401(k) · DOL Form 5500 · 2024

Palermo Villa, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
1,065
Participants Near avg headcount
81st
Percentile by assets National rank
$36,563
Avg per participant Low balance/head
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Official DOL plan name: Palermo Villa, Inc. 401(k) Plan · Sponsored by Palermo Villa, Inc. · Wisconsin · Manufacturing

$39M in assets, 1,065 participants

Palermo Villa, Inc.'s Palermo Villa, Inc. 401(k) Plan reported $39M in total assets and 1,065 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,064 in Manufacturing (17,777 peers)

Where Palermo Villa, Inc. 401(k) Plan sits by assets

Palermo Villa, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 1,065 participants (~$36,563/participant), up 28.3% in 2024.

#13,064
in Manufacturing (17,777 peers)
+28.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Palermo Villa, Inc. 401(k) Plan's outsized position by total assets

Palermo Villa, Inc. 401(k) Plan vs every filed plan by assets

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

$38,939,753 Top 19% higher than 81% 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

Palermo Villa, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palermo Villa, Inc. 401(k) Plan lands in the large band (1,065 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palermo Villa, Inc. 401(k) Plan reported participants rose from 827 in the plan year 2023 filing to 1,065 in the plan year 2024 filing.
  • Palermo Villa, Inc. 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Palermo Villa, Inc. 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391035704 · Palermo Villa, Inc. PY 2024 · 401(k)

Palermo Villa, Inc. 401(k) Plan · $39M · 1,065 · 81st

  • PCT $39M
  • PCT 1,065
  • PCT 81st
  • PCT 401(k)
  • PCT near Hobson & Motzer, Inc. 401(k) Plan
  • PCT ind #13064

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 Manufacturing retirement plans → · Plans in Wisconsin →

Palermo Villa, Inc. 401(k) Plan in the asset neighbourhood

Expel, Inc. 401(k) Plan$39MPalermo Villa, Inc. 401(k) PlanPalermo Villa, Inc. 401(k) P…$39MHobson & Motzer, Inc. 401(k) PlanHobson & Motzer, Inc. 401(k)…$39MThe Tatitlek Corporation 401(k) PlanThe Tatitlek Corporation 401…$39MCranial Technologies, Inc. 401(k) PlanCranial Technologies, Inc. 4…$39M
End-of-year total assets ($M) among Palermo Villa, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$39M
Net Income$9M
Employer EIN391035704
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palermo Villa, Inc.)

Sponsor-wide plan assets over time

All Palermo Villa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 68.55845805865395% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $23.1M $38.9M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 763 $23M
2023 1 827 $30M
2024 1 1,065 $39M

Nearby 401(k) Plans in Wisconsin

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

Palermo Villa, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Palermo Villa, Inc. 401(k) Plan, Total assets ($B): 0.038939753 · Participants: 1065Palermo Villa, 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
Palermo Villa, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Palermo Villa, Inc. 401(k) Plan side-by-side with 3 peers →

Palermo Villa, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hobson & Motzer, Inc. 401(k) Plan in CT ($39M); by covered participants it is Engagemed 401(k) Plan in AR (1,065 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,065 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 Palermo Villa, Inc. 401(k) Plan assets move in 2024? ▼
Palermo Villa, Inc. 401(k) Plan grew sharply - up 28.3% during 2024, from $30M to $39M. Reported net income was $9M.
How have Palermo Villa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palermo Villa, Inc.'s sponsor-wide assets grew 68.6%, from $23M to $39M.
Where does Palermo Villa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Palermo Villa, Inc. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Palermo Villa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hobson & Motzer, Inc. 401(k) Plan in CT ($39M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Palermo Villa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Engagemed 401(k) Plan in AR (1,065 participants, $49M 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 391035704.

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.