401(k) · DOL Form 5500 · 2023
Wipfli LLP 401(k) Plan
Data updated 2026-08-06
- $752M
- Total assets
- 2,377
- Participants
- 98th
- Percentile by assets
- $316,284
- Avg per participant
Official DOL plan name: Wipfli LLP 401(k) Profit Sharing Plan · Sponsored by Wipfli LLP · Wisconsin · Professional & Technical Services
$752M in assets, 2,377 participants
Wipfli LLP's Wipfli LLP 401(k) Profit Sharing Plan reported $752M in total assets and 2,377 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 126,618 plans)
- #20,030 in Professional & Technical Services (20,271 peers)
Coverage in Wisconsin
Wipfli LLP 401(k) Profit Sharing Plan covers 2,377 participants in Wisconsin, 4.2x the typical Wisconsin plan (state average ~565 per filing). Assets: $752M.
- $752M
- total plan assets (2023 EOY)
- 2,377
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $316,284
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wipfli LLP 401(k) Profit Sharing Plan reported net income rose from $13M in the plan year 2022 filing to $118M in the plan year 2023 filing.
- Wipfli LLP 401(k) Profit Sharing Plan end-of-year assets rose from $634M in the plan year 2022 filing to $752M in the plan year 2023 filing.
- Wipfli LLP 401(k) Profit Sharing Plan reported participants fell from 2,412 in the plan year 2022 filing to 2,377 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Wipfli LLP 401(k) Profit Sharing Plan reports 2,377 participants - 4.2x that state average ($752M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $634M |
|---|---|
| Net Assets (End of Year) | $752M |
| Net Income | $118M |
| Employer EIN | 390758449 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wipfli LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,412 | $634M |
| 2023 | 1 | 2,377 | $752M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wipfli LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wipfli LLP 401(k) Profit Sharing Plan by total assets, not by location.
- Hcr Manorcare Retirement Savings 401(k) Plan (OH) $751M · 29,154
- Investment & Employee Stock Ownership Plan of Avista (WA) $751M · 1,885
- Excellus 401(k) Plan (NY) $751M · 4,279
- Giant Eagle Inc Employee Savings Plan (PA) $751M · 14,056
Frequently Asked Questions
How did Wipfli LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
How have Wipfli LLP plan assets changed over time? ▼
Where does Wipfli LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wipfli LLP 401(k) Profit Sharing Plan? ▼
Next read for Wipfli LLP 401(k) Profit Sharing Plan
Filing takeaways
Ways to act on Wipfli LLP 401(k) Profit Sharing Plan's numbers.
- By total assets, Wipfli LLP 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Wipfli LLP's sponsor-wide assets have grown 18.6% since 2022 across 2 plan years on file. More Professional & Technical Services plans