401(k) · DOL Form 5500 · 2024

Encompass Early Education & Care, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
122
Participants Small participant base
39th
Percentile by assets National rank
$35,339
Avg per participant Low balance/head
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Official DOL plan name: Encompass Early Education & Care, Inc. Savings & Retirement Plan · Sponsored by Encompass Early Education & Care, Inc. · Wisconsin · Healthcare & Social Assistance

$4M in assets, 122 participants

Encompass Early Education & Care, Inc.'s Encompass Early Education & Care, Inc. Savings & Retirement Plan reported $4M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,045 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Encompass Early Education & Care, Inc. Savings & Retirement Plan covers 122 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#7,045
in Healthcare & Social Assistance (16,916 peers)
+14.6%
assets growth YoY

Encompass Early Education & Care, Inc. Savings & Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Encompass Early Education & Care, Inc. Savings & Retirement Plan vs every filed plan by assets

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

$4,311,348 39th percentile higher than 39% 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

Encompass Early Education & Care, Inc. Savings & Retirement 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. Encompass Early Education & Care, Inc. Savings & Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Encompass Early Education & Care, Inc. Savings & Retirement Plan reported net income fell from $713K in the plan year 2023 filing to $549K in the plan year 2024 filing.
  • Encompass Early Education & Care, Inc. Savings & Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390824004 · Encompass Early Education & Care, Inc. PY 2024 · 401(k)

Encompass Early Education & Care, Inc. Savings & Retirement Plan · $4M · 122 · 39th

  • IND $4M
  • EOY 122
  • 5500 39th
  • ASSETS 401(k)
  • PCT near Trident Management, Inc. 401(k) Profit Sharing Plan
  • EIN ind #7045

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Encompass Early Education & Care, Inc. Savings & Retirement Plan in the asset neighbourhood

Encompass Early Education & Care, Inc. Savings & Retirement PlanEncompass Early Education & …$4MTrident Management, Inc. 401(k) Profit Sharing PlanTrident Management, Inc. 401…$4M403(b) Thrift Plan for Employees of Open Hand Atlanta, Inc.403(b) Thrift Plan for Emplo…$4MOld Mountain Private Family Trust, Inc. 401(k) PlanOld Mountain Private Family …$4MSia Engineering (USA) Inc. 401(k) PlanSia Engineering (USA) Inc. 4…$4M
End-of-year total assets ($M) among Encompass Early Education & Care, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$549K
Employer EIN390824004
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Encompass Early Education & Care, Inc.)

Sponsor-wide plan assets over time

All Encompass Early Education & Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.36067768957064% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.05M $4.31M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 119 $3M
2023 1 121 $4M
2024 1 122 $4M

Nearby 401(k) Plans in Wisconsin

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

Encompass Early Education & Care, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Encompass Early Education & Care, Inc. Savings & Retirement Plan, Total assets ($B): 0.004311348 · Participants: 122Encompass Early Education & Care, Inc. Savings & Retirement 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
Encompass Early Education & Care, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Encompass Early Education & Care, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Encompass Early Education & Care, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Trident Management, Inc. 401(k) Profit Sharing Plan in NC ($4M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Encompass Early Education & Care, Inc. Savings & Retirement Plan assets move in 2024? ▼
Encompass Early Education & Care, Inc. Savings & Retirement Plan grew at a solid clip - up 14.6% during 2024, from $4M to $4M. Reported net income was $549K.
How have Encompass Early Education & Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Encompass Early Education & Care, Inc.'s sponsor-wide assets grew 41.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Encompass Early Education & Care, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trident Management, Inc. 401(k) Profit Sharing Plan in NC ($4M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Encompass Early Education & Care, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M 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 390824004.

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.