401(k) · DOL Form 5500 · 2024

Bartolotta Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
413
Participants Below avg headcount
34th
Percentile by assets National rank
$7,284
Avg per participant Low balance/head
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Official DOL plan name: Bartolotta Management Group 401(k) Plan · Sponsored by Bartolotta Management Group, Inc. · Wisconsin · Food Services & Accommodation

$3M in assets, 413 participants

Bartolotta Management Group, Inc.'s Bartolotta Management Group 401(k) Plan reported $3M in total assets and 413 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,555 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Bartolotta Management Group 401(k) Plan ranks #2,555 of 3,672 2024 filers by assets (650% of the sector average)-$3M for 413 participants.

#2,555
in Food Services & Accommodation (3,672 peers)
+12.5%
assets growth YoY

Bartolotta Management Group 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Bartolotta Management Group 401(k) Plan vs every filed plan by assets

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

$3,008,223 34th percentile higher than 34% 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

Bartolotta Management Group 401(k) 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. Bartolotta Management Group 401(k) Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bartolotta Management Group 401(k) Plan reported net income rose from $232K in the plan year 2023 filing to $335K in the plan year 2024 filing.
  • Bartolotta Management Group 401(k) Plan reported participants fell from 500 in the plan year 2023 filing to 413 in the plan year 2024 filing.
  • Bartolotta Management Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364664228 · Bartolotta Management Group, Inc. PY 2024 · 401(k)

Bartolotta Management Group 401(k) Plan · $3M · 413 · 34th

  • SCH $3M
  • SCH 413
  • SCH 34th
  • SCH 401(k)
  • SCH near Lycoming Community Care Inc. 401(k) Plan
  • SCH ind #2555

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Bartolotta Management Group 401(k) Plan in the asset neighbourhood

Bartolotta Management Group 401(k) PlanBartolotta Management Group …$3MLycoming Community Care Inc. 401(k) PlanLycoming Community Care Inc.…$3MCompass Strategy Solutions 401(k) PlanCompass Strategy Solutions 4…$3MPete Fowler Construction Services, Inc. 401(k) PlanPete Fowler Construction Ser…$3MBrethren Care Village Retirement PlanBrethren Care Village Retire…$3M
End-of-year total assets ($M) among Bartolotta Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$335K
Employer EIN364664228
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartolotta Management Group, Inc.)

Sponsor-wide plan assets over time

All Bartolotta Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.205673921528554% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.44M $3.01M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 341 $2M
2023 1 500 $3M
2024 1 413 $3M

Nearby 401(k) Plans in Wisconsin

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

Bartolotta Management Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bartolotta Management Group 401(k) Plan, Total assets ($B): 0.003008223 · Participants: 413Bartolotta Management Group 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
Bartolotta Management Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bartolotta Management Group 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Lycoming Community Care Inc. 401(k) Plan in PA ($3M); by covered participants it is Sigma Computing Inc 401(k) Plan in CA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Bartolotta Management Group 401(k) Plan assets move in 2024? ▼
Bartolotta Management Group 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $3M to $3M. Reported net income was $335K.
How have Bartolotta Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartolotta Management Group, Inc.'s sponsor-wide assets grew 23.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Bartolotta Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lycoming Community Care Inc. 401(k) Plan in PA ($3M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Bartolotta Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sigma Computing Inc 401(k) Plan in CA (413 participants, $25M 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 364664228.

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.