Profit Sharing · DOL Form 5500 · 2024

Sheboygan Senior Community Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
166
Participants Small participant base
35th
Percentile by assets National rank
$19,054
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheboygan Senior Community Retirement Savings Plan · Sponsored by Sheboygan Senior Community · Wisconsin · Healthcare & Social Assistance

$3M in assets, 166 participants

Sheboygan Senior Community's Sheboygan Senior Community Retirement Savings Plan reported $3M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #5,962 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Sheboygan Senior Community Retirement Savings Plan covers 166 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#5,962
in Healthcare & Social Assistance (16,916 peers)
+20.9%
assets growth YoY

Sheboygan Senior Community Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sheboygan Senior Community Retirement Savings Plan vs every filed plan by assets

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

$3,162,971 35th percentile higher than 35% 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

Sheboygan Senior Community Retirement Savings 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. Sheboygan Senior Community Retirement Savings Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Sheboygan Senior Community Retirement Savings Plan reported net income rose from -$370K in the plan year 2022 filing to $547K in the plan year 2024 filing.
  • Sheboygan Senior Community Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2024 filing.
  • Sheboygan Senior Community Retirement Savings Plan reported participants rose from 112 in the plan year 2022 filing to 166 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 396069188 · Sheboygan Senior Community PY 2024 · Profit Sharing

Sheboygan Senior Community Retirement Savings Plan · $3M · 166 · 35th

  • 5500 $3M
  • 5500 166
  • 5500 35th
  • 5500 Profit Sharing
  • 5500 near Lou Grasso Associates P/S Plan
  • 5500 ind #5962

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 →

Sheboygan Senior Community Retirement Savings Plan in the asset neighbourhood

Sustained Care Services, Inc. Retirement PlanSustained Care Services, Inc…$3MSheboygan Senior Community Retirement Savings PlanSheboygan Senior Community R…$3MLou Grasso Associates P/S PlanLou Grasso Associates P/S Pl…$3MCornelia Nixon Davis, Inc. Retirement PlanCornelia Nixon Davis, Inc. R…$3MBarbara Rosen Keogh Plan Profit Sharing PlanBarbara Rosen Keogh Plan Pro…$3M
End-of-year total assets ($M) among Sheboygan Senior Community Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$547K
Employer EIN396069188
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheboygan Senior Community)

Sponsor-wide plan assets over time

All Sheboygan Senior Community plans reported in each filing year

Latest sponsor-wide plan assets
$3M 53.68223683315485% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 20222024 $2.06M $3.16M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 112 $2M
2024 1 166 $3M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sheboygan Senior Community Retirement Savings Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Sheboygan Senior Community Retirement Savings Plan, Total assets ($B): 0.003162971 · Participants: 166Sheboygan Senior Community Retirement Savings PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Sheboygan Senior Community Retirement Savings Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Sheboygan Senior Community Retirement Savings Plan side-by-side with 3 peers →

Sheboygan Senior Community Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Lou Grasso Associates P/S Plan in NY ($3M); by covered participants it is Apple Ford White Bear Lake 401(k) Plan in MN (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Sheboygan Senior Community Retirement Savings Plan assets move in 2024? ▼
Sheboygan Senior Community Retirement Savings Plan grew sharply - up 20.9% during 2024, from $3M to $3M. Reported net income was $547K.
How have Sheboygan Senior Community plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Sheboygan Senior Community's sponsor-wide assets grew 53.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Sheboygan Senior Community Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lou Grasso Associates P/S Plan in NY ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Sheboygan Senior Community Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Apple Ford White Bear Lake 401(k) Plan in MN (166 participants, $2M 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 396069188.

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.