401(k) · DOL Form 5500 · 2024
Poiema Automation Inc. 401(k) Plan
Data updated 2026-08-25
- $799K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $88,779
- Avg per participant Below avg balance/head
Official DOL plan name: Poiema Automation Inc. 401(k) Profit Sharing Plan · Sponsored by Poiema Automation Inc. · Wisconsin · Manufacturing
$799K in assets, 9 participants
Poiema Automation Inc.'s Poiema Automation Inc. 401(k) Profit Sharing Plan reported $799K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #1,528 in Manufacturing (17,777 peers)
Poiema Automation Inc. multi-year trail
Poiema Automation Inc.'s plans moved +21.7% in assets from 2022 to 2024; this filing shows Poiema Automation Inc. 401(k) Profit Sharing Plan at $799K / 9 participants.
- #1,528
- in Manufacturing (17,777 peers)
- +3.9%
- assets growth YoY
Poiema Automation Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Poiema Automation Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$799,009 21st percentile higher than 21% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Poiema Automation Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Poiema Automation Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Poiema Automation Inc. 401(k) Profit Sharing Plan reported net income fell from $113K in the plan year 2023 filing to $30K in the plan year 2024 filing.
- Poiema Automation Inc. 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Poiema Automation Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $769K in the plan year 2023 filing to $799K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 833362029 · Poiema Automation Inc. PY 2024 · 401(k)
Poiema Automation Inc. 401(k) Profit Sharing Plan · $799K · 9 · 21st
- EOY $799K
- 5500 9
- ASSETS 21st
- PCT 401(k)
- EIN near Heath 4-Ever, Inc. 401(k) Plan
- RANK ind #1528
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 →
Poiema Automation Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Poiema Automation Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Poiema Automation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $799K 21.744662112847955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $656K |
| 2023 | 1 | 8 | $769K |
| 2024 | 1 | 9 | $799K |
Poiema Automation Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $769K |
|---|---|
| Net Assets (End of Year) | $799K |
| Net Income | $30K |
| Employer EIN | 833362029 |
| Plan Effective Date | 2019-01-31 |
| Filing Status | FILING RECEIVED |
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 $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Poiema Automation Inc. 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 Heath 4-Ever, Inc. 401(k) Plan in KS ($799K); by covered participants it is Bendblue 401(k) in CA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($799K here).
- Heath 4-Ever, Inc. 401(k) Plan (KS) $799K · 7
- The Arc Nature Coast 401-K Plan (FL) $799K · 82
- Patients' Hospital of Redding 401(k) Retirement Plan (CA) $799K · 60
- Laureti & Associates 401(k) Profit Sharing Plan (CA) $799K · 5
Similar participant headcount
Nearest other-state filings by covered participants (9 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.