401(k) · DOL Form 5500 · 2023

Complete Office, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
380
Participants Below avg headcount
88th
Percentile by assets National rank
$169,620
Avg per participant Above avg balance/head
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Official DOL plan name: Complete Office 401(k) Plan and Trust · Sponsored by Complete Office, LLC · Wisconsin · Retail Trade

$64M in assets, 380 participants

Complete Office, LLC's Complete Office 401(k) Plan and Trust reported $64M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,851 in Retail Trade (8,414 peers)

Where Complete Office 401(k) Plan and Trust sits by assets

Complete Office 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $64M for 380 participants (~$169,620/participant), up 188.4% in 2023.

#7,851
in Retail Trade (8,414 peers)
+188.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Complete Office 401(k) Plan and Trust's outsized position by total assets

Complete Office 401(k) Plan and Trust vs every filed plan by assets

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

$64,455,615 Top 12% higher than 88% 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

Complete Office 401(k) Plan and Trust 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. Complete Office 401(k) Plan and Trust sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Complete Office 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Complete Office 401(k) Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Complete Office 401(k) Plan and Trust reported participants fell from 418 in the plan year 2022 filing to 380 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 912197470 · Complete Office, LLC PY 2023 · 401(k)

Complete Office 401(k) Plan and Trust · $64M · 380 · 88th

  • ASSETS $64M
  • ASSETS 380
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Odl, Incorporated 401(k) Profit-Sharing Plan and Trust
  • ASSETS ind #7851

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 Retail Trade retirement plans → · Plans in Wisconsin →

Complete Office 401(k) Plan and Trust in the asset neighbourhood

Complete Office 401(k) Plan and TrustComplete Office 401(k) Plan …$64MOdl, Incorporated 401(k) Profit-Sharing Plan and TrustOdl, Incorporated 401(k) Pro…$64MInlandboatmen's Union of the Pacific National 401(k) PlanInlandboatmen's Union of the…$64MMinneapolis Clinic Profit Sharing & 401(k) PlanMinneapolis Clinic Profit Sh…$64MCurtis Lumber Company, Incorporated Employee Savings & Profit Sharing PlanCurtis Lumber Company, Incor…$64M
End-of-year total assets ($M) among Complete Office 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$64M
Net Income$11M
Employer EIN912197470
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Complete Office, LLC)

Sponsor-wide plan assets over time

All Complete Office, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 230.4448017240091% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $22.4M $73.9M ▲ +230.5%
Year Plans Participants Total Assets
2022 1 418 $22M
2023 1 380 $64M
2024 1 1,232 $74M

Nearby 401(k) Plans in Wisconsin

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

Complete Office 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Complete Office 401(k) Plan and Trust, Total assets ($B): 0.064455615 · Participants: 380Complete Office 401(k) Plan and TrustAdvocate 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
Complete Office 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Complete Office 401(k) Plan and Trust side-by-side with 3 peers →

Complete Office 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Odl, Incorporated 401(k) Profit-Sharing Plan and Trust in MI ($64M); by covered participants it is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Complete Office 401(k) Plan and Trust assets move in 2023? ▼
Complete Office 401(k) Plan and Trust surged - up 188.4% during 2023, from $22M to $64M. Reported net income was $11M.
How have Complete Office, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Complete Office, LLC's sponsor-wide assets grew 230.4%, from $22M to $74M.
Where does Complete Office 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Complete Office 401(k) Plan and Trust ranks in the 88th 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 Complete Office 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Odl, Incorporated 401(k) Profit-Sharing Plan and Trust in MI ($64M, 403 participants).
Which 401(k) plans cover a similar participant headcount to Complete Office 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants, $275M 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 912197470.

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.