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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 390992016 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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).
- Inspira Medical Group 401(k) Plan (NJ) $30M · 231
- Transurban (USA) 401(k) Profit Sharing Plan (VA) $30M · 180
- Mte Employee Savings and Retirement Plan (IL) $31M · 265
- Life360, Inc. 401(k) Plan (CA) $30M · 335
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Forddirect Retirement Savings Plan (MI) 309 · 0 off
- Bueno Foods 401(k) Plan (NM) 309 · 0 off
- Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
- Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.