401(k) · DOL Form 5500 · 2024
3083 Nicolet Ltd 401(k) Plan
Data updated 2026-08-25
- $986K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $986,335
- Avg per participant High balance/head
Official DOL plan name: 3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust · Sponsored by 3083 Nicolet Ltd · Wisconsin · Professional & Technical Services
$986K in assets, 1 participants
3083 Nicolet Ltd's 3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust reported $986K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,641 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust holds $986K for 1 participant - about $986,335 per participant, among the smaller plans by assets on file.
- #3,641
- in Professional & Technical Services (20,173 peers)
- +4.7%
- assets growth YoY
3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$986,335 23rd percentile higher than 23% 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
3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust reported net income rose from $32K in the plan year 2023 filing to $44K in the plan year 2024 filing.
- 3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $942K in the plan year 2023 filing to $986K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 843100409 · 3083 Nicolet Ltd PY 2024 · 401(k)
3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust · $986K · 1 · 23rd
- 5500 $986K
- ASSETS 1
- PCT 23rd
- EIN 401(k)
- RANK near Ems, LLC 401(k) Plan
- PHOTO ind #3641
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 →
3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $942K |
|---|---|
| Net Assets (End of Year) | $986K |
| Net Income | $44K |
| Employer EIN | 843100409 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (3083 Nicolet Ltd)
Sponsor-wide plan assets over time
All 3083 Nicolet Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $986K 8.41252673670419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $910K |
| 2023 | 1 | 1 | $942K |
| 2024 | 1 | 1 | $986K |
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
3083 Nicolet Ltd 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ems, LLC 401(k) Plan in NJ ($986K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($986K here).
- Ems, LLC 401(k) Plan (NJ) $986K · 87
- Edward Pitard Md Metairie of 401(k) Profit Sharing Plan & Trust (LA) $986K · 2
- Rlb Cpas, Inc. Profit Sharing and 401(k) Plan (OH) $986K · 9
- Anmark Retirement Plan (CO) $986K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.