401(k) · DOL Form 5500 · 2023

Erdman Company 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
83
Participants Small participant base
76th
Percentile by assets National rank
$295,743
Avg per participant High balance/head
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Official DOL plan name: Erdman Company Employees Profit Sharing/401(k) Plan · Sponsored by Erdman Company · Wisconsin · Construction

$25M in assets, 83 participants

Erdman Company's Erdman Company Employees Profit Sharing/401(k) Plan reported $25M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,755 in Construction (9,030 peers)

Where Erdman Company Employees Profit Sharing/401(k) Plan sits by assets

Erdman Company Employees Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 83 participants (~$295,743/participant), up 6.7% in 2023.

#6,755
in Construction (9,030 peers)
+6.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Erdman Company Employees Profit Sharing/401(k) Plan's outsized position by total assets

Erdman Company Employees Profit Sharing/401(k) Plan vs every filed plan by assets

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

$24,546,683 Top 24% higher than 76% 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

Erdman Company Employees Profit Sharing/401(k) 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. Erdman Company Employees Profit Sharing/401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erdman Company Employees Profit Sharing/401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Erdman Company Employees Profit Sharing/401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Erdman Company Employees Profit Sharing/401(k) Plan reported participants fell from 84 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200511364 · Erdman Company PY 2023 · 401(k)

Erdman Company Employees Profit Sharing/401(k) Plan · $25M · 83 · 76th

  • ASSETS $25M
  • ASSETS 83
  • ASSETS 76th
  • ASSETS 401(k)
  • ASSETS near Iata U.S. Group Retirement Plan
  • ASSETS ind #6755

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 Construction retirement plans → · Plans in Wisconsin →

Erdman Company Employees Profit Sharing/401(k) Plan in the asset neighbourhood

Erdman Company Employees Profit Sharing/401(k) PlanErdman Company Employees Pro…$25MIata U.S. Group Retirement PlanIata U.S. Group Retirement P…$25MJanus Et Cie 401(k) Profit Sharing PlanJanus Et Cie 401(k) Profit S…$25MSmithfoods Inc. 401(k) Savings PlansSmithfoods Inc. 401(k) Savin…$25MTa Chen International, Inc. 401(k) PlanTa Chen International, Inc. …$25M
End-of-year total assets ($M) among Erdman Company Employees Profit Sharing/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)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN200511364
Plan Effective Date1958-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Erdman Company)

Sponsor-wide plan assets over time

All Erdman Company plans reported in each filing year

Latest sponsor-wide plan assets
$23M 1.4780480915271055% vs 2022
2024 filing year
$22M$23M$24M$25M 202220232024 $23M $22.7M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 84 $23M
2023 1 83 $25M
2024 1 89 $23M

Nearby 401(k) Plans in Wisconsin

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

Erdman Company Employees Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Erdman Company Employees Profit Sharing/401(k) Plan, Total assets ($B): 0.024546683 · Participants: 83Erdman Company Employees Profit Sharing/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
Erdman Company Employees Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Erdman Company Employees Profit Sharing/401(k) Plan side-by-side with 3 peers →

Erdman Company Employees Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Iata U.S. Group Retirement Plan in FL ($25M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Erdman Company Employees Profit Sharing/401(k) Plan assets move in 2023? ▼
Erdman Company Employees Profit Sharing/401(k) Plan grew at a solid clip - up 6.7% during 2023, from $23M to $25M. Reported net income was $2M.
How have Erdman Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erdman Company's sponsor-wide assets declined 1.5%, from $23M to $23M.
Where does Erdman Company Employees Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Erdman Company Employees Profit Sharing/401(k) Plan ranks in the 76th 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 Erdman Company Employees Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iata U.S. Group Retirement Plan in FL ($25M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Erdman Company Employees Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A 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 200511364.

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.