401(k) · DOL Form 5500 · 2024
Iris USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 470
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $50,716
- Avg per participant Low balance/head
Official DOL plan name: Iris USA, Inc. Comprehensive Retirement Savings Plan · Sponsored by Iris USA, Inc. · Wisconsin · Manufacturing
$24M in assets, 470 participants
Iris USA, Inc.'s Iris USA, Inc. Comprehensive Retirement Savings Plan reported $24M in total assets and 470 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #11,333 in Manufacturing (17,777 peers)
Iris USA, Inc. multi-year trail
Iris USA, Inc.'s plans moved +31.8% in assets from 2022 to 2024; this filing shows Iris USA, Inc. Comprehensive Retirement Savings Plan at $24M / 470 participants.
- #11,333
- in Manufacturing (17,777 peers)
- +12.4%
- assets growth YoY
Iris USA, Inc. Comprehensive Retirement Savings Plan's outsized position by total assets
Iris USA, Inc. Comprehensive Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,836,526 Top 27% higher than 73% 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
Iris USA, Inc. Comprehensive Retirement Savings 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. Iris USA, Inc. Comprehensive Retirement Savings Plan sits mid-pack in the medium band (470 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iris USA, Inc. Comprehensive Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Iris USA, Inc. Comprehensive Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Iris USA, Inc. Comprehensive Retirement Savings Plan reported participants rose from 463 in the plan year 2023 filing to 470 in the plan year 2024 filing.
DOL schedule card
Filing strip 363415877 · Iris USA, Inc. PY 2024 · 401(k)
Iris USA, Inc. Comprehensive Retirement Savings Plan · $24M · 470 · 73rd
- PHOTO $24M
- PHOTO 470
- PHOTO 73rd
- PHOTO 401(k)
- PHOTO near Carlisle Fluid Technologies, LLC 401(k) Plan
- PHOTO ind #11333
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 →
Iris USA, Inc. Comprehensive Retirement Savings Plan in the asset neighbourhood
Iris USA, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Iris USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 31.81032980665351% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 539 | $18M |
| 2023 | 1 | 463 | $21M |
| 2024 | 1 | 470 | $24M |
Iris USA, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 363415877 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
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
Iris USA, Inc. Comprehensive Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Carlisle Fluid Technologies, LLC 401(k) Plan in AZ ($24M); by covered participants it is Tencate USA Savings Plan in GA (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Carlisle Fluid Technologies, LLC 401(k) Plan (AZ) $24M · 331
- Afi 401(k) Savings Plan (PA) $24M · 139
- Lifeshare Blood Center 401(k) Retirement Plan (LA) $24M · 294
- Mitchell Grocery Corporation Profit Sharing/401(k) Plan (AL) $24M · 884
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Tencate USA Savings Plan (GA) 470 · 0 off
- Davis Mail Services, Inc. Retirement Plan (FL) 470 · 0 off
- The Clearing House Incentive Account Plan (NY) 470 · 0 off
- Nufarm Americas, Inc. Retirement Income Plan (IL) 470 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.