401(k) · DOL Form 5500 · 2024

Kaukauna Clinic, S.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
35
Participants Small participant base
71st
Percentile by assets National rank
$593,715
Avg per participant High balance/head
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Official DOL plan name: Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan · Sponsored by Kaukauna Clinic, S.C. · Wisconsin · Healthcare & Social Assistance

$21M in assets, 35 participants

Kaukauna Clinic, S.C.'s Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan reported $21M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,757 in Healthcare & Social Assistance (16,916 peers)

Kaukauna Clinic, S.C. multi-year trail

Kaukauna Clinic, S.C.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan at $21M / 35 participants.

#12,757
in Healthcare & Social Assistance (16,916 peers)
+11.6%
assets growth YoY

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan's outsized position by total assets

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,780,012 Top 29% higher than 71% of 123,620 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 2024

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan reported participants fell from 36 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391189707 · Kaukauna Clinic, S.C. PY 2024 · 401(k)

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan · $21M · 35 · 71st

  • PHOTO $21M
  • IND 35
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust
  • PCT ind #12757

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan in the asset neighbourhood

Kaukauna Clinic, S.C. 401(k) and Retirement Savings PlanKaukauna Clinic, S.C. 401(k)…$21MMahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & TrustMahoney, Ulbrich, Christians…$21MMinebea-Accesssolutions USA Inc. 401(k) PlanMinebea-Accesssolutions USA …$21MPlaya Management USA, LLC 401(k) Profit Sharing PlanPlaya Management USA, LLC 40…$21MSignet Maritime Corporation 401(k) P/S PlanSignet Maritime Corporation …$21M
End-of-year total assets ($M) among Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kaukauna Clinic, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kaukauna Clinic, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.903122631933584% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.8M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 37 $17M
2023 1 36 $19M
2024 1 35 $21M

Kaukauna Clinic, S.C. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN391189707
Plan Effective Date1973-12-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan, Total assets ($B): 0.020780012 · Participants: 35Kaukauna Clinic, S.C. 401(k) and Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan side-by-side with 3 peers →

Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust in MN ($21M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan assets move in 2024? ▼
Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan grew at a solid clip - up 11.6% during 2024, from $19M to $21M. Reported net income was $2M.
How have Kaukauna Clinic, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaukauna Clinic, S.C.'s sponsor-wide assets grew 25.9%, from $17M to $21M.
Which 401(k) plans are similar in size to Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust in MN ($21M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Kaukauna Clinic, S.C. 401(k) and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391189707.

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.