Money Purchase · DOL Form 5500 · 2023

Atc Management Inc Money Purchase Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
511
Participants Below avg headcount
89th
Percentile by assets National rank
$148,504
Avg per participant Above avg balance/head
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Official DOL plan name: Atc Individual Account Pension Plan · Sponsored by Atc Management Inc · Wisconsin · Utilities

$76M in assets, 511 participants

Atc Management Inc's Atc Individual Account Pension Plan reported $76M in total assets and 511 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #423 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Atc Individual Account Pension Plan ranks #423 of 721 2023 filers by assets (708% of the sector average)-$76M for 511 participants.

#423
in Utilities (721 peers)
+14.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Atc Individual Account Pension Plan's outsized position by total assets

Atc Individual Account Pension Plan vs every filed plan by assets

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

$75,885,328 Top 11% higher than 89% of 127,068 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 2023

Atc Individual Account Pension 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 Individual Account Pension Plan sits mid-pack in the medium band (511 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atc Individual Account Pension Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Atc Individual Account Pension Plan end-of-year assets rose from $66M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Atc Individual Account Pension Plan reported participants fell from 518 in the plan year 2022 filing to 511 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391999363 · Atc Management Inc PY 2023 · Money Purchase

Atc Individual Account Pension Plan · $76M · 511 · 89th

  • EOY $76M
  • EOY 511
  • EOY 89th
  • EOY Money Purchase
  • EOY near Oup USA Defined Contribution Retirement Plan
  • EOY ind #423

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 →

Atc Individual Account Pension Plan in the asset neighbourhood

Electricians Local Union No. 606 Pension-Annuity FundElectricians Local Union No.…$77MIngram Marine Group Retirement PlanIngram Marine Group Retireme…$77MKomatsu America Corp. Target Benefit/Defined Contribution PlanKomatsu America Corp. Target…$77MOup USA Defined Contribution Retirement PlanOup USA Defined Contribution…$76MAtc Individual Account Pension PlanAtc Individual Account Pensi…$76M
End-of-year total assets ($M) among Atc Individual Account Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$76M
Net Income$10M
Employer EIN391999363
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atc Management Inc)

Sponsor-wide plan assets over time

All Atc Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$290M 30.80000804415975% vs 2022
2024 filing year
$200M$250M$300M 202220232024 $222M $290M ▲ +30.8%
Year Plans Participants Total Assets
2022 2 1,045 $222M
2023 2 1,022 $256M
2024 2 1,074 $290M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Atc Individual Account Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Atc Individual Account Pension Plan, Total assets ($B): 0.075885328 · Participants: 511Atc Individual Account Pension PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase Fund
Atc Individual Account Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Atc Individual Account Pension Plan side-by-side with 3 peers →

Atc Individual Account Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Oup USA Defined Contribution Retirement Plan in NC ($76M); by covered participants it is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK (512 participants). Same-state nearby plans are listed separately above.

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 Individual Account Pension Plan assets move in 2023? ▼
Atc Individual Account Pension Plan grew at a solid clip - up 14.4% during 2023, from $66M to $76M. Reported net income was $10M.
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 Individual Account Pension Plan rank by assets among Form 5500 filers? ▼
Atc Individual Account Pension Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Atc Individual Account Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Oup USA Defined Contribution Retirement Plan in NC ($76M, 370 participants).
Which Money Purchase plans cover a similar participant headcount to Atc Individual Account Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK (512 participants, $42M 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.

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.