401(k) · DOL Form 5500 · 2024
Von Briesen & Roper, S.C. 401(k) Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 299
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $572,739
- Avg per participant High balance/head
Official DOL plan name: Von Briesen & Roper S.C. 401(k) Profit Sharing Plan · Sponsored by Von Briesen & Roper, S.C. · Wisconsin · Professional & Technical Services
$171M in assets, 299 participants
Von Briesen & Roper, S.C.'s Von Briesen & Roper S.C. 401(k) Profit Sharing Plan reported $171M in total assets and 299 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,101 in Professional & Technical Services (20,173 peers)
Where Von Briesen & Roper S.C. 401(k) Profit Sharing Plan sits by assets
Von Briesen & Roper S.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $171M for 299 participants (~$572,739/participant), up 14.7% in 2024.
- #19,101
- in Professional & Technical Services (20,173 peers)
- +14.7%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Von Briesen & Roper S.C. 401(k) Profit Sharing Plan's outsized position by total assets
Von Briesen & Roper S.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$171,249,075 Top 6% higher than 94% 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
Von Briesen & Roper 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. Von Briesen & Roper S.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Von Briesen & Roper S.C. 401(k) Profit Sharing Plan reported net income rose from $15M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Von Briesen & Roper S.C. 401(k) Profit Sharing Plan end-of-year assets rose from $149M in the plan year 2023 filing to $171M in the plan year 2024 filing.
- Von Briesen & Roper S.C. 401(k) Profit Sharing Plan reported participants fell from 316 in the plan year 2023 filing to 299 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391576289 · Von Briesen & Roper, S.C. PY 2024 · 401(k)
Von Briesen & Roper S.C. 401(k) Profit Sharing Plan · $171M · 299 · 94th
- IND $171M
- EOY 299
- 5500 94th
- ASSETS 401(k)
- PCT near Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan
- EIN ind #19101
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 →
Von Briesen & Roper S.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $22M |
| Employer EIN | 391576289 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Von Briesen & Roper, S.C.)
Sponsor-wide plan assets over time
All Von Briesen & Roper, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 27.4290745101133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 351 | $134M |
| 2023 | 1 | 316 | $149M |
| 2024 | 1 | 299 | $171M |
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
Von Briesen & Roper 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 Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan in HI ($171M); by covered participants it is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan (HI) $171M · 7,137
- Bracco Diagnostics Savings & Investment Program (NJ) $171M · 330
- Rehrig Pacific Company Retirement Plan (CA) $171M · 1,568
- Festo Corporation 401(k) Plan (NY) $171M · 919
Similar participant headcount
Nearest other-state filings by covered participants (299 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.