401(k) · DOL Form 5500 · 2024

Hupy and Abraham, S.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
147
Participants Small participant base
69th
Percentile by assets National rank
$124,852
Avg per participant Near avg balance/head
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Official DOL plan name: Hupy and Abraham, S.C. 401(k) Profit Sharing Plan · Sponsored by Hupy and Abraham, S.C. · Wisconsin · Professional & Technical Services

$18M in assets, 147 participants

Hupy and Abraham, S.C.'s Hupy and Abraham, S.C. 401(k) Profit Sharing Plan reported $18M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,675 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan covers 147 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.

#13,675
in Professional & Technical Services (20,173 peers)
+15.1%
assets growth YoY

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,353,231 Top 31% higher than 69% 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

Hupy and Abraham, S.C. 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. Hupy and Abraham, S.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hupy and Abraham, S.C. 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.
  • Hupy and Abraham, S.C. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Hupy and Abraham, S.C. 401(k) Profit Sharing Plan reported participants rose from 145 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391211548 · Hupy and Abraham, S.C. PY 2024 · 401(k)

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan · $18M · 147 · 69th

  • SCH $18M
  • EBSA 147
  • PART 69th
  • TYPE 401(k)
  • NET near Trabon Companies 401(k) Plan
  • BOOK ind #13675

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Blue Ridge 401(k) Plan$18MHupy and Abraham, S.C. 401(k) Profit Sharing PlanHupy and Abraham, S.C. 401(k…$18MTrabon Companies 401(k) Plan$18MInnovative Employee Solutions, Inc. 401(k) PlanInnovative Employee Solution…$18MInvision Human Services Retirement PlanInvision Human Services Reti…$18M
End-of-year total assets ($M) among Hupy and Abraham, S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN391211548
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hupy and Abraham, S.C.)

Sponsor-wide plan assets over time

All Hupy and Abraham, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.017502539706854% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $18.4M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 144 $13M
2023 1 145 $16M
2024 1 147 $18M

Nearby 401(k) Plans in Wisconsin

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

Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Hupy and Abraham, S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.018353231 · Participants: 147Hupy and Abraham, S.C. 401(k) Profit Sharing 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
Hupy and Abraham, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Hupy and Abraham, S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hupy and Abraham, S.C. 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 Trabon Companies 401(k) Plan in MO ($18M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Hupy and Abraham, S.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Hupy and Abraham, S.C. 401(k) Profit Sharing Plan grew sharply - up 15.1% during 2024, from $16M to $18M. Reported net income was $2M.
How have Hupy and Abraham, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hupy and Abraham, S.C.'s sponsor-wide assets grew 40.0%, from $13M to $18M.
Which 401(k) plans are similar in size to Hupy and Abraham, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trabon Companies 401(k) Plan in MO ($18M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Hupy and Abraham, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 391211548.

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.