401(k) · DOL Form 5500 · 2023

Therma-Stor LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
143
Participants Small participant base
75th
Percentile by assets National rank
$160,402
Avg per participant Above avg balance/head
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Official DOL plan name: Therma-Stor 401(k) Plan · Sponsored by Therma-Stor LLC · Wisconsin · Manufacturing

$23M in assets, 143 participants

Therma-Stor LLC's Therma-Stor 401(k) Plan reported $23M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,274 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Therma-Stor 401(k) Plan covers 143 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.

#12,274
in Manufacturing (18,722 peers)
+8.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Therma-Stor 401(k) Plan's outsized position by total assets

Therma-Stor 401(k) Plan vs every filed plan by assets

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

$22,937,467 Top 25% higher than 75% 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

Therma-Stor 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. Therma-Stor 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Therma-Stor 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Therma-Stor 401(k) Plan reported participants fell from 165 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • Therma-Stor 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352609097 · Therma-Stor LLC PY 2023 · 401(k)

Therma-Stor 401(k) Plan · $23M · 143 · 75th

  • BOOK $23M
  • VS-ST 143
  • BOY 75th
  • SCH 401(k)
  • EBSA near The Beauty Health 401(k) Plan
  • PART ind #12274

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 Manufacturing retirement plans → · Plans in Wisconsin →

Therma-Stor 401(k) Plan in the asset neighbourhood

Therma-Stor 401(k) Plan$23MThe Beauty Health 401(k) Plan$23MKalman & Company, Inc. Employees Savings & TrustKalman & Company, Inc. Emplo…$23MBluecrest USA Gp LLC 401(k) PlanBluecrest USA Gp LLC 401(k) …$23MTavant Technologies 401(k) PlanTavant Technologies 401(k) P…$23M
End-of-year total assets ($M) among Therma-Stor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN352609097
Plan Effective Date2002-09-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Therma-Stor LLC)

Sponsor-wide plan assets over time

All Therma-Stor LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 80.665990505127% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $25.1M $4.84M ▼ -80.7%
Year Plans Participants Total Assets
2022 2 378 $25M
2023 2 270 $27M
2024 2 288 $5M

Nearby 401(k) Plans in Wisconsin

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

Therma-Stor 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Therma-Stor 401(k) Plan, Total assets ($B): 0.022937467 · Participants: 143Therma-Stor 401(k) 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
Therma-Stor 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Therma-Stor 401(k) Plan side-by-side with 3 peers →

Therma-Stor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Beauty Health 401(k) Plan in CA ($23M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Therma-Stor 401(k) Plan assets move in 2023? ▼
Therma-Stor 401(k) Plan grew at a solid clip - up 8.5% during 2023, from $21M to $23M. Reported net income was $2M.
How have Therma-Stor LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Therma-Stor LLC's sponsor-wide assets declined 80.7%, from $25M to $5M.
Where does Therma-Stor 401(k) Plan rank by assets among Form 5500 filers? ▼
Therma-Stor 401(k) Plan ranks in the 75th 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 Therma-Stor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Beauty Health 401(k) Plan in CA ($23M, 588 participants).
Which 401(k) plans cover a similar participant headcount to Therma-Stor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 352609097.

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.