401(k) · DOL Form 5500 · 2023

Cost of Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
163
Participants Small participant base
65th
Percentile by assets National rank
$81,497
Avg per participant Below avg balance/head
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Official DOL plan name: Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan · Sponsored by Cost of Wisconsin, Inc. · Wisconsin · Construction

$13M in assets, 163 participants

Cost of Wisconsin, Inc.'s Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,708 in Construction (9,030 peers)

Coverage in Wisconsin

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan covers 163 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#5,708
in Construction (9,030 peers)
+30.5%
assets growth YoY

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,283,950 Top 35% higher than 65% of 127,068 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 2023

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan reported net income rose from $207K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan reported participants rose from 142 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391089478 · Cost of Wisconsin, Inc. PY 2023 · 401(k)

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan · $13M · 163 · 65th

  • RANK $13M
  • PHOTO 163
  • IND 65th
  • EOY 401(k)
  • 5500 near Zito Media Retirement Savings Plan
  • ASSETS ind #5708

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 Construction retirement plans → · Plans in Wisconsin →

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cost of Wisconsin, Inc. 401(k) Profit Sharing PlanCost of Wisconsin, Inc. 401(…$13MZito Media Retirement Savings PlanZito Media Retirement Saving…$13MMartin Clearwater and Bell LLP Associate 401(k) PlanMartin Clearwater and Bell L…$13MAugusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing PlanAugusta Orthopedic & Sports …$13MCanisius High School 401(k) Retirement PlanCanisius High School 401(k) …$13M
End-of-year total assets ($M) among Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN391089478
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cost of Wisconsin, Inc.)

Sponsor-wide plan assets over time

All Cost of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.85943314346962% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $13.7M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 142 $10M
2023 1 163 $13M
2024 1 208 $14M

Nearby 401(k) Plans in Wisconsin

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

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.01328395 · Participants: 163Cost of Wisconsin, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Zito Media Retirement Savings Plan in PA ($13M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan surged - up 30.5% during 2023, from $10M to $13M. Reported net income was $3M.
How have Cost of Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cost of Wisconsin, Inc.'s sponsor-wide assets grew 34.9%, from $10M to $14M.
Which 401(k) plans are similar in size to Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zito Media Retirement Savings Plan in PA ($13M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391089478.

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.