401(k) · DOL Form 5500 · 2024
Habush Habush & Rottier, S.C. 401(k) Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 131
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $446,677
- Avg per participant High balance/head
Official DOL plan name: Habush Habush & Rottier, S.C. 401(k) Savings Plan · Sponsored by Habush Habush & Rottier, S.C. · Wisconsin · Professional & Technical Services
$59M in assets, 131 participants
Habush Habush & Rottier, S.C.'s Habush Habush & Rottier, S.C. 401(k) Savings Plan reported $59M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,494 in Professional & Technical Services (20,173 peers)
Coverage in Wisconsin
Habush Habush & Rottier, S.C. 401(k) Savings Plan covers 131 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $59M.
- #17,494
- in Professional & Technical Services (20,173 peers)
- +12.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Habush Habush & Rottier, S.C. 401(k) Savings Plan's outsized position by total assets
Habush Habush & Rottier, S.C. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,514,749 Top 14% higher than 86% 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
Habush Habush & Rottier, S.C. 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. Habush Habush & Rottier, S.C. 401(k) Savings Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Habush Habush & Rottier, S.C. 401(k) Savings Plan end-of-year assets rose from $52M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Habush Habush & Rottier, S.C. 401(k) Savings Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Habush Habush & Rottier, S.C. 401(k) Savings Plan reported participants rose from 129 in the plan year 2023 filing to 131 in the plan year 2024 filing.
DOL schedule card
Filing strip 391272599 · Habush Habush & Rottier, S.C. PY 2024 · 401(k)
Habush Habush & Rottier, S.C. 401(k) Savings Plan · $59M · 131 · 86th
- BOOK $59M
- VS-ST 131
- BOY 86th
- SCH 401(k)
- EBSA near 401(k) Retirement Plan for Employees of Mather
- PART ind #17494
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 →
Habush Habush & Rottier, S.C. 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $7M |
| Employer EIN | 391272599 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Habush Habush & Rottier, S.C.)
Sponsor-wide plan assets over time
All Habush Habush & Rottier, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 28.099136174880556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $46M |
| 2023 | 1 | 129 | $52M |
| 2024 | 1 | 131 | $59M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Habush Habush & Rottier, S.C. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is 401(k) Retirement Plan for Employees of Mather in IL ($59M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- T/J Inspection, Inc. 401(k) Plan (OK) 131 · 0 off
- Ballard Employees' 401(k) Retirement Plan (VA) 131 · 0 off
- Jln Enterprises, LP 401(k) Plan (CA) 131 · 0 off
- Rancho Research Institute 401(k) Retirement Plan (CA) 131 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.