401(k) · DOL Form 5500 · 2024
Primary Care Associates of Appleton, Ltd. 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $375,030
- Avg per participant High balance/head
Official DOL plan name: Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan · Sponsored by Primary Care Associates of Appleton, Ltd. · Wisconsin · Healthcare & Social Assistance
$60M in assets, 161 participants
Primary Care Associates of Appleton, Ltd.'s Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan reported $60M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,914 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan covers 161 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $60M.
- #14,914
- in Healthcare & Social Assistance (16,916 peers)
- +17.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan's outsized position by total assets
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,379,823 Top 14% higher than 86% 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
Primary Care Associates of Appleton, Ltd. Employees 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. Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan end-of-year assets rose from $51M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan reported participants rose from 140 in the plan year 2023 filing to 161 in the plan year 2024 filing.
- Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391988565 · Primary Care Associates of Appleton, Ltd. PY 2024 · 401(k)
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan · $60M · 161 · 86th
- EIN $60M
- RANK 161
- PHOTO 86th
- IND 401(k)
- EOY near Teksynap Corporation 401(k) Plan
- 5500 ind #14914
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 →
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $9M |
| Employer EIN | 391988565 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primary Care Associates of Appleton, Ltd.)
Sponsor-wide plan assets over time
All Primary Care Associates of Appleton, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 45.81014362461993% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $41M |
| 2023 | 1 | 140 | $51M |
| 2024 | 1 | 161 | $60M |
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
Primary Care Associates of Appleton, Ltd. Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Teksynap Corporation 401(k) Plan in VA ($60M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Teksynap Corporation 401(k) Plan (VA) $60M · 1,178
- 42 North Dental, LLC 401(k) Plan (MA) $60M · 1,413
- Premier Medical Group,P.C.401(k) Profit Sharing Plan (TN) $60M · 237
- Fuyao USA 401(k) Retirement Plan (OH) $60M · 1,938
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.