401(k) · DOL Form 5500 · 2024

Sussex Im, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
243
Participants Below avg headcount
81st
Percentile by assets National rank
$162,679
Avg per participant Above avg balance/head
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Official DOL plan name: Sussex Im 401(k) Plan · Sponsored by Sussex Im, Inc. · Wisconsin · Manufacturing

$40M in assets, 243 participants

Sussex Im, Inc.'s Sussex Im 401(k) Plan reported $40M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,114 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Sussex Im 401(k) Plan covers 243 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $40M.

#13,114
in Manufacturing (17,777 peers)
+3.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sussex Im 401(k) Plan's outsized position by total assets

Sussex Im 401(k) Plan vs every filed plan by assets

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

$39,531,080 Top 19% higher than 81% 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

Sussex Im 401(k) 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. Sussex Im 401(k) Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sussex Im 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sussex Im 401(k) Plan reported participants fell from 275 in the plan year 2023 filing to 243 in the plan year 2024 filing.
  • Sussex Im 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 900508625 · Sussex Im, Inc. PY 2024 · 401(k)

Sussex Im 401(k) Plan · $40M · 243 · 81st

  • NET $40M
  • NET 243
  • NET 81st
  • NET 401(k)
  • NET near The Miller Hull Partnership LLP 401(k) Retirement Plan
  • NET ind #13114

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 Manufacturing retirement plans → · Plans in Wisconsin →

Sussex Im 401(k) Plan in the asset neighbourhood

Sussex Im 401(k) Plan$40MThe Miller Hull Partnership LLP 401(k) Retirement PlanThe Miller Hull Partnership …$40MWelocalize, Inc. 401(k) Plan$40MCatalyst Medical Group, PLLC Retirement PlanCatalyst Medical Group, PLLC…$40MKnutson Holdings, Inc. 401(k) PlanKnutson Holdings, Inc. 401(k…$40M
End-of-year total assets ($M) among Sussex Im 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$1M
Employer EIN900508625
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sussex Im, Inc.)

Sponsor-wide plan assets over time

All Sussex Im, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 16.03455052296309% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.1M $39.5M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 313 $34M
2023 1 275 $38M
2024 1 243 $40M

Nearby 401(k) Plans in Wisconsin

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

Sussex Im 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sussex Im 401(k) Plan, Total assets ($B): 0.03953108 · Participants: 243Sussex Im 401(k) 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
Sussex Im 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sussex Im 401(k) Plan side-by-side with 3 peers →

Sussex Im 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Miller Hull Partnership LLP 401(k) Retirement Plan in WA ($40M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Sussex Im 401(k) Plan assets move in 2024? ▼
Sussex Im 401(k) Plan edged up modestly - up 3.8% during 2024, from $38M to $40M. Reported net income was $1M.
How have Sussex Im, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sussex Im, Inc.'s sponsor-wide assets grew 16.0%, from $34M to $40M.
Where does Sussex Im 401(k) Plan rank by assets among Form 5500 filers? ▼
Sussex Im 401(k) Plan ranks in the 81st 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 Sussex Im 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Miller Hull Partnership LLP 401(k) Retirement Plan in WA ($40M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Sussex Im 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (243 participants, $27M 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 900508625.

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.