Money Purchase · DOL Form 5500 · 2024
Atc Management Inc Money Purchase Plan
Data updated 2026-08-06
- $84M
- Total assets
- 537
- Participants
- 89th
- Percentile by assets
- $156,206
- Avg per participant
Official DOL plan name: Atc Individual Account Pension Plan · Sponsored by Atc Management Inc · Wisconsin · Utilities
$84M in assets, 537 participants
Atc Management Inc's Atc Individual Account Pension Plan reported $84M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 116,472 plans)
- #418 in Utilities (707 peers)
Utilities sector rank
Within Utilities, Atc Individual Account Pension Plan ranks #418 of 707 2024 filers by assets (652% of the sector average)-$84M for 537 participants.
- $84M
- total plan assets (2024 EOY)
- 537
- covered participants
- 89th
- percentile by assets (of 116,472 plans)
- $156,206
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Atc Individual Account Pension Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Atc Individual Account Pension Plan end-of-year assets rose from $76M in the plan year 2023 filing to $84M in the plan year 2024 filing.
- Atc Individual Account Pension Plan reported participants rose from 511 in the plan year 2023 filing to 537 in the plan year 2024 filing.
Rank #418 in Utilities
Among 707 Utilities plans that filed a Form 5500 for plan year 2024, Atc Individual Account Pension Plan ranks #418 by end-of-year assets - about 652% of the sector average of $547M. Nationally it sits in the 89th percentile, a weaker position within its industry than across all filers.
Utilities filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $8M |
| Employer EIN | 391999363 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atc Management Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,045 | $222M |
| 2023 | 2 | 1,022 | $256M |
| 2024 | 2 | 1,074 | $290M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Atc Individual Account Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Brady Funded Retirement Plan $85M · 1,139
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Atc Individual Account Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Atc Individual Account Pension Plan assets move in 2024? ▼
How have Atc Management Inc plan assets changed over time? ▼
Where does Atc Individual Account Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Atc Individual Account Pension Plan? ▼
Next read for Atc Individual Account Pension Plan
Filing takeaways
Ways to act on Atc Individual Account Pension Plan's numbers.
- By total assets, Atc Individual Account Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Atc Management Inc's sponsor-wide assets have grown 30.8% since 2022 across 3 plan years on file. More Utilities plans