401(k) · DOL Form 5500 · 2023
GENUS 401(k) Plan
Data updated 2026-08-11
- $127M
- Total assets
- 1,257
- Participants
- 93rd
- Percentile by assets
- $101,381
- Avg per participant
Official DOL plan name: Genus 401(k) Plan · Sponsored by GENUS · Wisconsin · Agriculture, Forestry & Fishing
$127M in assets, 1,257 participants
GENUS's Genus 401(k) Plan reported $127M in total assets and 1,257 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #1,254 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Wisconsin
Genus 401(k) Plan covers 1,257 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $127M.
- $127M
- total plan assets (2023 EOY)
- 1,257
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $101,381
- avg assets per participant
Where Genus 401(k) Plan sits by total assets
Genus 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$127,436,116 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Genus 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Genus 401(k) Plan end-of-year assets rose from $105M in the plan year 2022 filing to $127M in the plan year 2023 filing.
- Genus 401(k) Plan reported participants rose from 1,223 in the plan year 2022 filing to 1,257 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Genus 401(k) Plan reports 1,257 participants - 2.2x that state average ($127M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $22M |
| Employer EIN | 391256773 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (GENUS)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,223 | $105M |
| 2023 | 2 | 2,324 | $234M |
| 2024 | 1 | 1,269 | $141M |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Genus 401(k) Plan by total assets, not by location.
- Home Bancshares, Inc. 401(k) and Employee Stock Ownership Plan (AR) $127M · 2,832
- Health Partners Plans, Inc. Retirement Plan 401(k) (PA) $127M · 794
- Munters Corporation Employee Savings and 401(k) Plan (MA) $128M · 1,118
- Zoox, Inc. 401(k) Plan (CA) $128M · 1,900
Frequently Asked Questions
How did Genus 401(k) Plan assets move in 2023? ▼
How have GENUS plan assets changed over time? ▼
Where does Genus 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Genus 401(k) Plan? ▼
Next read for Genus 401(k) Plan
Filing takeaways
Ways to act on Genus 401(k) Plan's numbers.
- By total assets, Genus 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- GENUS's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans