401(k) · DOL Form 5500 · 2023

Batteries Plus, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
963
Participants Near avg headcount
83rd
Percentile by assets National rank
$41,520
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Batteries Plus, LLC 401(k) Plan · Sponsored by Batteries Plus, LLC · Wisconsin · Retail Trade

$40M in assets, 963 participants

Batteries Plus, LLC's Batteries Plus, LLC 401(k) Plan reported $40M in total assets and 963 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,607 in Retail Trade (8,414 peers)

Where Batteries Plus, LLC 401(k) Plan sits by assets

Batteries Plus, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 963 participants (~$41,520/participant), up 24.2% in 2023.

#7,607
in Retail Trade (8,414 peers)
+24.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Batteries Plus, LLC 401(k) Plan's outsized position by total assets

Batteries Plus, LLC 401(k) Plan vs every filed plan by assets

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

$39,984,041 Top 17% higher than 83% 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

Batteries Plus, LLC 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. Batteries Plus, LLC 401(k) Plan sits mid-pack in the medium band (963 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Batteries Plus, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Batteries Plus, LLC 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Batteries Plus, LLC 401(k) Plan reported participants rose from 925 in the plan year 2022 filing to 963 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391703248 · Batteries Plus, LLC PY 2023 · 401(k)

Batteries Plus, LLC 401(k) Plan · $40M · 963 · 83rd

  • ASSETS $40M
  • ASSETS 963
  • ASSETS 83rd
  • ASSETS 401(k)
  • ASSETS near Democracy Prep Public Schools, 403(b) Retirement Plan
  • ASSETS ind #7607

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 →

Batteries Plus, LLC 401(k) Plan in the asset neighbourhood

Democracy Prep Public Schools, 403(b) Retirement PlanDemocracy Prep Public School…$40MColt Retirement Savings Plan$40MCph Consulting, LLC 401(k) Profit Sharing PlanCph Consulting, LLC 401(k) P…$40MBatteries Plus, LLC 401(k) PlanBatteries Plus, LLC 401(k) P…$40MSuperior Industrial Solutions, Inc. Retirement PlanSuperior Industrial Solution…$40M
End-of-year total assets ($M) among Batteries Plus, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN391703248
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Batteries Plus, LLC)

Sponsor-wide plan assets over time

All Batteries Plus, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 27.710250155626515% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.2M $41.1M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 925 $32M
2023 1 963 $40M
2024 1 1,034 $41M

Nearby 401(k) Plans in Wisconsin

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

Batteries Plus, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Batteries Plus, LLC 401(k) Plan, Total assets ($B): 0.039984041 · Participants: 963Batteries Plus, LLC 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
Batteries Plus, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Batteries Plus, LLC 401(k) Plan side-by-side with 3 peers →

Batteries Plus, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Democracy Prep Public Schools, 403(b) Retirement Plan in NY ($40M); by covered participants it is Mueller Retirement Savings 401(k) Plan in TN (963 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (963 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 Batteries Plus, LLC 401(k) Plan assets move in 2023? ▼
Batteries Plus, LLC 401(k) Plan grew sharply - up 24.2% during 2023, from $32M to $40M. Reported net income was $8M.
How have Batteries Plus, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Batteries Plus, LLC's sponsor-wide assets grew 27.7%, from $32M to $41M.
Where does Batteries Plus, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Batteries Plus, LLC 401(k) Plan ranks in the 83rd 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 Batteries Plus, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Democracy Prep Public Schools, 403(b) Retirement Plan in NY ($40M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Batteries Plus, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mueller Retirement Savings 401(k) Plan in TN (963 participants, $16M 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 391703248.

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.