401(k) · DOL Form 5500 · 2024

Skyward, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
684
Participants Below avg headcount
91st
Percentile by assets National rank
$155,632
Avg per participant Above avg balance/head
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Official DOL plan name: Skyward, Inc. 401(k) Plan · Sponsored by Skyward, Inc. · Wisconsin · Information & Media

$106M in assets, 684 participants

Skyward, Inc.'s Skyward, Inc. 401(k) Plan reported $106M in total assets and 684 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,452 in Information & Media (2,822 peers)

Where Skyward, Inc. 401(k) Plan sits by assets

Skyward, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $106M for 684 participants (~$155,632/participant), up 14.2% in 2024.

#2,452
in Information & Media (2,822 peers)
+14.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Skyward, Inc. 401(k) Plan's outsized position by total assets

Skyward, Inc. 401(k) Plan vs every filed plan by assets

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

$106,452,005 Top 9% higher than 91% 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

Skyward, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Skyward, Inc. 401(k) Plan sits mid-pack in the medium band (684 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Skyward, Inc. 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Skyward, Inc. 401(k) Plan end-of-year assets rose from $93M in the plan year 2023 filing to $106M in the plan year 2024 filing.
  • Skyward, Inc. 401(k) Plan reported participants rose from 632 in the plan year 2023 filing to 684 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391471992 · Skyward, Inc. PY 2024 · 401(k)

Skyward, Inc. 401(k) Plan · $106M · 684 · 91st

  • IND $106M
  • EOY 684
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Physicians Network Medical Group 401(k) Plan
  • EIN ind #2452

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 Information & Media retirement plans → · Plans in Wisconsin →

Skyward, Inc. 401(k) Plan in the asset neighbourhood

Physicians Network Medical Group 401(k) PlanPhysicians Network Medical G…$106MSkyward, Inc. 401(k) Plan$106MTeamsters Local 830 Retirement Savings PlanTeamsters Local 830 Retireme…$106MConnections Education 401(k) Retirement Savings PlanConnections Education 401(k)…$106MKindeva Drug Delivery L.P. 401(k) PlanKindeva Drug Delivery L.P. 4…$106M
End-of-year total assets ($M) among Skyward, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$106M
Net Income$13M
Employer EIN391471992
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Skyward, Inc.)

Sponsor-wide plan assets over time

All Skyward, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 41.350350700943125% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.3M $106M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 637 $75M
2023 1 632 $93M
2024 1 684 $106M

Nearby 401(k) Plans in Wisconsin

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

Skyward, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Skyward, Inc. 401(k) Plan, Total assets ($B): 0.106452005 · Participants: 684Skyward, Inc. 401(k) 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
Skyward, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Skyward, Inc. 401(k) Plan side-by-side with 3 peers →

Skyward, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Physicians Network Medical Group 401(k) Plan in CA ($106M); by covered participants it is E2 Consulting Engineers, Inc. Retirement Savings Plan in CO (684 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (684 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 Skyward, Inc. 401(k) Plan assets move in 2024? ▼
Skyward, Inc. 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $93M to $106M. Reported net income was $13M.
How have Skyward, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Skyward, Inc.'s sponsor-wide assets grew 41.4%, from $75M to $106M.
Where does Skyward, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Skyward, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Skyward, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physicians Network Medical Group 401(k) Plan in CA ($106M, 508 participants).
Which 401(k) plans cover a similar participant headcount to Skyward, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E2 Consulting Engineers, Inc. Retirement Savings Plan in CO (684 participants, $42M 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 391471992.

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.