401(k) · DOL Form 5500 · 2023
P & S Investment Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $50,070
- Avg per participant Low balance/head
Official DOL plan name: P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan · Sponsored by P & S Investment Company, Inc. · Wisconsin · Transportation & Warehousing
$10M in assets, 193 participants
P & S Investment Company, Inc.'s P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan reported $10M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #1,967 in Transportation & Warehousing (3,362 peers)
Coverage in Wisconsin
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan covers 193 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.
- #1,967
- in Transportation & Warehousing (3,362 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $889K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,663,449 Top 42% higher than 58% 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
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings 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. P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan reported net income rose from -$3M in the plan year 2022 filing to -$889K in the plan year 2023 filing.
- P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan reported participants fell from 195 in the plan year 2022 filing to 193 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391372431 · P & S Investment Company, Inc. PY 2023 · 401(k)
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan · $10M · 193 · 58th
- VS-ST $10M
- VS-ST 193
- VS-ST 58th
- VS-ST 401(k)
- VS-ST near Nashua Radiology, P.a. Profit Sharing Plan and Trust
- VS-ST ind #1967
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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$889K |
| Employer EIN | 391372431 |
| Plan Effective Date | 1962-12-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (P & S Investment Company, Inc.)
Sponsor-wide plan assets over time
All P & S Investment Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 16.176859387286363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 195 | $11M |
| 2023 | 1 | 193 | $10M |
| 2024 | 1 | 218 | $12M |
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
P&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Nashua Radiology, P.a. Profit Sharing Plan and Trust in ME ($10M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Kevin, Inc. Profit Sharing Plan (ME) 193 · 0 off
- Royal Plywood Co., LLC Profit Sharing Plan (CA) 193 · 0 off
- Pipes & Shaw LLC 401(k) Plan (NY) 193 · 0 off
- Sigvaris, Inc. 401(k) Plan (GA) 193 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.