401(k) · DOL Form 5500 · 2023
Trace-a-Matic Corporation 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 357
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $90,565
- Avg per participant Below avg balance/head
Official DOL plan name: Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan · Sponsored by Trace-a-Matic Corporation · Wisconsin · Manufacturing
$32M in assets, 357 participants
Trace-a-Matic Corporation's Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan reported $32M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #13,549 in Manufacturing (18,722 peers)
Where Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan sits by assets
Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 357 participants (~$90,565/participant), up 13.3% in 2023.
- #13,549
- in Manufacturing (18,722 peers)
- +13.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan's outsized position by total assets
Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,331,560 Top 20% higher than 80% 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
Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan sits mid-pack in the medium band (357 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan reported participants fell from 377 in the plan year 2022 filing to 357 in the plan year 2023 filing.
DOL schedule card
Filing strip 391103834 · Trace-a-Matic Corporation PY 2023 · 401(k)
Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan · $32M · 357 · 80th
- BOY $32M
- SCH 357
- EBSA 80th
- PART 401(k)
- TYPE near International Education Corporation 401(k) Plan
- NET ind #13549
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 Manufacturing retirement plans → · Plans in Wisconsin →
Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 391103834 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trace-a-Matic Corporation)
Sponsor-wide plan assets over time
All Trace-a-Matic Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 17.598841337993022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $29M |
| 2023 | 1 | 357 | $32M |
| 2024 | 1 | 357 | $34M |
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
Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is International Education Corporation 401(k) Plan in CA ($32M); by covered participants it is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.
- Nexius Solutions, Inc. 401(k) Plan (DE) 357 · 0 off
- Sba Defined Contribution Plan for Citizens and Farmers Bank (VA) 357 · 0 off
- Credit Union 1 401(k) Retirement Plan (IL) 357 · 0 off
- Jfrog 401(k) Retirement Plan (CA) 357 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.