401(k) · DOL Form 5500 · 2024

H.J. Martin & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
244
Participants Below avg headcount
75th
Percentile by assets National rank
$108,638
Avg per participant Below avg balance/head
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Official DOL plan name: H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan · Sponsored by H.J. Martin & Son, Inc. · Wisconsin · Retail Trade

$27M in assets, 244 participants

H.J. Martin & Son, Inc.'s H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan reported $27M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,827 in Retail Trade (8,048 peers)

Coverage in Wisconsin

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan covers 244 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#6,827
in Retail Trade (8,048 peers)
+10.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan's outsized position by total assets

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan vs every filed plan by assets

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

$26,507,733 Top 25% higher than 75% 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

H. J. Martin & Son, Inc. Profit Sharing and Retirement 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. H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan reported participants rose from 235 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390967098 · H.J. Martin & Son, Inc. PY 2024 · 401(k)

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan · $27M · 244 · 75th

  • EBSA $27M
  • EBSA 244
  • EBSA 75th
  • EBSA 401(k)
  • EBSA near Radiology Medical Group, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #6827

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 →

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan in the asset neighbourhood

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings PlanH. J. Martin & Son, Inc. Pro…$27MRadiology Medical Group, Inc. 401(k) Profit Sharing PlanRadiology Medical Group, Inc…$27MSri International 401(k) Plan$27MPhillips Industries Retirement PlanPhillips Industries Retireme…$27MMica Profit Sharing/401(k) PlanMica Profit Sharing/401(k) P…$27M
End-of-year total assets ($M) among H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN390967098
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.J. Martin & Son, Inc.)

Sponsor-wide plan assets over time

All H.J. Martin & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 34.1818424241418% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.8M $26.5M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 231 $20M
2023 1 235 $24M
2024 1 244 $27M

Nearby 401(k) Plans in Wisconsin

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

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 0.026507733 · Participants: 244H. J. Martin & Son, Inc. Profit Sharing and Retirement 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
H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan side-by-side with 3 peers →

H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Radiology Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($27M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (244 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 H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan assets move in 2024? ▼
H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan grew at a solid clip - up 10.4% during 2024, from $24M to $27M. Reported net income was $2M.
How have H.J. Martin & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.J. Martin & Son, Inc.'s sponsor-wide assets grew 34.2%, from $20M to $27M.
Where does H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan rank by assets among Form 5500 filers? ▼
H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan ranks in the 75th 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 H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiology Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($27M, 14 participants).
Which 401(k) plans cover a similar participant headcount to H. J. Martin & Son, Inc. Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (244 participants, $165K 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 390967098.

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.