401(k) · DOL Form 5500 · 2024

Engineering Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
138
Participants Small participant base
66th
Percentile by assets National rank
$119,214
Avg per participant Near avg balance/head
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Official DOL plan name: Engineering Specialists, Inc. 401(k) Savings Plan · Sponsored by Engineering Specialists, Inc. · Wisconsin · Professional & Technical Services

$16M in assets, 138 participants

Engineering Specialists, Inc.'s Engineering Specialists, Inc. 401(k) Savings Plan reported $16M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,202 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Engineering Specialists, Inc. 401(k) Savings Plan covers 138 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#13,202
in Professional & Technical Services (20,173 peers)
+18.6%
assets growth YoY

Engineering Specialists, Inc. 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Engineering Specialists, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$16,451,525 Top 34% higher than 66% 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

Engineering Specialists, Inc. 401(k) Savings 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. Engineering Specialists, Inc. 401(k) Savings Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Engineering Specialists, Inc. 401(k) Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Engineering Specialists, Inc. 401(k) Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Engineering Specialists, Inc. 401(k) Savings Plan reported participants fell from 147 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391208480 · Engineering Specialists, Inc. PY 2024 · 401(k)

Engineering Specialists, Inc. 401(k) Savings Plan · $16M · 138 · 66th

  • RANK $16M
  • RANK 138
  • RANK 66th
  • RANK 401(k)
  • RANK near Endeavor Communications Savings Plan
  • RANK ind #13202

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Engineering Specialists, Inc. 401(k) Savings Plan in the asset neighbourhood

Engineering Specialists, Inc. 401(k) Savings PlanEngineering Specialists, Inc…$16MEndeavor Communications Savings PlanEndeavor Communications Savi…$16MBergstrom Electric, Inc. 401(k) PlanBergstrom Electric, Inc. 401…$16MEverett & Hurite Ophthalmic Association 401(k) Profit Sharing PlanEverett & Hurite Ophthalmic …$16MWelspun Tubular, LLC Retirement Savings PlanWelspun Tubular, LLC Retirem…$16M
End-of-year total assets ($M) among Engineering Specialists, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN391208480
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engineering Specialists, Inc.)

Sponsor-wide plan assets over time

All Engineering Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 38.469579117592026% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $16.5M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 112 $12M
2023 1 147 $14M
2024 1 138 $16M

Nearby 401(k) Plans in Wisconsin

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

Engineering Specialists, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Engineering Specialists, Inc. 401(k) Savings Plan, Total assets ($B): 0.016451525 · Participants: 138Engineering Specialists, Inc. 401(k) 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
Engineering Specialists, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Engineering Specialists, Inc. 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Endeavor Communications Savings Plan in IN ($16M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Engineering Specialists, Inc. 401(k) Savings Plan assets move in 2024? ▼
Engineering Specialists, Inc. 401(k) Savings Plan grew sharply - up 18.6% during 2024, from $14M to $16M. Reported net income was $3M.
How have Engineering Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engineering Specialists, Inc.'s sponsor-wide assets grew 38.5%, from $12M to $16M.
Which 401(k) plans are similar in size to Engineering Specialists, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endeavor Communications Savings Plan in IN ($16M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Engineering Specialists, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 391208480.

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.