401(k) · DOL Form 5500 · 2024

Welter Forest Products, Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
148
Participants Small participant base
46th
Percentile by assets National rank
$42,928
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Welter Forest Products 401(k) Plan · Sponsored by Welter Forest Products, Inc · Wisconsin · Manufacturing

$6M in assets, 148 participants

Welter Forest Products, Inc's Welter Forest Products 401(k) Plan reported $6M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,332 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Welter Forest Products 401(k) Plan covers 148 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#5,332
in Manufacturing (17,777 peers)
+10.2%
assets growth YoY

Welter Forest Products 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Welter Forest Products 401(k) Plan vs every filed plan by assets

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

$6,353,400 46th percentile higher than 46% 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

Welter Forest Products 401(k) 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. Welter Forest Products 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Welter Forest Products 401(k) Plan reported net income fell from $928K in the plan year 2023 filing to $586K in the plan year 2024 filing.
  • Welter Forest Products 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Welter Forest Products 401(k) Plan reported participants fell from 161 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 454938177 · Welter Forest Products, Inc PY 2024 · 401(k)

Welter Forest Products 401(k) Plan · $6M · 148 · 46th

  • IND $6M
  • IND 148
  • IND 46th
  • IND 401(k)
  • IND near Simmons Boardman Publishing Corp., Inc. 401(k) Profit Sharing Plan
  • IND ind #5332

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 Manufacturing retirement plans → · Plans in Wisconsin →

Welter Forest Products 401(k) Plan in the asset neighbourhood

Welter Forest Products 401(k) PlanWelter Forest Products 401(k…$6MSimmons Boardman Publishing Corp., Inc. 401(k) Profit Sharing PlanSimmons Boardman Publishing …$6MPark Agency Inc. 401(k) Plan$6MCasarino Christman Shalk Ransom & Doss Savings and Protection PlanCasarino Christman Shalk Ran…$6MFrontpoint Security Employee Savings PlanFrontpoint Security Employee…$6M
End-of-year total assets ($M) among Welter Forest Products 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$586K
Employer EIN454938177
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welter Forest Products, Inc)

Sponsor-wide plan assets over time

All Welter Forest Products, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.28470725539457% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.84M $6.35M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 170 $5M
2023 1 161 $6M
2024 1 148 $6M

Nearby 401(k) Plans in Wisconsin

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

Welter Forest Products 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Welter Forest Products 401(k) Plan, Total assets ($B): 0.0063534 · Participants: 148Welter Forest Products 401(k) 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
Welter Forest Products 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Welter Forest Products 401(k) Plan side-by-side with 3 peers →

Welter Forest Products 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Simmons Boardman Publishing Corp., Inc. 401(k) Profit Sharing Plan in NE ($6M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Welter Forest Products 401(k) Plan assets move in 2024? ▼
Welter Forest Products 401(k) Plan grew at a solid clip - up 10.2% during 2024, from $6M to $6M. Reported net income was $586K.
How have Welter Forest Products, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welter Forest Products, Inc's sponsor-wide assets grew 31.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Welter Forest Products 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simmons Boardman Publishing Corp., Inc. 401(k) Profit Sharing Plan in NE ($6M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Welter Forest Products 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 454938177.

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.