401(k) · DOL Form 5500 · 2024

T.a. Solberg Co., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
556
Participants Below avg headcount
64th
Percentile by assets National rank
$26,651
Avg per participant Low balance/head
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Official DOL plan name: T.a. Solberg Co., Inc. 401(k) Plan · Sponsored by T.a. Solberg Co., Inc. · Wisconsin · Retail Trade

$15M in assets, 556 participants

T.a. Solberg Co., Inc.'s T.a. Solberg Co., Inc. 401(k) Plan reported $15M in total assets and 556 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,040 in Retail Trade (8,048 peers)

T.a. Solberg Co., Inc. multi-year trail

T.a. Solberg Co., Inc.'s plans moved +15.2% in assets from 2022 to 2024; this filing shows T.a. Solberg Co., Inc. 401(k) Plan at $15M / 556 participants.

#6,040
in Retail Trade (8,048 peers)
+4.0%
assets growth YoY

T.a. Solberg Co., Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

T.a. Solberg Co., Inc. 401(k) Plan vs every filed plan by assets

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

$14,817,988 Top 36% higher than 64% 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

T.a. Solberg Co., Inc. 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. T.a. Solberg Co., Inc. 401(k) Plan sits mid-pack in the medium band (556 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • T.a. Solberg Co., Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $572K in the plan year 2024 filing.
  • T.a. Solberg Co., Inc. 401(k) Plan reported participants fell from 582 in the plan year 2023 filing to 556 in the plan year 2024 filing.
  • T.a. Solberg Co., Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391210564 · T.a. Solberg Co., Inc. PY 2024 · 401(k)

T.a. Solberg Co., Inc. 401(k) Plan · $15M · 556 · 64th

  • PCT $15M
  • PCT 556
  • PCT 64th
  • PCT 401(k)
  • PCT near Windsor Fashions 401(k) Savings Plan
  • PCT ind #6040

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 →

T.a. Solberg Co., Inc. 401(k) Plan in the asset neighbourhood

T.a. Solberg Co., Inc. 401(k) PlanT.a. Solberg Co., Inc. 401(k…$15MWindsor Fashions 401(k) Savings PlanWindsor Fashions 401(k) Savi…$15MKmi 401(k) Savings Plan$15MBluestaq 401(k) & Profit Sharing PlanBluestaq 401(k) & Profit Sha…$15MSilverchair Science + Communications, LLC 401(k) PlanSilverchair Science + Commun…$15M
End-of-year total assets ($M) among T.a. Solberg Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

T.a. Solberg Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All T.a. Solberg Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.21179456238454% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.9M $14.8M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 611 $13M
2023 1 582 $14M
2024 1 556 $15M

T.a. Solberg Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$572K
Employer EIN391210564
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

T.a. Solberg Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants T.a. Solberg Co., Inc. 401(k) Plan, Total assets ($B): 0.014817988 · Participants: 556T.a. Solberg Co., Inc. 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
T.a. Solberg Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare T.a. Solberg Co., Inc. 401(k) Plan side-by-side with 3 peers →

T.a. Solberg Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Windsor Fashions 401(k) Savings Plan in CA ($15M); by covered participants it is Employee Benefit Plan of Factory Connection, LLC in AL (556 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (556 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 T.a. Solberg Co., Inc. 401(k) Plan assets move in 2024? ▼
T.a. Solberg Co., Inc. 401(k) Plan edged up modestly - up 4.0% during 2024, from $14M to $15M. Reported net income was $572K.
How have T.a. Solberg Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.a. Solberg Co., Inc.'s sponsor-wide assets grew 15.2%, from $13M to $15M.
Which 401(k) plans are similar in size to T.a. Solberg Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Windsor Fashions 401(k) Savings Plan in CA ($15M, 1,047 participants).
Which 401(k) plans cover a similar participant headcount to T.a. Solberg Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Factory Connection, LLC in AL (556 participants, $6M 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 391210564.

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.