401(k) · DOL Form 5500 · 2023

Stafford Rosenbaum LLP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
92
Participants Small participant base
79th
Percentile by assets National rank
$312,904
Avg per participant High balance/head
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Official DOL plan name: Stafford Rosenbaum LLP Retirement Savings Plan · Sponsored by Stafford Rosenbaum LLP · Wisconsin · Professional & Technical Services

$29M in assets, 92 participants

Stafford Rosenbaum LLP's Stafford Rosenbaum LLP Retirement Savings Plan reported $29M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,062 in Professional & Technical Services (20,321 peers)

Where Stafford Rosenbaum LLP Retirement Savings Plan sits by assets

Stafford Rosenbaum LLP Retirement Savings Plan sits in the top quartile of all filed plans by assets, $29M for 92 participants (~$312,904/participant), up 22.7% in 2023.

#16,062
in Professional & Technical Services (20,321 peers)
+22.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stafford Rosenbaum LLP Retirement Savings Plan's outsized position by total assets

Stafford Rosenbaum LLP Retirement Savings Plan vs every filed plan by assets

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

$28,787,137 Top 21% higher than 79% 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

Stafford Rosenbaum LLP Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stafford Rosenbaum LLP Retirement Savings Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stafford Rosenbaum LLP Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Stafford Rosenbaum LLP Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Stafford Rosenbaum LLP Retirement Savings Plan reported participants rose from 88 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390788266 · Stafford Rosenbaum LLP PY 2023 · 401(k)

Stafford Rosenbaum LLP Retirement Savings Plan · $29M · 92 · 79th

  • PHOTO $29M
  • IND 92
  • EOY 79th
  • 5500 401(k)
  • ASSETS near Yes Management, LLC 401(k) Plan
  • PCT ind #16062

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Stafford Rosenbaum LLP Retirement Savings Plan in the asset neighbourhood

Stafford Rosenbaum LLP Retirement Savings PlanStafford Rosenbaum LLP Retir…$29MYes Management, LLC 401(k) PlanYes Management, LLC 401(k) P…$29MHfs 401(k) Savings Plan$29MPremier Medical Alliance, LLC Retirement TrustPremier Medical Alliance, LL…$29MUropartners, LLC 401(k) Profit Sharing PlanUropartners, LLC 401(k) Prof…$29M
End-of-year total assets ($M) among Stafford Rosenbaum LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN390788266
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stafford Rosenbaum LLP)

Sponsor-wide plan assets over time

All Stafford Rosenbaum LLP plans reported in each filing year

Latest sponsor-wide plan assets
$31M 30.17018695965776% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $30.5M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 88 $23M
2023 1 92 $29M
2024 1 89 $31M

Nearby 401(k) Plans in Wisconsin

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

Stafford Rosenbaum LLP Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Stafford Rosenbaum LLP Retirement Savings Plan, Total assets ($B): 0.028787137 · Participants: 92Stafford Rosenbaum LLP Retirement Savings 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
Stafford Rosenbaum LLP Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Stafford Rosenbaum LLP Retirement Savings Plan side-by-side with 3 peers →

Stafford Rosenbaum LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Yes Management, LLC 401(k) Plan in CO ($29M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Stafford Rosenbaum LLP Retirement Savings Plan assets move in 2023? ▼
Stafford Rosenbaum LLP Retirement Savings Plan grew sharply - up 22.7% during 2023, from $23M to $29M. Reported net income was $5M.
How have Stafford Rosenbaum LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Rosenbaum LLP's sponsor-wide assets grew 30.2%, from $23M to $31M.
Where does Stafford Rosenbaum LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Stafford Rosenbaum LLP Retirement Savings Plan ranks in the 79th 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 Stafford Rosenbaum LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yes Management, LLC 401(k) Plan in CO ($29M, 1,228 participants).
Which 401(k) plans cover a similar participant headcount to Stafford Rosenbaum LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 390788266.

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.