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
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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

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

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.

See the national 2023→2024 release diff →

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

Apax Partners US, LLC 401(k) Retirement PlanApax Partners US, LLC 401(k)…$59MGordon Feinblatt 401(k) Plan$59MHabush Habush & Rottier, S.C. 401(k) Savings PlanHabush Habush & Rottier, S.C…$59M401(k) Retirement Plan for Employees of Mather401(k) Retirement Plan for E…$59MLindabury, Mccormick & Estabrook 401(k) Profit Sharing PlanLindabury, Mccormick & Estab…$59M
End-of-year total assets ($M) among Habush Habush & Rottier, S.C. 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)$52M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN391272599
Plan Effective Date1986-01-01
Filing StatusFILING 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
$40M$45M$50M$55M$60M 202220232024 $45.7M $58.5M ▲ +28.1%
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.

Habush Habush & Rottier, S.C. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Habush Habush & Rottier, S.C. 401(k) Savings Plan, Total assets ($B): 0.058514749 · Participants: 131Habush Habush & Rottier, S.C. 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
Habush Habush & Rottier, S.C. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Habush Habush & Rottier, S.C. 401(k) Savings Plan assets move in 2024?
Habush Habush & Rottier, S.C. 401(k) Savings Plan grew at a solid clip - up 12.6% during 2024, from $52M to $59M. Reported net income was $7M.
How have Habush Habush & Rottier, S.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Habush Habush & Rottier, S.C.'s sponsor-wide assets grew 28.1%, from $46M to $59M.
Where does Habush Habush & Rottier, S.C. 401(k) Savings Plan rank by assets among Form 5500 filers?
Habush Habush & Rottier, S.C. 401(k) Savings Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Habush Habush & Rottier, S.C. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is 401(k) Retirement Plan for Employees of Mather in IL ($59M, 500 participants).
Which 401(k) plans cover a similar participant headcount to Habush Habush & Rottier, S.C. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M in assets).