401(k) · DOL Form 5500 · 2023

Kummer, Lambert, Fox, Glandt & Nelson, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
40th
Percentile by assets National rank
$430,121
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan · Sponsored by Kummer, Lambert, Fox, Glandt & Nelson, LLP · Wisconsin · Professional & Technical Services

$4M in assets, 9 participants

Kummer, Lambert, Fox, Glandt & Nelson, LLP's Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,520 in Professional & Technical Services (20,321 peers)

Kummer, Lambert, Fox, Glandt & Nelson, LLP multi-year trail

Kummer, Lambert, Fox, Glandt & Nelson, LLP's plans moved +28.9% in assets from 2022 to 2024; this filing shows Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan at $4M / 9 participants.

#7,520
in Professional & Technical Services (20,321 peers)
+13.5%
assets growth YoY

Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan vs every filed plan by assets

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

$3,871,090 40th percentile higher than 40% 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

Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan reported net income rose from -$545K in the plan year 2022 filing to $460K in the plan year 2023 filing.
  • Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391995750 · Kummer, Lambert, Fox, Glandt & Nelson, LLP PY 2023 · 401(k)

Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan · $4M · 9 · 40th

  • BOY $4M
  • BOY 9
  • BOY 40th
  • BOY 401(k)
  • BOY near Crestview Cadillac & Mercedes Benz of Rochester Employee 401(k) Plan
  • BOY ind #7520

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 →

Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan in the asset neighbourhood

Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement PlanKummer, Lambert, Fox & Gland…$4MCrestview Cadillac & Mercedes Benz of Rochester Employee 401(k) PlanCrestview Cadillac & Mercede…$4MKeybridge Savings Plan$4MLuminous Computing 401(k) PlanLuminous Computing 401(k) Pl…$4MHocking International Laboratories 401(k) PlanHocking International Labora…$4M
End-of-year total assets ($M) among Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kummer, Lambert, Fox, Glandt & Nelson, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Kummer, Lambert, Fox, Glandt & Nelson, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.86171938278507% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.41M $4.4M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 11 $3M
2023 1 9 $4M
2024 1 10 $4M

Kummer, Lambert, Fox, Glandt & Nelson, LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$460K
Employer EIN391995750
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan, Total assets ($B): 0.00387109 · Participants: 9Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement 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
Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan side-by-side with 3 peers →

Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Crestview Cadillac & Mercedes Benz of Rochester Employee 401(k) Plan in MI ($4M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan assets move in 2023? ▼
Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan grew at a solid clip - up 13.5% during 2023, from $3M to $4M. Reported net income was $460K.
How have Kummer, Lambert, Fox, Glandt & Nelson, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kummer, Lambert, Fox, Glandt & Nelson, LLP's sponsor-wide assets grew 28.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crestview Cadillac & Mercedes Benz of Rochester Employee 401(k) Plan in MI ($4M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Kummer, Lambert, Fox & Glandt, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 391995750.

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.