401(k) · DOL Form 5500 · 2024
Greene Niesen Insurance Agency Inc 401(k) Plan
Data updated 2026-08-25
- $684K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $76,053
- Avg per participant Below avg balance/head
Official DOL plan name: Greene-Niesen Insurance Agency Inc Savings & Retirement Plan · Sponsored by Greene Niesen Insurance Agency Inc · Wisconsin · Finance & Insurance
$684K in assets, 9 participants
Greene Niesen Insurance Agency Inc's Greene-Niesen Insurance Agency Inc Savings & Retirement Plan reported $684K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #943 in Finance & Insurance (8,549 peers)
2024 asset change
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan declined sharply 15.9% in 2024 ($814K → $684K) for 9 participants.
- #943
- in Finance & Insurance (8,549 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan among the smaller filed plans by assets
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$684,474 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greene-Niesen Insurance Agency Inc Savings & Retirement Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greene-Niesen Insurance Agency Inc Savings & Retirement Plan reported net income fell from $66K in the plan year 2023 filing to -$130K in the plan year 2024 filing.
- Greene-Niesen Insurance Agency Inc Savings & Retirement Plan end-of-year assets fell from $814K in the plan year 2023 filing to $684K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391779367 · Greene Niesen Insurance Agency Inc PY 2024 · 401(k)
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan · $684K · 9 · 20th
- TYPE $684K
- NET 9
- BOOK 20th
- VS-ST 401(k)
- BOY near Beemer Enterprises, Inc. 401(k) Profit Sharing Plan
- SCH ind #943
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in the asset neighbourhood
Greene Niesen Insurance Agency Inc years around the 2024 move
Sponsor-wide plan assets over time
All Greene Niesen Insurance Agency Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $684K 8.579068419379569% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $749K |
| 2023 | 1 | 9 | $814K |
| 2024 | 1 | 9 | $684K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $814K |
|---|---|
| Net Assets (End of Year) | $684K |
| Net Income | -$130K |
| Employer EIN | 391779367 |
| Plan Effective Date | 1998-07-01 |
| 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 $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Greene-Niesen Insurance Agency Inc Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Beemer Enterprises, Inc. 401(k) Profit Sharing Plan in MI ($684K); by covered participants it is Bendblue 401(k) in CA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($684K here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.