401(k) · DOL Form 5500 · 2023

Atc Management Inc 401(k) Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size: 511
Participants Below avg headcount: 94th
Percentile by assets National rank: $352,152
Avg per participant High balance/head

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Official DOL plan name: Atc 401(k) Plan · Sponsored by Atc Management Inc · Wisconsin · Utilities

$180M in assets, 511 participants

Atc Management Inc's Atc 401(k) Plan reported $180M in total assets and 511 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

#505 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Atc 401(k) Plan ranks #505 of 721 2023 filers by assets (298% of the sector average)-$180M for 511 participants.

#505
in Utilities (721 peers): +15.6%
assets growth YoY: 1.8×
vs typical plan assets (national mean)

Atc 401(k) Plan's outsized position by total assets

Atc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$179,949,884 Top 6% higher than 94% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Atc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atc 401(k) Plan sits mid-pack in the medium band (511 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Atc 401(k) Plan reported net income rose from -$38M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Atc 401(k) Plan end-of-year assets rose from $156M in the plan year 2022 filing to $180M in the plan year 2023 filing.
Atc 401(k) Plan reported participants fell from 527 in the plan year 2022 filing to 511 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391999363 · Atc Management Inc PY 2023 · 401(k)

Atc 401(k) Plan · $180M · 511 · 94th

PCT $180M
PCT 511
PCT 94th
PCT 401(k)
PCT near Allan Myers Salaried 401(k) Retirement Plan
PCT ind #505

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 Utilities retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Atc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)	$156M
Net Assets (End of Year)	$180M
Net Income	$24M
Employer EIN	391999363
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Atc Management Inc)

Latest sponsor-wide plan assets: $290M 30.80000804415975% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	1,045	$222M
2023	2	1,022	$256M
2024	2	1,074	$290M

Nearby 401(k) Plans in Wisconsin

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

Atc 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Atc 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Allan Myers Salaried 401(k) Retirement Plan in PA ($180M); by covered participants it is T.M. Cobb and Haley Brothers 401(k) Plan in CA (511 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($180M here).

Allan Myers Salaried 401(k) Retirement Plan (PA) $180M · 862
Bowman and Brooke LLP Retirement Savings Plan (MN) $180M · 368
Keating Muething & Klekamp 401(k) Profit Sharing Plan (OH) $180M · 236
Moore Capital Management, LP 401(k) Plan (NY) $180M · 448

Similar participant headcount

Nearest other-state filings by covered participants (511 participants); asset peers above are excluded.

T.M. Cobb and Haley Brothers 401(k) Plan (CA) 511 · 0 off
Terminix, Et Al. 401(k) Profit Sharing Plan (NC) 511 · 0 off
Sloan Implement Company, Inc. 401(k) Plan (IL) 511 · 0 off
Tsg Enterprises 401(k) Plan (MA) 511 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Atc 401(k) Plan assets move in 2023? ▼

Atc 401(k) Plan grew sharply - up 15.6% during 2023, from $156M to $180M. Reported net income was $24M.

How have Atc Management Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Atc Management Inc's sponsor-wide assets grew 30.8%, from $222M to $290M.

Where does Atc 401(k) Plan rank by assets among Form 5500 filers? ▼

Atc 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Atc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Allan Myers Salaried 401(k) Retirement Plan in PA ($180M, 862 participants).

Which 401(k) plans cover a similar participant headcount to Atc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is T.M. Cobb and Haley Brothers 401(k) Plan in CA (511 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391999363.