401(k) · DOL Form 5500 · 2024

Stafford Rosenbaum LLP 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
89
Participants Small participant base
78th
Percentile by assets National rank
$343,116
Avg per participant High balance/head
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Official DOL plan name: Stafford Rosenbaum LLP Retirement Savings Plan · Sponsored by Stafford Rosenbaum LLP · Wisconsin · Professional & Technical Services

$31M in assets, 89 participants

Stafford Rosenbaum LLP's Stafford Rosenbaum LLP Retirement Savings Plan reported $31M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,665 in Professional & Technical Services (20,173 peers)

Where Stafford Rosenbaum LLP Retirement Savings Plan sits by assets

Stafford Rosenbaum LLP Retirement Savings Plan sits in the top quartile of all filed plans by assets, $31M for 89 participants (~$343,116/participant), up 6.1% in 2024.

#15,665
in Professional & Technical Services (20,173 peers)
+6.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stafford Rosenbaum LLP Retirement Savings Plan's outsized position by total assets

Stafford Rosenbaum LLP Retirement Savings Plan vs every filed plan by assets

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

$30,537,344 Top 22% higher than 78% 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

Stafford Rosenbaum LLP Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stafford Rosenbaum LLP Retirement Savings Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stafford Rosenbaum LLP Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stafford Rosenbaum LLP Retirement Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Stafford Rosenbaum LLP Retirement Savings Plan reported participants fell from 92 in the plan year 2023 filing to 89 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390788266 · Stafford Rosenbaum LLP PY 2024 · 401(k)

Stafford Rosenbaum LLP Retirement Savings Plan · $31M · 89 · 78th

  • TYPE $31M
  • NET 89
  • BOOK 78th
  • VS-ST 401(k)
  • BOY near Tmi 401(k) Profit Sharing Trust
  • SCH ind #15665

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Stafford Rosenbaum LLP Retirement Savings Plan in the asset neighbourhood

Stafford Rosenbaum LLP Retirement Savings PlanStafford Rosenbaum LLP Retir…$31MTmi 401(k) Profit Sharing TrustTmi 401(k) Profit Sharing Tr…$31MBuchanan & Edwards 401(k) PlanBuchanan & Edwards 401(k) Pl…$31MGoosehead Insurance 401(k) PlanGoosehead Insurance 401(k) P…$31MMntn 401(k) Profit Sharing Plan & TrustMntn 401(k) Profit Sharing P…$31M
End-of-year total assets ($M) among Stafford Rosenbaum LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN390788266
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stafford Rosenbaum LLP)

Sponsor-wide plan assets over time

All Stafford Rosenbaum LLP plans reported in each filing year

Latest sponsor-wide plan assets
$31M 30.17018695965776% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $30.5M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 88 $23M
2023 1 92 $29M
2024 1 89 $31M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stafford Rosenbaum LLP Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Stafford Rosenbaum LLP Retirement Savings Plan, Total assets ($B): 0.030537344 · Participants: 89Stafford Rosenbaum LLP Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Stafford Rosenbaum LLP Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Stafford Rosenbaum LLP Retirement Savings Plan side-by-side with 3 peers →

Stafford Rosenbaum LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tmi 401(k) Profit Sharing Trust in ND ($31M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

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 Stafford Rosenbaum LLP Retirement Savings Plan assets move in 2024? ▼
Stafford Rosenbaum LLP Retirement Savings Plan grew at a solid clip - up 6.1% during 2024, from $29M to $31M. Reported net income was $2M.
How have Stafford Rosenbaum LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Rosenbaum LLP's sponsor-wide assets grew 30.2%, from $23M to $31M.
Where does Stafford Rosenbaum LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Stafford Rosenbaum LLP Retirement Savings Plan ranks in the 78th 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 401(k) plans are similar in size to Stafford Rosenbaum LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tmi 401(k) Profit Sharing Trust in ND ($31M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Stafford Rosenbaum LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 390788266.

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.