401(k) · DOL Form 5500 · 2023
Birdsall Voss & Assc, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 156
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $187,362
- Avg per participant Above avg balance/head
Official DOL plan name: Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan · Sponsored by Birdsall Voss & Assc, Inc. · Wisconsin · Professional & Technical Services
$29M in assets, 156 participants
Birdsall Voss & Assc, Inc.'s Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan reported $29M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,114 in Professional & Technical Services (20,321 peers)
Coverage in Wisconsin
Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan covers 156 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $29M.
- #16,114
- in Professional & Technical Services (20,321 peers)
- +0.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan's outsized position by total assets
Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,228,454 Top 21% higher than 79% 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
Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement 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. Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $162K in the plan year 2023 filing.
- Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan reported participants rose from 134 in the plan year 2022 filing to 156 in the plan year 2023 filing.
- Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $29M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391488409 · Birdsall Voss & Assc, Inc. PY 2023 · 401(k)
Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan · $29M · 156 · 79th
- ASSETS $29M
- PCT 156
- EIN 79th
- RANK 401(k)
- PHOTO near Ascent Industries Co. 401(k) Plan
- IND ind #16114
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 →
Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $162K |
| Employer EIN | 391488409 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Birdsall Voss & Assc, Inc.)
Sponsor-wide plan assets over time
All Birdsall Voss & Assc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 7.621086392275863% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $29M |
| 2023 | 1 | 156 | $29M |
| 2024 | 1 | 161 | $31M |
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
Birdsall, Voss & Associates, Inc. Employees' 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ascent Industries Co. 401(k) Plan in IL ($29M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Ascent Industries Co. 401(k) Plan (IL) $29M · 316
- Patreon 401(k) Plan (CA) $29M · 341
- Arrowhead Central Credit Union 401(k) Plan (CA) $29M · 481
- Mullinax Ford Employees 401(k) Retirement Plan (FL) $29M · 805
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Motivating Graphics 401(k) Retirement Plan (TX) 156 · 0 off
- Tel Tech Networks, Inc. 401(k) Plan (AZ) 156 · 0 off
- Battlefield Farms, Inc. Profit Sharing Plan (VA) 156 · 0 off
- E&s International 401(k) Savings Plan & Trust (CA) 156 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.