401(k) · DOL Form 5500 · 2024

Englewood Marketing Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
187
Participants Below avg headcount
61st
Percentile by assets National rank
$66,720
Avg per participant Below avg balance/head
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Official DOL plan name: Englewood Marketing Group 401(k) Plan · Sponsored by Englewood Marketing Group, Inc. · Wisconsin · Wholesale Trade

$12M in assets, 187 participants

Englewood Marketing Group, Inc.'s Englewood Marketing Group 401(k) Plan reported $12M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,207 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Englewood Marketing Group 401(k) Plan covers 187 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#3,207
in Wholesale Trade (6,080 peers)
-3.8%
assets change YoY

The plan reported a net loss of $499K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Englewood Marketing Group 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Englewood Marketing Group 401(k) Plan vs every filed plan by assets

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

$12,476,564 Top 39% higher than 61% 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

Englewood Marketing Group 401(k) 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. Englewood Marketing Group 401(k) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Englewood Marketing Group 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$499K in the plan year 2024 filing.
  • Englewood Marketing Group 401(k) Plan reported participants rose from 164 in the plan year 2023 filing to 187 in the plan year 2024 filing.
  • Englewood Marketing Group 401(k) Plan end-of-year assets fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391846432 · Englewood Marketing Group, Inc. PY 2024 · 401(k)

Englewood Marketing Group 401(k) Plan · $12M · 187 · 61st

  • BOOK $12M
  • BOOK 187
  • BOOK 61st
  • BOOK 401(k)
  • BOOK near Food Circus Super Markets, Inc. 401(k) Plan
  • BOOK ind #3207

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 →

Englewood Marketing Group 401(k) Plan in the asset neighbourhood

Englewood Marketing Group 401(k) PlanEnglewood Marketing Group 40…$12MFood Circus Super Markets, Inc. 401(k) PlanFood Circus Super Markets, I…$12MPossiblenow, Inc. 401(k) Plan$12MMladen Buntich Construction Co., Inc. 401(k) Retirement PlanMladen Buntich Construction …$12MSafeguard Operations 401(k) PlanSafeguard Operations 401(k) …$12M
End-of-year total assets ($M) among Englewood Marketing Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$499K
Employer EIN391846432
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Englewood Marketing Group, Inc.)

Sponsor-wide plan assets over time

All Englewood Marketing Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.848658027176624% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11M $12.5M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 196 $11M
2023 1 164 $13M
2024 1 187 $12M

Nearby 401(k) Plans in Wisconsin

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

Englewood Marketing Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Englewood Marketing Group 401(k) Plan, Total assets ($B): 0.012476564 · Participants: 187Englewood Marketing Group 401(k) 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
Englewood Marketing Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Englewood Marketing Group 401(k) Plan side-by-side with 3 peers →

Englewood Marketing Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Food Circus Super Markets, Inc. 401(k) Plan in NJ ($12M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Englewood Marketing Group 401(k) Plan assets move in 2024? ▼
Englewood Marketing Group 401(k) Plan edged down modestly - down 3.8% during 2024, from $13M to $12M. Reported net income was -$499K.
How have Englewood Marketing Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Englewood Marketing Group, Inc.'s sponsor-wide assets grew 13.8%, from $11M to $12M.
Which 401(k) plans are similar in size to Englewood Marketing Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Food Circus Super Markets, Inc. 401(k) Plan in NJ ($12M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Englewood Marketing Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (187 participants, $10M 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 391846432.

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.