401(k) · DOL Form 5500 · 2024
Auer Steel & Heating Supply Co. 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 294
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $132,144
- Avg per participant Near avg balance/head
Official DOL plan name: Auer Steel & Heating Supply Company Retirement · Sponsored by Auer Steel & Heating Supply Co. · Wisconsin · Wholesale Trade
$39M in assets, 294 participants
Auer Steel & Heating Supply Co.'s Auer Steel & Heating Supply Company Retirement reported $39M in total assets and 294 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.
- #4,921 in Wholesale Trade (6,080 peers)
Where Auer Steel & Heating Supply Company Retirement sits by assets
Auer Steel & Heating Supply Company Retirement sits in the top quartile of all filed plans by assets, $39M for 294 participants (~$132,144/participant), up 7.6% in 2024.
- #4,921
- in Wholesale Trade (6,080 peers)
- +7.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Auer Steel & Heating Supply Company Retirement's outsized position by total assets
Auer Steel & Heating Supply Company Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,850,203 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Auer Steel & Heating Supply Company Retirement 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. Auer Steel & Heating Supply Company Retirement sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Auer Steel & Heating Supply Company Retirement reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Auer Steel & Heating Supply Company Retirement end-of-year assets rose from $36M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390139306 · Auer Steel & Heating Supply Co. PY 2024 · 401(k)
Auer Steel & Heating Supply Company Retirement · $39M · 294 · 81st
- EOY $39M
- EOY 294
- EOY 81st
- EOY 401(k)
- EOY near Five Star Food Service, Inc. 401(k) Employees' Savings Plan
- EOY ind #4921
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Auer Steel & Heating Supply Company Retirement in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $3M |
| Employer EIN | 390139306 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Auer Steel & Heating Supply Co.)
Sponsor-wide plan assets over time
All Auer Steel & Heating Supply Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 30.95023465417892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $30M |
| 2023 | 1 | 293 | $36M |
| 2024 | 1 | 294 | $39M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Auer Steel & Heating Supply Company Retirement's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Five Star Food Service, Inc. 401(k) Employees' Savings Plan in TN ($39M); by covered participants it is Topographic Om, Inc. Retirement Plan in TX (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Five Star Food Service, Inc. 401(k) Employees' Savings Plan (TN) $39M · 1,987
- Rich's 401(k) Hourly Plan (NY) $39M · 978
- Gonzaba Medical Group 401(k) Plan (TX) $39M · 834
- Jx Advanced Metals USA, Inc. Retirement Investment Plan (AZ) $39M · 108
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- Topographic Om, Inc. Retirement Plan (TX) 294 · 0 off
- Calbag Metals Company Profit Sharing Plan (OR) 294 · 0 off
- Wood Rodgers 401(k) Plan (CA) 294 · 0 off
- Simonson Properties Company 401(k) Savings Plan (MN) 294 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.