401(k) · DOL Form 5500 · 2024
Bills Distributing, Ltd. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $75,301
- Avg per participant Below avg balance/head
Official DOL plan name: Bill's Distributing, Ltd. 401(k) Profit Sharing Plan · Sponsored by Bills Distributing, Ltd. · Wisconsin · Wholesale Trade
$15M in assets, 198 participants
Bills Distributing, Ltd.'s Bill's Distributing, Ltd. 401(k) Profit Sharing Plan reported $15M in total assets and 198 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.
- #3,479 in Wholesale Trade (6,080 peers)
Coverage in Wisconsin
Bill's Distributing, Ltd. 401(k) Profit Sharing Plan covers 198 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.
- #3,479
- in Wholesale Trade (6,080 peers)
- +12.8%
- assets growth YoY
Bill's Distributing, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Bill's Distributing, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,909,517 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bill's Distributing, Ltd. 401(k) Profit Sharing 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. Bill's Distributing, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bill's Distributing, Ltd. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Bill's Distributing, Ltd. 401(k) Profit Sharing Plan reported participants rose from 153 in the plan year 2023 filing to 198 in the plan year 2024 filing.
- Bill's Distributing, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391375927 · Bills Distributing, Ltd. PY 2024 · 401(k)
Bill's Distributing, Ltd. 401(k) Profit Sharing Plan · $15M · 198 · 64th
- PART $15M
- PART 198
- PART 64th
- PART 401(k)
- PART near Dhg Inc. 401(k) Plan
- PART ind #3479
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 →
Bill's Distributing, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 391375927 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bills Distributing, Ltd.)
Sponsor-wide plan assets over time
All Bills Distributing, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 40.487394923143086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $11M |
| 2023 | 1 | 153 | $13M |
| 2024 | 1 | 198 | $15M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Bill's Distributing, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Dhg Inc. 401(k) Plan in OH ($15M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Dhg Inc. 401(k) Plan (OH) $15M · 133
- Mid-Ohio Foodbank Supplemental Retirement Plan (OH) $15M · 165
- Effectual 401(k) Plan (NJ) $15M · 209
- Dcc/Kcc 401(k) Plan (IL) $15M · 549
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Alltrails 401(k) Plan (CA) 198 · 0 off
- Balke Brown Transwestern Inc. 401(k) Plan (MO) 198 · 0 off
- Rockland Federal Credit Union 401(k) Profit Sharing Plan (MA) 198 · 0 off
- 401(k) Plan of Digitalbridge Group Advisors, LLC (FL) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.