401(k) · DOL Form 5500 · 2023
La Casa De Esperanza, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $57,384
- Avg per participant Low balance/head
Official DOL plan name: La Casa De Esperanza, Inc. 401(k) Plan · Sponsored by La Casa De Esperanza, Inc. · Wisconsin · Healthcare & Social Assistance
$7M in assets, 129 participants
La Casa De Esperanza, Inc.'s La Casa De Esperanza, Inc. 401(k) Plan reported $7M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,167 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
La Casa De Esperanza, Inc. 401(k) Plan covers 129 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.
- #10,167
- in Healthcare & Social Assistance (17,684 peers)
- +24.1%
- assets growth YoY
La Casa De Esperanza, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
La Casa De Esperanza, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,402,523 Top 48% higher than 52% 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
La Casa De Esperanza, Inc. 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. La Casa De Esperanza, Inc. 401(k) Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- La Casa De Esperanza, Inc. 401(k) Plan reported net income rose from -$703K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- La Casa De Esperanza, Inc. 401(k) Plan reported participants rose from 99 in the plan year 2022 filing to 129 in the plan year 2023 filing.
- La Casa De Esperanza, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391144446 · La Casa De Esperanza, Inc. PY 2023 · 401(k)
La Casa De Esperanza, Inc. 401(k) Plan · $7M · 129 · 52nd
- BOY $7M
- SCH 129
- EBSA 52nd
- PART 401(k)
- TYPE near Ise America, Inc. & Subsidiaries 401(k) Plan
- NET ind #10167
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
La Casa De Esperanza, Inc. 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 391144446 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (La Casa De Esperanza, Inc.)
Sponsor-wide plan assets over time
All La Casa De Esperanza, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 47.21772485215682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $6M |
| 2023 | 1 | 129 | $7M |
| 2024 | 1 | 124 | $9M |
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
La Casa De Esperanza, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ise America, Inc. & Subsidiaries 401(k) Plan in MD ($7M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Agmus Ventures Retirement Plan (FL) 129 · 0 off
- Moulton Logistics Management (CA) 129 · 0 off
- Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
- Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.