401(k) · DOL Form 5500 · 2024
Engineering Specialists, Inc. 401(k) Plan
Data updated 2026-08-11
- $16M
- Total assets
- 138
- Participants
- 66th
- Percentile by assets
- $119,214
- Avg per participant
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.
- 66th percentile by assets (of 123,622 plans)
- #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.
- $16M
- total plan assets (2024 EOY)
- 138
- covered participants
- 66th
- percentile by assets (of 123,622 plans)
- $119,214
- avg assets per participant
Where Engineering Specialists, Inc. 401(k) Savings Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Engineering Specialists, Inc. 401(k) Savings Plan reports 138 participants - about 25% of that state average ($16M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 391208480 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Engineering Specialists, Inc.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Engineering Specialists, Inc. 401(k) Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Engineering Specialists, Inc. 401(k) Savings Plan assets move in 2024? ▼
How have Engineering Specialists, Inc. plan assets changed over time? ▼
Which 401(k) plans are similar in size to Engineering Specialists, Inc. 401(k) Savings Plan? ▼
Next read for Engineering Specialists, Inc. 401(k) Sav…
Filing takeaways
Ways to act on Engineering Specialists, Inc. 401(k) Savings Plan's numbers.
- By total assets, Engineering Specialists, Inc. 401(k) Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Engineering Specialists, Inc.'s sponsor-wide assets have grown 38.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans