401(k) · DOL Form 5500 · 2023

Wipfli LLP 401(k) Plan

Data updated 2026-08-25

$752M
Total assets Above avg plan size
2,377
Participants Above avg headcount
98th
Percentile by assets National rank
$316,284
Avg per participant High balance/head
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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.

  • #20,080 in Professional & Technical Services (20,321 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 ~563 per filing). Assets: $752M.

#20,080
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY
7.5×
vs typical plan assets (national mean)

Wipfli LLP 401(k) Profit Sharing Plan's outsized position by total assets

Wipfli LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$751,806,856 Top 2% higher than 98% 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

Wipfli LLP 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wipfli LLP 401(k) Profit Sharing Plan lands in the large band (2,377 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390758449 · Wipfli LLP PY 2023 · 401(k)

Wipfli LLP 401(k) Profit Sharing Plan · $752M · 2,377 · 98th

  • PHOTO $752M
  • IND 2,377
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Hcr Manorcare Retirement Savings 401(k) Plan
  • PCT ind #20080

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Wipfli LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Wipfli LLP 401(k) Profit Sharing PlanWipfli LLP 401(k) Profit Sha…$752MHcr Manorcare Retirement Savings 401(k) PlanHcr Manorcare Retirement Sav…$751MInvestment & Employee Stock Ownership Plan of AvistaInvestment & Employee Stock …$751MExcellus 401(k) Plan$751MGiant Eagle Inc Employee Savings PlanGiant Eagle Inc Employee Sav…$751M
End-of-year total assets ($M) among Wipfli LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$634M
Net Assets (End of Year)$752M
Net Income$118M
Employer EIN390758449
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wipfli LLP)

Sponsor-wide plan assets over time

All Wipfli LLP plans reported in each filing year

Latest sponsor-wide plan assets
$811M 27.848577983031554% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $634M $811M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 2,412 $634M
2023 1 2,377 $752M
2024 1 2,438 $811M

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 Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Wipfli LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.751806856 · Participants: 2377Wipfli LLP 401(k) Profit Sharing 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
Wipfli LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wipfli LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wipfli LLP 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 Hcr Manorcare Retirement Savings 401(k) Plan in OH ($751M); by covered participants it is Kasai North America, Inc. 401(k) Plan in TN (2,377 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($752M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,377 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 Wipfli LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Wipfli LLP 401(k) Profit Sharing Plan grew sharply - up 18.6% during 2023, from $634M to $752M. Reported net income was $118M.
How have Wipfli LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wipfli LLP's sponsor-wide assets grew 27.8%, from $634M to $811M.
Where does Wipfli LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wipfli LLP 401(k) Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wipfli LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hcr Manorcare Retirement Savings 401(k) Plan in OH ($751M, 29,154 participants).
Which 401(k) plans cover a similar participant headcount to Wipfli LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kasai North America, Inc. 401(k) Plan in TN (2,377 participants, $51M 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 390758449.

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.