401(k) · DOL Form 5500 · 2023
Salelytics, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 485
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $18,946
- Avg per participant Low balance/head
Official DOL plan name: Salelytics, LLC 401(k) Plan · Sponsored by Salelytics, LLC · Wisconsin · Administrative & Support Services
$9M in assets, 485 participants
Salelytics, LLC's Salelytics, LLC 401(k) Plan reported $9M in total assets and 485 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,327 in Administrative & Support Services (4,372 peers)
2023 asset change
Salelytics, LLC 401(k) Plan contracted severely 55.1% in 2023 ($20M → $9M) for 485 participants.
- #3,327
- in Administrative & Support Services (4,372 peers)
- -55.1%
- assets change YoY
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Salelytics, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Salelytics, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,188,889 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Salelytics, LLC 401(k) 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. Salelytics, LLC 401(k) Plan sits mid-pack in the medium band (485 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Salelytics, LLC 401(k) Plan reported net income fell from -$4M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Salelytics, LLC 401(k) Plan reported participants fell from 1,233 in the plan year 2022 filing to 485 in the plan year 2023 filing.
- Salelytics, LLC 401(k) Plan end-of-year assets fell from $20M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 472141872 · Salelytics, LLC PY 2023 · 401(k)
Salelytics, LLC 401(k) Plan · $9M · 485 · 57th
- RANK $9M
- PHOTO 485
- IND 57th
- EOY 401(k)
- 5500 near Envieta Retirement Savings Plan
- ASSETS ind #3327
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 →
Salelytics, LLC 401(k) Plan in the asset neighbourhood
Salelytics, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Salelytics, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,233 | $20M |
| 2023 | 1 | 485 | $9M |
| 2024 | 1 | N/A | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$11M |
| Employer EIN | 472141872 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Salelytics, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Envieta Retirement Savings Plan in MD ($9M); by covered participants it is Celia Corporation 401(k) Plan in MI (485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.
- Celia Corporation 401(k) Plan (MI) 485 · 0 off
- Webflow 401(k) Plan (CA) 485 · 0 off
- Partners Enterprise Capital Holdings LLC 401(k) Savings Plan (IL) 485 · 0 off
- Siddons Martin Emergency Group 401(k) Plan (TX) 485 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.