401(k) · DOL Form 5500 · 2023
Empower Hr, LLC 401(k) Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 9,998
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $15,743
- Avg per participant Low balance/head
Official DOL plan name: Empower Hr Retirement Savings Plan · Sponsored by Empower Hr, LLC · Wisconsin · Administrative & Support Services
$157M in assets, 9,998 participants
Empower Hr, LLC's Empower Hr Retirement Savings Plan reported $157M in total assets and 9,998 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #4,238 in Administrative & Support Services (4,372 peers)
Coverage in Wisconsin
Empower Hr Retirement Savings Plan covers 9,998 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $157M.
- #4,238
- in Administrative & Support Services (4,372 peers)
- +15.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Empower Hr Retirement Savings Plan's outsized position by total assets
Empower Hr Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$157,403,202 Top 6% higher than 94% 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
Empower Hr Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Empower Hr Retirement Savings Plan lands in the large band (9,998 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Empower Hr Retirement Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Empower Hr Retirement Savings Plan end-of-year assets rose from $137M in the plan year 2022 filing to $157M in the plan year 2023 filing.
- Empower Hr Retirement Savings Plan reported participants rose from 9,674 in the plan year 2022 filing to 9,998 in the plan year 2023 filing.
DOL schedule card
Filing strip 391962784 · Empower Hr, LLC PY 2023 · 401(k)
Empower Hr Retirement Savings Plan · $157M · 9,998 · 94th
- SCH $157M
- SCH 9,998
- SCH 94th
- SCH 401(k)
- SCH near Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust
- SCH ind #4238
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 Administrative & Support Services retirement plans → · Plans in Wisconsin →
Empower Hr Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $33M |
| Employer EIN | 391962784 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empower Hr, LLC)
Sponsor-wide plan assets over time
All Empower Hr, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 16.09100646529114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,674 | $137M |
| 2023 | 1 | 9,998 | $157M |
| 2024 | 1 | 8,930 | $115M |
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
Scale composition for Empower Hr Retirement Savings Plan
Empower Hr Retirement Savings Plan reports $157M in end-of-year assets across 9,998 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $15,743 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $33M.
This plan identity (EIN 391962784, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $137M to $115M (-16.1%) while covered participants moved from 9,674 to 8,930 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,674 | $137M | Open filing |
| 2023 | 9,998 | $157M | This page |
| 2024 · index core | 8,930 | $115M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Empower Hr Retirement Savings Plan (401(k), $115M, 8,930 participants)
Empower Hr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust in IA ($157M); by covered participants it is Terminix Retirement Plan in TN (9,998 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust (IA) $157M · 203
- Mayer Electric Supply Co Inc Assoc Capital Accumul (TX) $157M · 1,205
- Gt Services LLC Savings and Investment Plan (PA) $157M · 1,054
- Herr Foods Inc. Retirement Plan (PA) $157M · 1,764
Similar participant headcount
Nearest other-state filings by covered participants (9,998 participants); asset peers above are excluded.
- Terminix Retirement Plan (TN) 9,998 · 0 off
- Triad 401(k) Retirement Plan (NM) 10,005 · 7 off
- Change Healthcare 401(k) Savings Plan (MN) 10,008 · 10 off
- Altice USA 401(k) Savings Plan (NY) 9,983 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.