401(k) · DOL Form 5500 · 2023

Ho-Chunk Nation 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
2,190
Participants Above avg headcount
89th
Percentile by assets National rank
$32,903
Avg per participant Low balance/head
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Official DOL plan name: Ho-Chunk Nation 401(k) Plan & Trust · Sponsored by Ho-Chunk Nation · Wisconsin · Arts, Entertainment & Recreation

$72M in assets, 2,190 participants

Ho-Chunk Nation's Ho-Chunk Nation 401(k) Plan & Trust reported $72M in total assets and 2,190 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,775 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Wisconsin

Ho-Chunk Nation 401(k) Plan & Trust covers 2,190 participants in Wisconsin, 3.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $72M.

#2,775
in Arts, Entertainment & Recreation (2,945 peers)
+14.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ho-Chunk Nation 401(k) Plan & Trust's outsized position by total assets

Ho-Chunk Nation 401(k) Plan & Trust vs every filed plan by assets

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

$72,058,389 Top 11% higher than 89% 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

Ho-Chunk Nation 401(k) Plan & Trust'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. Ho-Chunk Nation 401(k) Plan & Trust lands in the large band (2,190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ho-Chunk Nation 401(k) Plan & Trust end-of-year assets rose from $63M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Ho-Chunk Nation 401(k) Plan & Trust reported net income rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ho-Chunk Nation 401(k) Plan & Trust reported participants rose from 1,954 in the plan year 2022 filing to 2,190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391140880 · Ho-Chunk Nation PY 2023 · 401(k)

Ho-Chunk Nation 401(k) Plan & Trust · $72M · 2,190 · 89th

  • BOY $72M
  • SCH 2,190
  • EBSA 89th
  • PART 401(k)
  • TYPE near Pointclickcare Technologies USA Corp. 401(k) Plan
  • NET ind #2775

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 Arts, Entertainment & Recreation retirement plans → · Plans in Wisconsin →

Ho-Chunk Nation 401(k) Plan & Trust in the asset neighbourhood

Pointclickcare Technologies USA Corp. 401(k) PlanPointclickcare Technologies …$72MHo-Chunk Nation 401(k) Plan & TrustHo-Chunk Nation 401(k) Plan …$72MNational Medical Services, Inc. 401(k) Savings and Retirement PlanNational Medical Services, I…$72MWright-Pierce Employees Section 401(k) Profit Sharing PlanWright-Pierce Employees Sect…$72MRepligen 401(k) Savings Plan$72M
End-of-year total assets ($M) among Ho-Chunk Nation 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$72M
Net Income$9M
Employer EIN391140880
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ho-Chunk Nation)

Sponsor-wide plan assets over time

All Ho-Chunk Nation plans reported in each filing year

Latest sponsor-wide plan assets
$86M 35.67792493434127% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.1M $85.6M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 1,954 $63M
2023 1 2,190 $72M
2024 1 2,234 $86M

Nearby 401(k) Plans in Wisconsin

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

Ho-Chunk Nation 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ho-Chunk Nation 401(k) Plan & Trust, Total assets ($B): 0.072058389 · Participants: 2190Ho-Chunk Nation 401(k) Plan & TrustAdvocate 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
Ho-Chunk Nation 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Ho-Chunk Nation 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pointclickcare Technologies USA Corp. 401(k) Plan in MN ($72M); by covered participants it is Granite Telecommunications 401(k) Plan in MA (2,190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,190 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 Ho-Chunk Nation 401(k) Plan & Trust assets move in 2023?
Ho-Chunk Nation 401(k) Plan & Trust grew at a solid clip - up 14.3% during 2023, from $63M to $72M. Reported net income was $9M.
How have Ho-Chunk Nation plan assets changed over time?
Across 3 plan years on file (2022-2024), Ho-Chunk Nation's sponsor-wide assets grew 35.7%, from $63M to $86M.
Where does Ho-Chunk Nation 401(k) Plan & Trust rank by assets among Form 5500 filers?
Ho-Chunk Nation 401(k) Plan & Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ho-Chunk Nation 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Pointclickcare Technologies USA Corp. 401(k) Plan in MN ($72M, 977 participants).
Which 401(k) plans cover a similar participant headcount to Ho-Chunk Nation 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Granite Telecommunications 401(k) Plan in MA (2,190 participants, $167M in assets).