401(k) · DOL Form 5500 · 2024

Joe Daniels Construction Company, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
83
Participants Small participant base
81st
Percentile by assets National rank
$482,451
Avg per participant High balance/head
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Official DOL plan name: Joe Daniels Construction Company, Inc. Retirement Plan · Sponsored by Joe Daniels Construction Company, Inc. · Wisconsin · Construction

$40M in assets, 83 participants

Joe Daniels Construction Company, Inc.'s Joe Daniels Construction Company, Inc. Retirement Plan reported $40M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,222 in Construction (9,039 peers)

Where Joe Daniels Construction Company, Inc. Retirement Plan sits by assets

Joe Daniels Construction Company, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 83 participants (~$482,451/participant), up 1.0% in 2024.

#7,222
in Construction (9,039 peers)
+1.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Joe Daniels Construction Company, Inc. Retirement Plan's outsized position by total assets

Joe Daniels Construction Company, Inc. Retirement Plan vs every filed plan by assets

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

$40,043,420 Top 19% higher than 81% 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

Joe Daniels Construction Company, Inc. Retirement 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. Joe Daniels Construction Company, Inc. Retirement Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joe Daniels Construction Company, Inc. Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $406K in the plan year 2024 filing.
  • Joe Daniels Construction Company, Inc. Retirement Plan reported participants rose from 77 in the plan year 2023 filing to 83 in the plan year 2024 filing.
  • Joe Daniels Construction Company, Inc. Retirement Plan end-of-year assets rose from $40M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391187059 · Joe Daniels Construction Company, Inc. PY 2024 · 401(k)

Joe Daniels Construction Company, Inc. Retirement Plan · $40M · 83 · 81st

  • EOY $40M
  • 5500 83
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Usmmg 401(k) Savings Plan
  • RANK ind #7222

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 Construction retirement plans → · Plans in Wisconsin →

Joe Daniels Construction Company, Inc. Retirement Plan in the asset neighbourhood

Salt Lake Legal Defender Association 401(k) Profit Sharing PlanSalt Lake Legal Defender Ass…$40MPpc Flexible Packaging, LLC 401(k) Profit Sharing PlanPpc Flexible Packaging, LLC …$40MJoe Daniels Construction Company, Inc. Retirement PlanJoe Daniels Construction Com…$40MUsmmg 401(k) Savings Plan$40MBrookwood Companies Inc. Tax Favored Savings PlanBrookwood Companies Inc. Tax…$40M
End-of-year total assets ($M) among Joe Daniels Construction Company, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$40M
Net Income$406K
Employer EIN391187059
Plan Effective Date1987-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Joe Daniels Construction Company, Inc.)

Sponsor-wide plan assets over time

All Joe Daniels Construction Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 15.428672805701407% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.1M $50.9M ▲ +15.4%
Year Plans Participants Total Assets
2022 2 163 $44M
2023 2 154 $49M
2024 2 166 $51M

Nearby 401(k) Plans in Wisconsin

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

Joe Daniels Construction Company, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Joe Daniels Construction Company, Inc. Retirement Plan, Total assets ($B): 0.04004342 · Participants: 83Joe Daniels Construction Company, Inc. Retirement 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
Joe Daniels Construction Company, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Joe Daniels Construction Company, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Usmmg 401(k) Savings Plan in TN ($40M); by covered participants it is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Joe Daniels Construction Company, Inc. Retirement Plan assets move in 2024?
Joe Daniels Construction Company, Inc. Retirement Plan held essentially flat - up 1.0% during 2024, from $40M to $40M. Reported net income was $406K.
How have Joe Daniels Construction Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Joe Daniels Construction Company, Inc.'s sponsor-wide assets grew 15.4%, from $44M to $51M.
Where does Joe Daniels Construction Company, Inc. Retirement Plan rank by assets among Form 5500 filers?
Joe Daniels Construction Company, Inc. Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Joe Daniels Construction Company, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Usmmg 401(k) Savings Plan in TN ($40M, 881 participants).
Which 401(k) plans cover a similar participant headcount to Joe Daniels Construction Company, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants, $22M in assets).