401(k) · DOL Form 5500 · 2024

Executive Director, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
309
Participants Below avg headcount
78th
Percentile by assets National rank
$98,705
Avg per participant Below avg balance/head
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Official DOL plan name: Executive Director, Inc. 401(k) Retirement Plan · Sponsored by Executive Director, Inc. · Wisconsin · Administrative & Support Services

$30M in assets, 309 participants

Executive Director, Inc.'s Executive Director, Inc. 401(k) Retirement Plan reported $30M in total assets and 309 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.

  • #3,869 in Administrative & Support Services (4,368 peers)

Where Executive Director, Inc. 401(k) Retirement Plan sits by assets

Executive Director, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 309 participants (~$98,705/participant), up 10.7% in 2024.

#3,869
in Administrative & Support Services (4,368 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Executive Director, Inc. 401(k) Retirement Plan's outsized position by total assets

Executive Director, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$30,499,778 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

Executive Director, Inc. 401(k) Retirement 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. Executive Director, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Executive Director, Inc. 401(k) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Executive Director, Inc. 401(k) Retirement Plan reported participants rose from 278 in the plan year 2023 filing to 309 in the plan year 2024 filing.
  • Executive Director, Inc. 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390992016 · Executive Director, Inc. PY 2024 · 401(k)

Executive Director, Inc. 401(k) Retirement Plan · $30M · 309 · 78th

  • EIN $30M
  • RANK 309
  • PHOTO 78th
  • IND 401(k)
  • EOY near Inspira Medical Group 401(k) Plan
  • 5500 ind #3869

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 Administrative & Support Services retirement plans → · Plans in Wisconsin →

Executive Director, Inc. 401(k) Retirement Plan in the asset neighbourhood

Executive Director, Inc. 401(k) Retirement PlanExecutive Director, Inc. 401…$30MInspira Medical Group 401(k) PlanInspira Medical Group 401(k)…$30MTransurban (USA) 401(k) Profit Sharing PlanTransurban (USA) 401(k) Prof…$30MMte Employee Savings and Retirement PlanMte Employee Savings and Ret…$31MLife360, Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Executive Director, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN390992016
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Executive Director, Inc.)

Sponsor-wide plan assets over time

All Executive Director, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 40.809101449494825% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $30.5M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 280 $22M
2023 1 278 $28M
2024 1 309 $30M

Nearby 401(k) Plans in Wisconsin

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

Executive Director, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Executive Director, Inc. 401(k) Retirement Plan, Total assets ($B): 0.030499778 · Participants: 309Executive Director, Inc. 401(k) Retirement 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
Executive Director, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Executive Director, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Inspira Medical Group 401(k) Plan in NJ ($30M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Executive Director, Inc. 401(k) Retirement Plan assets move in 2024?
Executive Director, Inc. 401(k) Retirement Plan grew at a solid clip - up 10.7% during 2024, from $28M to $30M. Reported net income was $3M.
How have Executive Director, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Executive Director, Inc.'s sponsor-wide assets grew 40.8%, from $22M to $30M.
Where does Executive Director, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
Executive Director, Inc. 401(k) Retirement 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 Executive Director, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Inspira Medical Group 401(k) Plan in NJ ($30M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Executive Director, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Forddirect Retirement Savings Plan in MI (309 participants, $60M in assets).