401(k) · DOL Form 5500 · 2024

Certco, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 240
Participants Below avg headcount: 55th
Percentile by assets National rank: $39,282
Avg per participant Low balance/head

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Official DOL plan name: Certco, Inc. Union Savings Plan · Sponsored by Certco, Inc. · Wisconsin · Wholesale Trade

$9M in assets, 240 participants

Certco, Inc.'s Certco, Inc. Union Savings Plan reported $9M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

#2,768 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Certco, Inc. Union Savings Plan covers 240 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#2,768
in Wholesale Trade (6,080 peers): +23.7%
assets growth YoY

Certco, Inc. Union Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Certco, Inc. Union Savings Plan vs every filed plan by assets

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

$9,427,672 Top 45% higher than 55% 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

Certco, Inc. Union 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. Certco, Inc. Union Savings Plan sits mid-pack in the medium band (240 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Certco, Inc. Union Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Certco, Inc. Union Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390203490 · Certco, Inc. PY 2024 · 401(k)

Certco, Inc. Union Savings Plan · $9M · 240 · 55th

5500 $9M
5500 240
5500 55th
5500 401(k)
5500 near Fabian Oil Employee Stock Ownership 401(k) Plan
5500 ind #2768

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Certco, Inc. Union Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	390203490
Plan Effective Date	2018-05-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Certco, Inc.)

Latest sponsor-wide plan assets: $39M 32.3468290614199% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	434	$29M
2023	2	432	$35M
2024	2	457	$39M

Nearby 401(k) Plans in Wisconsin

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

Certco, Inc. Union Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare Certco, Inc. Union Savings Plan side-by-side with 3 peers →

Certco, Inc. Union Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fabian Oil Employee Stock Ownership 401(k) Plan in ME ($9M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Fabian Oil Employee Stock Ownership 401(k) Plan (ME) $9M · 147
Taco Time 401(k) Retirement Plan (WA) $9M · 602
Frank W. Cawood & Associates, Inc. 401(k) Retirement Plan (GA) $9M · 45
Magnix USA, Inc. 401(k) Plan & Trust (WA) $9M · 92

Similar participant headcount

Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.

Shangri-La 401(k) Plan (OR) 240 · 0 off
SEIU Local 200united 401(k) Plan (NY) 240 · 0 off
Envision Credit Union 401(k) Plan and Trust (FL) 240 · 0 off
City Beverages 401(k) Plan (FL) 240 · 0 off

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 Certco, Inc. Union Savings Plan assets move in 2024? ▼

Certco, Inc. Union Savings Plan grew sharply - up 23.7% during 2024, from $8M to $9M. Reported net income was $2M.

How have Certco, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Certco, Inc.'s sponsor-wide assets grew 32.3%, from $29M to $39M.

Which 401(k) plans are similar in size to Certco, Inc. Union Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fabian Oil Employee Stock Ownership 401(k) Plan in ME ($9M, 147 participants).

Which 401(k) plans cover a similar participant headcount to Certco, Inc. Union Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 participants, N/A 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 390203490.