

Executive Director, Inc. 401(k) Retirement Plan in the asset neighbourhood

Executive Director, Inc. 401(k) Retirement PlanExecutive Director, Inc. 401…$28MThe Montran Corporation Salary Deferral 401(k) and Savings Profit Sharing PlanThe Montran Corporation Sala…$28MWalter E. Fiedler, Inc. 401(k) Profit Sharing Plan & TrustWalter E. Fiedler, Inc. 401(…$28MFremont-Wright, LLC Retirement Readiness 401(k) PlanFremont-Wright, LLC Retireme…$28MLegacy Traditional Schools 401(k) PlanLegacy Traditional Schools 4…$28M
End-of-year total assets ($M) among Executive Director, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN390992016
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Executive Director, Inc.)

Sponsor-wide plan assets over time

All Executive Director, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 40.809101449494825% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $30.5M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 280 $22M
2023 1 278 $28M
2024 1 309 $30M

Nearby 401(k) Plans in Wisconsin

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

Executive Director, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Executive Director, Inc. 401(k) Retirement Plan, Total assets ($B): 0.027557814 · Participants: 278Executive Director, Inc. 401(k) Retirement 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
Executive Director, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Executive Director, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Executive Director, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Montran Corporation Salary Deferral 401(k) and Savings Profit Sharing Plan in NY ($28M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Executive Director, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Executive Director, Inc. 401(k) Retirement Plan grew sharply - up 27.2% during 2023, from $22M to $28M. Reported net income was $6M.
How have Executive Director, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Executive Director, Inc.'s sponsor-wide assets grew 40.8%, from $22M to $30M.
Where does Executive Director, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Executive Director, Inc. 401(k) Retirement Plan ranks in the 78th 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 Executive Director, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Montran Corporation Salary Deferral 401(k) and Savings Profit Sharing Plan in NY ($28M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Executive Director, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants, N/A 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 390992016.

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.