401(k) · DOL Form 5500 · 2023
Bartels Tools, Inc. 401(k) Plan
Data updated 2026-08-25
- $362K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $362,107
- Avg per participant High balance/head
Official DOL plan name: Bartels Tools Retirement Plan · Sponsored by Bartels Tools, Inc. · Wisconsin · Retail Trade
$362K in assets, 1 participants
Bartels Tools, Inc.'s Bartels Tools Retirement Plan reported $362K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #2,081 in Retail Trade (8,414 peers)
Bartels Tools, Inc. multi-year trail
Bartels Tools, Inc.'s plans moved +101.9% in assets from 2022 to 2024; this filing shows Bartels Tools Retirement Plan at $362K / 1 participant.
- #2,081
- in Retail Trade (8,414 peers)
- +85.1%
- assets growth YoY
Bartels Tools Retirement Plan among the smaller filed plans by assets
Bartels Tools Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$362,107 15th percentile higher than 15% 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
Bartels Tools Retirement 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. Bartels Tools Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bartels Tools Retirement Plan reported net income rose from $53K in the plan year 2022 filing to $167K in the plan year 2023 filing.
- Bartels Tools Retirement Plan end-of-year assets rose from $196K in the plan year 2022 filing to $362K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 460693573 · Bartels Tools, Inc. PY 2023 · 401(k)
Bartels Tools Retirement Plan · $362K · 1 · 15th
- PCT $362K
- EIN 1
- RANK 15th
- PHOTO 401(k)
- IND near California Retina Associates 401(k) Plan
- EOY ind #2081
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 Retail Trade retirement plans → · Plans in Wisconsin →
Bartels Tools Retirement Plan in the asset neighbourhood
Bartels Tools, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bartels Tools, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $395K 101.94274028629857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $196K |
| 2023 | 1 | 1 | $362K |
| 2024 | 1 | 1 | $395K |
Bartels Tools, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $196K |
|---|---|
| Net Assets (End of Year) | $362K |
| Net Income | $167K |
| Employer EIN | 460693573 |
| Plan Effective Date | 2012-08-01 |
| 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
Bartels Tools Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is California Retina Associates 401(k) Plan in CA ($362K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($362K here).
- California Retina Associates 401(k) Plan (CA) $362K · 166
- Mcs 401(k) Trust (NJ) $362K · 1
- Bison Carriers, Inc. 401(k) Plan (TX) $362K · 1
- Pet Ranch Inc. 401(k) Plan (MN) $362K · 12
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.