Money Purchase · DOL Form 5500 · 2024

Atc Management Inc Money Purchase Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
537
Participants Below avg headcount
89th
Percentile by assets National rank
$156,206
Avg per participant Above avg balance/head
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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.

  • #434 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Atc Individual Account Pension Plan ranks #434 of 732 2024 filers by assets (640% of the sector average)-$84M for 537 participants.

#434
in Utilities (732 peers)
+10.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Atc Individual Account Pension Plan's outsized position by total assets

Atc Individual Account Pension Plan vs every filed plan by assets

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

$83,882,672 Top 11% higher than 89% 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

Atc Individual Account Pension 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. Atc Individual Account Pension Plan sits mid-pack in the medium band (537 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391999363 · Atc Management Inc PY 2024 · Money Purchase

Atc Individual Account Pension Plan · $84M · 537 · 89th

  • PART $84M
  • TYPE 537
  • NET 89th
  • BOOK Money Purchase
  • VS-ST near New England Life Insurance Company Agents' Retirement Plan and Trust
  • BOY ind #434

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 Utilities retirement plans → · Plans in Wisconsin →

Atc Individual Account Pension Plan in the asset neighbourhood

Plumbers & Pipefitters Local 94 Retirement PlanPlumbers & Pipefitters Local…$85MNew England Life Insurance Company Agents' Retirement Plan and TrustNew England Life Insurance C…$85MAtc Individual Account Pension PlanAtc Individual Account Pensi…$84MIBEW Local 508 Pension Fund$83MPlumbers & Pipefitters Local Union #51 Annuity PlanPlumbers & Pipefitters Local…$83M
End-of-year total assets ($M) among Atc Individual Account Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$84M
Net Income$8M
Employer EIN391999363
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atc Management Inc)

Sponsor-wide plan assets over time

All Atc Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$290M 30.80000804415975% vs 2022
2024 filing year
$200M$250M$300M 202220232024 $222M $290M ▲ +30.8%
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 Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Atc Individual Account Pension Plan, Total assets ($B): 0.083882672 · Participants: 537Atc Individual Account Pension PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.265549143 · Participants: 8328Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.509492798 · Participants: 5326Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.378003202 · Participants: 10854North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.132502999 · Participants: 2145Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.08840844 · Participants: 420Wisconsin Glaziers & Glassworkers Money Purchase Fund
Atc Individual Account Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Atc Individual Account Pension Plan side-by-side with 3 peers →

Atc Individual Account Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is New England Life Insurance Company Agents' Retirement Plan and Trust in NC ($85M); by covered participants it is Swisher International Inc. Defined Contribution Plan for Salaried Employees in FL (540 participants). Same-state nearby plans are listed separately above.

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 Atc Individual Account Pension Plan assets move in 2024? ▼
Atc Individual Account Pension Plan grew at a solid clip - up 10.5% during 2024, from $76M to $84M. Reported net income was $8M.
How have Atc Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atc Management Inc's sponsor-wide assets grew 30.8%, from $222M to $290M.
Where does Atc Individual Account Pension Plan rank by assets among Form 5500 filers? ▼
Atc Individual Account Pension Plan ranks in the 89th 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 Money Purchase plans are similar in size to Atc Individual Account Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is New England Life Insurance Company Agents' Retirement Plan and Trust in NC ($85M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Atc Individual Account Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Swisher International Inc. Defined Contribution Plan for Salaried Employees in FL (540 participants, $28M 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 391999363.

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.