401(k) · DOL Form 5500 · 2023

Society of St. Vincent De Paul of Waukesha County, Inc. 401(k) Plan

Data updated 2026-08-25

$854K
Total assets Small plan by assets
116
Participants Small participant base
22nd
Percentile by assets National rank
$7,366
Avg per participant Low balance/head
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Official DOL plan name: St. Vincent De Paul Waukesha Retirement Savings Plan · Sponsored by Society of St. Vincent De Paul of Waukesha County, Inc. · Wisconsin · Retail Trade

$854K in assets, 116 participants

Society of St. Vincent De Paul of Waukesha County, Inc.'s St. Vincent De Paul Waukesha Retirement Savings Plan reported $854K in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,912 in Retail Trade (8,414 peers)

Coverage in Wisconsin

St. Vincent De Paul Waukesha Retirement Savings Plan covers 116 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $854K.

#2,912
in Retail Trade (8,414 peers)
+38.5%
assets growth YoY

St. Vincent De Paul Waukesha Retirement Savings Plan among the smaller filed plans by assets

St. Vincent De Paul Waukesha Retirement Savings Plan vs every filed plan by assets

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

$854,462 22nd percentile higher than 22% 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

St. Vincent De Paul Waukesha Retirement Savings 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. St. Vincent De Paul Waukesha Retirement Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Vincent De Paul Waukesha Retirement Savings Plan end-of-year assets rose from $617K in the plan year 2022 filing to $854K in the plan year 2023 filing.
  • St. Vincent De Paul Waukesha Retirement Savings Plan reported net income rose from $204K in the plan year 2022 filing to $238K in the plan year 2023 filing.
  • St. Vincent De Paul Waukesha Retirement Savings Plan reported participants fell from 118 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390909537 · Society of St. Vincent De Paul of Waukesha County, Inc. PY 2023 · 401(k)

St. Vincent De Paul Waukesha Retirement Savings Plan · $854K · 116 · 22nd

  • PCT $854K
  • EIN 116
  • RANK 22nd
  • PHOTO 401(k)
  • IND near Airmark 401(k) Plan
  • EOY ind #2912

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 Retail Trade retirement plans → · Plans in Wisconsin →

St. Vincent De Paul Waukesha Retirement Savings Plan in the asset neighbourhood

St. Vincent De Paul Waukesha Retirement Savings PlanSt. Vincent De Paul Waukesha…$854KAirmark 401(k) Plan$854KV & B Ventures, Incorporated Retirement PlanV & B Ventures, Incorporated…$854KGranite Wellness Centers Retirement PlanGranite Wellness Centers Ret…$855KLedman Construction, Inc. 401(k) Profit Sharing PlanLedman Construction, Inc. 40…$855K
End-of-year total assets ($M) among St. Vincent De Paul Waukesha Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$617K
Net Assets (End of Year)$854K
Net Income$238K
Employer EIN390909537
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society of St. Vincent De Paul of Waukesha County, Inc.)

Sponsor-wide plan assets over time

All Society of St. Vincent De Paul of Waukesha County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$854K 38.51416084567912% vs 2022
2023 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 20222023 $0.62M $0.85M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 118 $617K
2023 1 116 $854K

Nearby 401(k) Plans in Wisconsin

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

St. Vincent De Paul Waukesha Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants St. Vincent De Paul Waukesha Retirement Savings Plan, Total assets ($B): 0.000854462 · Participants: 116St. Vincent De Paul Waukesha Retirement Savings 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
St. Vincent De Paul Waukesha Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare St. Vincent De Paul Waukesha Retirement Savings Plan side-by-side with 3 peers →

St. Vincent De Paul Waukesha Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Airmark 401(k) Plan in WA ($854K); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($854K here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 St. Vincent De Paul Waukesha Retirement Savings Plan assets move in 2023? ▼
St. Vincent De Paul Waukesha Retirement Savings Plan surged - up 38.5% during 2023, from $617K to $854K. Reported net income was $238K.
How have Society of St. Vincent De Paul of Waukesha County, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Society of St. Vincent De Paul of Waukesha County, Inc.'s sponsor-wide assets grew 38.5%, from $617K to $854K.
Where does St. Vincent De Paul Waukesha Retirement Savings Plan rank by assets among Form 5500 filers? ▼
St. Vincent De Paul Waukesha Retirement Savings Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to St. Vincent De Paul Waukesha Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Airmark 401(k) Plan in WA ($854K, 23 participants).
Which 401(k) plans cover a similar participant headcount to St. Vincent De Paul Waukesha Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 390909537.

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.