401(k) · DOL Form 5500 · 2024

Hartung Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
179
Participants Small participant base
84th
Percentile by assets National rank
$266,401
Avg per participant High balance/head
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Official DOL plan name: Employees Retirement Readiness - 401(k) Savings Plan · Sponsored by Hartung Brothers, Inc. · Wisconsin · Agriculture, Forestry & Fishing

$48M in assets, 179 participants

Hartung Brothers, Inc.'s Employees Retirement Readiness - 401(k) Savings Plan reported $48M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #1,102 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Wisconsin

Employees Retirement Readiness - 401(k) Savings Plan covers 179 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $48M.

#1,102
in Agriculture, Forestry & Fishing (1,217 peers)
-0.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees Retirement Readiness - 401(k) Savings Plan's outsized position by total assets

Employees Retirement Readiness - 401(k) Savings Plan vs every filed plan by assets

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

$47,685,845 Top 16% higher than 84% 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

Employees Retirement Readiness - 401(k) 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. Employees Retirement Readiness - 401(k) Savings Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees Retirement Readiness - 401(k) Savings Plan reported net income fell from $6M in the plan year 2023 filing to -$49K in the plan year 2024 filing.
  • Employees Retirement Readiness - 401(k) Savings Plan reported participants rose from 170 in the plan year 2023 filing to 179 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391215159 · Hartung Brothers, Inc. PY 2024 · 401(k)

Employees Retirement Readiness - 401(k) Savings Plan · $48M · 179 · 84th

  • BOY $48M
  • SCH 179
  • EBSA 84th
  • PART 401(k)
  • TYPE near Hand2mind, Inc. 401(k) Plan
  • NET ind #1102

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Employees Retirement Readiness - 401(k) Savings Plan in the asset neighbourhood

Employees Retirement Readiness - 401(k) Savings PlanEmployees Retirement Readine…$48MHand2mind, Inc. 401(k) Plan$48MGreensky Trade Credit, LLC 401(k) PlanGreensky Trade Credit, LLC 4…$48MLeech Tishman Fuscaldo & Lampl, LLC 401(k) Profit Sharing PlanLeech Tishman Fuscaldo & Lam…$48MRed Chamber Group of Companies 401(k) PlanRed Chamber Group of Compani…$48M
End-of-year total assets ($M) among Employees Retirement Readiness - 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$48M
Net Income-$49K
Employer EIN391215159
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartung Brothers, Inc.)

Sponsor-wide plan assets over time

All Hartung Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 13.10260699676357% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $42.2M $47.7M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 184 $42M
2023 1 170 $48M
2024 1 179 $48M

Nearby 401(k) Plans in Wisconsin

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

Employees Retirement Readiness - 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Employees Retirement Readiness - 401(k) Savings Plan, Total assets ($B): 0.047685845 · Participants: 179Employees Retirement Readiness - 401(k) Savings 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
Employees Retirement Readiness - 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Employees Retirement Readiness - 401(k) Savings Plan side-by-side with 3 peers →

Employees Retirement Readiness - 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hand2mind, Inc. 401(k) Plan in IL ($48M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Employees Retirement Readiness - 401(k) Savings Plan assets move in 2024? ▼
Employees Retirement Readiness - 401(k) Savings Plan held essentially flat - down 0.1% during 2024, from $48M to $48M. Reported net income was -$49K.
How have Hartung Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartung Brothers, Inc.'s sponsor-wide assets grew 13.1%, from $42M to $48M.
Where does Employees Retirement Readiness - 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Employees Retirement Readiness - 401(k) Savings Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Employees Retirement Readiness - 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hand2mind, Inc. 401(k) Plan in IL ($48M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Employees Retirement Readiness - 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Davies Life & Health, Inc. in MA (179 participants, N/A 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 391215159.

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.