401(k) · DOL Form 5500 · 2024

Wimmer Brothers Realty, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
200
Participants Below avg headcount
46th
Percentile by assets National rank
$31,145
Avg per participant Low balance/head
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Official DOL plan name: Wimmer Brothers Savings & Retirement Plan · Sponsored by Wimmer Brothers Realty, Inc. · Wisconsin · Construction

$6M in assets, 200 participants

Wimmer Brothers Realty, Inc.'s Wimmer Brothers Savings & Retirement Plan reported $6M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,037 in Construction (9,039 peers)

Coverage in Wisconsin

Wimmer Brothers Savings & Retirement Plan covers 200 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#4,037
in Construction (9,039 peers)
+23.2%
assets growth YoY

Wimmer Brothers Savings & Retirement Plan's mid-pack asset rank among Construction and all filers

Wimmer Brothers Savings & Retirement Plan vs every filed plan by assets

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

$6,228,990 46th percentile higher than 46% 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

Wimmer Brothers 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. Wimmer Brothers Savings & Retirement Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wimmer Brothers Savings & Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Wimmer Brothers Savings & Retirement Plan reported participants rose from 183 in the plan year 2023 filing to 200 in the plan year 2024 filing.
  • Wimmer Brothers Savings & Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391033618 · Wimmer Brothers Realty, Inc. PY 2024 · 401(k)

Wimmer Brothers Savings & Retirement Plan · $6M · 200 · 46th

  • PCT $6M
  • EIN 200
  • RANK 46th
  • PHOTO 401(k)
  • IND near Tulsa Zoo Management, Inc. 401(k) Plan
  • EOY ind #4037

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 Construction retirement plans → · Plans in Wisconsin →

Wimmer Brothers Savings & Retirement Plan in the asset neighbourhood

Wimmer Brothers Savings & Retirement PlanWimmer Brothers Savings & Re…$6MTulsa Zoo Management, Inc. 401(k) PlanTulsa Zoo Management, Inc. 4…$6MRocky Mountain College, LLC 401(k) PlanRocky Mountain College, LLC …$6MOld Brick Furniture Co Inc 401(k) Profit Sharing Plan & TrustOld Brick Furniture Co Inc 4…$6MWesterlay Orchids, L.P. 401(k) PlanWesterlay Orchids, L.P. 401(…$6M
End-of-year total assets ($M) among Wimmer Brothers Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN391033618
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wimmer Brothers Realty, Inc.)

Sponsor-wide plan assets over time

All Wimmer Brothers Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 56.593373442485465% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.98M $6.23M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 175 $4M
2023 1 183 $5M
2024 1 200 $6M

Nearby 401(k) Plans in Wisconsin

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

Wimmer Brothers Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wimmer Brothers Savings & Retirement Plan, Total assets ($B): 0.00622899 · Participants: 200Wimmer Brothers 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
Wimmer Brothers Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wimmer Brothers Savings & Retirement Plan side-by-side with 3 peers →

Wimmer Brothers Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tulsa Zoo Management, Inc. 401(k) Plan in OK ($6M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Wimmer Brothers Savings & Retirement Plan assets move in 2024? ▼
Wimmer Brothers Savings & Retirement Plan grew sharply - up 23.2% during 2024, from $5M to $6M. Reported net income was $1M.
How have Wimmer Brothers Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wimmer Brothers Realty, Inc.'s sponsor-wide assets grew 56.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Wimmer Brothers Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tulsa Zoo Management, Inc. 401(k) Plan in OK ($6M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Wimmer Brothers Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tata Elxsi 401(k) Plan in MI (200 participants, $587K 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 391033618.

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.