401(k) · DOL Form 5500 · 2023

Emmi Roth USA, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
308
Participants Below avg headcount
77th
Percentile by assets National rank
$82,785
Avg per participant Below avg balance/head
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Official DOL plan name: Emmi Roth USA 401(k) Plan · Sponsored by Emmi Roth USA, Inc. · Wisconsin · Manufacturing

$25M in assets, 308 participants

Emmi Roth USA, Inc.'s Emmi Roth USA 401(k) Plan reported $25M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,700 in Manufacturing (18,722 peers)

Where Emmi Roth USA 401(k) Plan sits by assets

Emmi Roth USA 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 308 participants (~$82,785/participant), up 32.6% in 2023.

#12,700
in Manufacturing (18,722 peers)
+32.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Emmi Roth USA 401(k) Plan's outsized position by total assets

Emmi Roth USA 401(k) Plan vs every filed plan by assets

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

$25,497,861 Top 23% higher than 77% 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

Emmi Roth USA 401(k) 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. Emmi Roth USA 401(k) Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emmi Roth USA 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Emmi Roth USA 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Emmi Roth USA 401(k) Plan reported participants rose from 282 in the plan year 2022 filing to 308 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391666423 · Emmi Roth USA, Inc. PY 2023 · 401(k)

Emmi Roth USA 401(k) Plan · $25M · 308 · 77th

  • IND $25M
  • EOY 308
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan
  • EIN ind #12700

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 →

Emmi Roth USA 401(k) Plan in the asset neighbourhood

Emmi Roth USA 401(k) Plan$25MMccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) PlanMccorriston Miller Mukai Mac…$25MOutten & Golden LLP 401(k) PlanOutten & Golden LLP 401(k) P…$25MAtalaya Capital Management 401(k) PlanAtalaya Capital Management 4…$25MSignia Aerospace 401(k) Plan$25M
End-of-year total assets ($M) among Emmi Roth USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN391666423
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emmi Roth USA, Inc.)

Sponsor-wide plan assets over time

All Emmi Roth USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 56.77608064868117% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.2M $30.2M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 282 $19M
2023 1 308 $25M
2024 1 340 $30M

Nearby 401(k) Plans in Wisconsin

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

Emmi Roth USA 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Emmi Roth USA 401(k) Plan, Total assets ($B): 0.025497861 · Participants: 308Emmi Roth USA 401(k) 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
Emmi Roth USA 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Emmi Roth USA 401(k) Plan side-by-side with 3 peers →

Emmi Roth USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan in HI ($25M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Emmi Roth USA 401(k) Plan assets move in 2023? ▼
Emmi Roth USA 401(k) Plan surged - up 32.6% during 2023, from $19M to $25M. Reported net income was $6M.
How have Emmi Roth USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emmi Roth USA, Inc.'s sponsor-wide assets grew 56.8%, from $19M to $30M.
Where does Emmi Roth USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Emmi Roth USA 401(k) Plan ranks in the 77th 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 Emmi Roth USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan in HI ($25M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Emmi Roth USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemberton Healthcare Services 401(k) Plan in TN (308 participants, N/A 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 391666423.

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.