401(k) · DOL Form 5500 · 2024
GENUS 401(k) Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 1,269
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $111,097
- Avg per participant Below avg balance/head
Official DOL plan name: Genus 401(k) Plan · Sponsored by GENUS · Wisconsin · Agriculture, Forestry & Fishing
$141M in assets, 1,269 participants
GENUS's Genus 401(k) Plan reported $141M in total assets and 1,269 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #1,182 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Wisconsin
Genus 401(k) Plan covers 1,269 participants in Wisconsin, 2.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $141M.
- #1,182
- in Agriculture, Forestry & Fishing (1,217 peers)
- +10.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Genus 401(k) Plan's outsized position by total assets
Genus 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$140,982,548 Top 7% higher than 93% 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
Genus 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Genus 401(k) Plan lands in the large band (1,269 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Genus 401(k) Plan reported net income fell from $22M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Genus 401(k) Plan end-of-year assets rose from $127M in the plan year 2023 filing to $141M in the plan year 2024 filing.
- Genus 401(k) Plan reported participants rose from 1,257 in the plan year 2023 filing to 1,269 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391256773 · GENUS PY 2024 · 401(k)
Genus 401(k) Plan · $141M · 1,269 · 93rd
- BOY $141M
- SCH 1,269
- EBSA 93rd
- PART 401(k)
- TYPE near The Individual Retirement Plan of Riverstone Resources LLC
- NET ind #1182
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →
Genus 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $14M |
| Employer EIN | 391256773 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (GENUS)
Sponsor-wide plan assets over time
All GENUS plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 34.29623780052229% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,223 | $105M |
| 2023 | 2 | 2,324 | $234M |
| 2024 | 1 | 1,269 | $141M |
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
Genus 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Individual Retirement Plan of Riverstone Resources LLC in NH ($141M); by covered participants it is Berry Petroleum Company, LLC 401(k) Plan in CA (1,269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- The Individual Retirement Plan of Riverstone Resources LLC (NH) $141M · 425
- Big 5 Sporting Goods Savings and Profit Sharing Plan (CA) $141M · 2,752
- Mission Internal Medical Group Amended Profit Sharing 401(k) Plan (CA) $141M · 148
- Inteva Products, LLC Salaried Employees' Savings and Retirement Plan (MI) $141M · 986
Similar participant headcount
Nearest other-state filings by covered participants (1,269 participants); asset peers above are excluded.
- Berry Petroleum Company, LLC 401(k) Plan (CA) 1,269 · 0 off
- Weathertech Direct, LLC 401(k) Plan (IL) 1,269 · 0 off
- C. C. Clark, Inc. 401(k) Plan (KY) 1,269 · 0 off
- Dechert LLP Salary Savings Plan (PA) 1,269 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.