401(k) · DOL Form 5500 · 2023

Hartung Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
170
Participants Small participant base
85th
Percentile by assets National rank
$280,794
Avg per participant High balance/head
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Official DOL plan name: Employees Retirement Readiness - 401(k) Savings Plan · Sponsored by Hartung Brothers, Inc. · Wisconsin · Agriculture, Forestry & Fishing

$48M in assets, 170 participants

Hartung Brothers, Inc.'s Employees Retirement Readiness - 401(k) Savings Plan reported $48M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #1,171 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Wisconsin

Employees Retirement Readiness - 401(k) Savings Plan covers 170 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $48M.

#1,171
in Agriculture, Forestry & Fishing (1,288 peers)
+13.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Employees Retirement Readiness - 401(k) Savings Plan's outsized position by total assets

Employees Retirement Readiness - 401(k) Savings Plan vs every filed plan by assets

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

$47,734,966 Top 15% higher than 85% 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

Employees Retirement Readiness - 401(k) Savings 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. Employees Retirement Readiness - 401(k) Savings Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees Retirement Readiness - 401(k) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Employees Retirement Readiness - 401(k) Savings Plan end-of-year assets rose from $42M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Employees Retirement Readiness - 401(k) Savings Plan reported participants fell from 184 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391215159 · Hartung Brothers, Inc. PY 2023 · 401(k)

Employees Retirement Readiness - 401(k) Savings Plan · $48M · 170 · 85th

  • RANK $48M
  • PHOTO 170
  • IND 85th
  • EOY 401(k)
  • 5500 near Avalign Technologies Inc 401(k) Plan
  • ASSETS ind #1171

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Employees Retirement Readiness - 401(k) Savings Plan in the asset neighbourhood

Great Clips, Inc. 401(k) Plan$48MAdvancial Federal Credit Union 401(k) Retirement PlanAdvancial Federal Credit Uni…$48MBucher Hydraulics, Inc. 401(k) Savings and Profit Sharing PlanBucher Hydraulics, Inc. 401(…$48MEmployees Retirement Readiness - 401(k) Savings PlanEmployees Retirement Readine…$48MAvalign Technologies Inc 401(k) PlanAvalign Technologies Inc 401…$48M
End-of-year total assets ($M) among Employees Retirement Readiness - 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN391215159
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartung Brothers, Inc.)

Sponsor-wide plan assets over time

All Hartung Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 13.10260699676357% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $42.2M $47.7M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 184 $42M
2023 1 170 $48M
2024 1 179 $48M

Nearby 401(k) Plans in Wisconsin

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

Employees Retirement Readiness - 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Employees Retirement Readiness - 401(k) Savings Plan, Total assets ($B): 0.047734966 · Participants: 170Employees Retirement Readiness - 401(k) Savings 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
Employees Retirement Readiness - 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Employees Retirement Readiness - 401(k) Savings Plan side-by-side with 3 peers →

Employees Retirement Readiness - 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Avalign Technologies Inc 401(k) Plan in IL ($48M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Employees Retirement Readiness - 401(k) Savings Plan assets move in 2023? ▼
Employees Retirement Readiness - 401(k) Savings Plan grew at a solid clip - up 13.2% during 2023, from $42M to $48M. Reported net income was $6M.
How have Hartung Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartung Brothers, Inc.'s sponsor-wide assets grew 13.1%, from $42M to $48M.
Where does Employees Retirement Readiness - 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Employees Retirement Readiness - 401(k) Savings Plan ranks in the 85th 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 Employees Retirement Readiness - 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avalign Technologies Inc 401(k) Plan in IL ($48M, 1,149 participants).
Which 401(k) plans cover a similar participant headcount to Employees Retirement Readiness - 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 391215159.

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.