401(k) · DOL Form 5500 · 2024

Engelhart, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
38
Participants Small participant base
27th
Percentile by assets National rank
$42,555
Avg per participant Low balance/head
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Official DOL plan name: Engelhart, Inc. Profit Sharing Plan · Sponsored by Engelhart, Inc. · Wisconsin · Retail Trade

$2M in assets, 38 participants

Engelhart, Inc.'s Engelhart, Inc. Profit Sharing Plan reported $2M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,222 in Retail Trade (8,048 peers)

Engelhart, Inc. multi-year trail

Engelhart, Inc.'s plans moved -11.5% in assets from 2022 to 2024; this filing shows Engelhart, Inc. Profit Sharing Plan at $2M / 38 participants.

#3,222
in Retail Trade (8,048 peers)
-22.9%
assets change YoY

The plan reported a net loss of $482K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Engelhart, Inc. Profit Sharing Plan among the smaller filed plans by assets

Engelhart, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,617,082 27th percentile higher than 27% 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

Engelhart, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Engelhart, Inc. Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Engelhart, Inc. Profit Sharing Plan reported net income fell from $272K in the plan year 2023 filing to -$482K in the plan year 2024 filing.
  • Engelhart, Inc. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Engelhart, Inc. Profit Sharing Plan reported participants rose from 37 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391173475 · Engelhart, Inc. PY 2024 · 401(k)

Engelhart, Inc. Profit Sharing Plan · $2M · 38 · 27th

  • EIN $2M
  • EIN 38
  • EIN 27th
  • EIN 401(k)
  • EIN near Culp Construction Company 401(k) Profit Sharing Plan
  • EIN ind #3222

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 Retail Trade retirement plans → · Plans in Wisconsin →

Engelhart, Inc. Profit Sharing Plan in the asset neighbourhood

Engelhart, Inc. Profit Sharing PlanEngelhart, Inc. Profit Shari…$2MCulp Construction Company 401(k) Profit Sharing PlanCulp Construction Company 40…$2MGibsons Restaurant Group 401(k) PlanGibsons Restaurant Group 401…$2MValu Merchandisers Company Restated 41(K) PlanValu Merchandisers Company R…$2MJomar Bulk Carriers, Inc. 401(k) PlanJomar Bulk Carriers, Inc. 40…$2M
End-of-year total assets ($M) among Engelhart, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Engelhart, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Engelhart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.454821525079137% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.83M $1.62M ▼ -11.5%
Year Plans Participants Total Assets
2022 1 40 $2M
2023 1 37 $2M
2024 1 38 $2M

Engelhart, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$482K
Employer EIN391173475
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Engelhart, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Engelhart, Inc. Profit Sharing Plan, Total assets ($B): 0.001617082 · Participants: 38Engelhart, Inc. Profit Sharing 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
Engelhart, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Engelhart, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Culp Construction Company 401(k) Profit Sharing Plan in UT ($2M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Engelhart, Inc. Profit Sharing Plan assets move in 2024? ▼
Engelhart, Inc. Profit Sharing Plan declined sharply - down 22.9% during 2024, from $2M to $2M. Reported net income was -$482K.
How have Engelhart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engelhart, Inc.'s sponsor-wide assets declined 11.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Engelhart, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Culp Construction Company 401(k) Profit Sharing Plan in UT ($2M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Engelhart, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 391173475.

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.