401(k) · DOL Form 5500 · 2023

Conifer Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$340,700
Avg per participant High balance/head
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Official DOL plan name: Conifer Companies, Inc. 401(k) Plan · Sponsored by Conifer Companies, Inc. · Wisconsin · Real Estate

$1M in assets, 3 participants

Conifer Companies, Inc.'s Conifer Companies, Inc. 401(k) Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,945 in Real Estate (4,727 peers)

Conifer Companies, Inc. multi-year trail

Conifer Companies, Inc.'s plans moved -17.7% in assets from 2022 to 2024; this filing shows Conifer Companies, Inc. 401(k) Plan at $1M / 3 participants.

#1,945
in Real Estate (4,727 peers)
-19.8%
assets change YoY

The plan reported a net loss of $252K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conifer Companies, Inc. 401(k) Plan among the smaller filed plans by assets

Conifer Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$1,022,101 24th percentile higher than 24% 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

Conifer Companies, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conifer Companies, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conifer Companies, Inc. 401(k) Plan reported net income fell from -$2K in the plan year 2022 filing to -$252K in the plan year 2023 filing.
  • Conifer Companies, Inc. 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Conifer Companies, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 854371273 · Conifer Companies, Inc. PY 2023 · 401(k)

Conifer Companies, Inc. 401(k) Plan · $1M · 3 · 24th

  • EBSA $1M
  • PART 3
  • TYPE 24th
  • NET 401(k)
  • BOOK near Prosper Group Plan
  • VS-ST ind #1945

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 Real Estate retirement plans → · Plans in Wisconsin →

Conifer Companies, Inc. 401(k) Plan in the asset neighbourhood

Conifer Companies, Inc. 401(k) PlanConifer Companies, Inc. 401(…$1MProsper Group Plan$1MCoast Real Estate, Inc. 401(k) Profit Sharing PlanCoast Real Estate, Inc. 401(…$1MEast Coast Energy Group Union 401(k) PlanEast Coast Energy Group Unio…$1MKanthea Holdings, Inc. Pension Transfer Trust PlanKanthea Holdings, Inc. Pensi…$1M
End-of-year total assets ($M) among Conifer Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Conifer Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Conifer Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.650619055543867% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $1.27M $1.05M ▼ -17.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 3 $1M
2024 1 2 $1M

Conifer Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$252K
Employer EIN854371273
Plan Effective Date2020-12-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Conifer Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Conifer Companies, Inc. 401(k) Plan, Total assets ($B): 0.001022101 · Participants: 3Conifer Companies, Inc. 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
Conifer Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Conifer Companies, Inc. 401(k) Plan side-by-side with 3 peers →

Conifer Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Prosper Group Plan in MA ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Conifer Companies, Inc. 401(k) Plan assets move in 2023? ▼
Conifer Companies, Inc. 401(k) Plan declined sharply - down 19.8% during 2023, from $1M to $1M. Reported net income was -$252K.
How have Conifer Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conifer Companies, Inc.'s sponsor-wide assets declined 17.7%, from $1M to $1M.
Where does Conifer Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Conifer Companies, Inc. 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Conifer Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prosper Group Plan in MA ($1M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Conifer Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 854371273.

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.