401(k) · DOL Form 5500 · 2023
Pitlik & Wick, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $130,494
- Avg per participant Near avg balance/head
Official DOL plan name: Pitlik & Wick, Inc. 401(k) Profit Sharing Plan · Sponsored by Pitlik & Wick, Inc. · Wisconsin · Construction
$19M in assets, 146 participants
Pitlik & Wick, Inc.'s Pitlik & Wick, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,364 in Construction (9,030 peers)
Coverage in Wisconsin
Pitlik & Wick, Inc. 401(k) Profit Sharing Plan covers 146 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.
- #6,364
- in Construction (9,030 peers)
- +12.0%
- assets growth YoY
Pitlik & Wick, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Pitlik & Wick, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,052,133 Top 28% higher than 72% 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
Pitlik & Wick, Inc. 401(k) Profit Sharing 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. Pitlik & Wick, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pitlik & Wick, Inc. 401(k) Profit Sharing Plan reported net income rose from -$491K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Pitlik & Wick, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Pitlik & Wick, Inc. 401(k) Profit Sharing Plan reported participants rose from 134 in the plan year 2022 filing to 146 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391086441 · Pitlik & Wick, Inc. PY 2023 · 401(k)
Pitlik & Wick, Inc. 401(k) Profit Sharing Plan · $19M · 146 · 72nd
- SCH $19M
- EBSA 146
- PART 72nd
- TYPE 401(k)
- NET near Fpi Management, Inc. 401(k) Plan
- BOOK ind #6364
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 →
Pitlik & Wick, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 391086441 |
| Plan Effective Date | 1970-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pitlik & Wick, Inc.)
Sponsor-wide plan assets over time
All Pitlik & Wick, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 34.64537805381532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $17M |
| 2023 | 1 | 146 | $19M |
| 2024 | 1 | 162 | $23M |
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
Pitlik & Wick, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Fpi Management, Inc. 401(k) Plan in CA ($19M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Fpi Management, Inc. 401(k) Plan (CA) $19M · 3,544
- Thor Specialties Inc 401(k) Plan (CT) $19M · 80
- Fundrise 401(k) Plan (DC) $19M · 307
- Quantum Energy Partners 2020 LLC 401(k) Plan (TX) $19M · 88
Similar participant headcount
Nearest other-state filings by covered participants (146 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.