401(k) · DOL Form 5500 · 2023
Social Current 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $162,431
- Avg per participant Above avg balance/head
Official DOL plan name: Social Current Retirement Plan · Sponsored by Social Current · Wisconsin · Healthcare & Social Assistance
$13M in assets, 78 participants
Social Current's Social Current Retirement Plan reported $13M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,204 in Healthcare & Social Assistance (17,684 peers)
Social Current multi-year trail
Social Current's plans moved +18.9% in assets from 2022 to 2024; this filing shows Social Current Retirement Plan at $13M / 78 participants.
- #12,204
- in Healthcare & Social Assistance (17,684 peers)
- +18.2%
- assets growth YoY
Social Current Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Social Current Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,669,649 Top 36% higher than 64% 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
Social Current Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Social Current Retirement Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Social Current Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Social Current Retirement Plan reported participants rose from 32 in the plan year 2022 filing to 78 in the plan year 2023 filing.
- Social Current Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391709925 · Social Current PY 2023 · 401(k)
Social Current Retirement Plan · $13M · 78 · 64th
- EOY $13M
- 5500 78
- ASSETS 64th
- PCT 401(k)
- EIN near F.G. Pruitt 401(k) Profit Sharing Plan
- RANK ind #12204
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Social Current Retirement Plan in the asset neighbourhood
Social Current multi-year asset trail
Sponsor-wide plan assets over time
All Social Current plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 18.923375062381783% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 73 | $11M |
| 2023 | 1 | 78 | $13M |
| 2024 | 1 | 71 | $13M |
Social Current filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 391709925 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
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
Social Current Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is F.G. Pruitt 401(k) Profit Sharing Plan in VA ($13M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- F.G. Pruitt 401(k) Profit Sharing Plan (VA) $13M · 99
- The Millennium Group, Inc. 401(k) Plan (NJ) $13M · 1,282
- Apple Tree Dental 401(k) Plan (MN) $13M · 247
- Duluth Regional Care Center 401(k) Profit Sharing (MN) $13M · 386
Similar participant headcount
Nearest other-state filings by covered participants (78 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.