401(k) · DOL Form 5500 · 2024

BETTERLIFE 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
63
Participants Small participant base
68th
Percentile by assets National rank
$290,057
Avg per participant High balance/head
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Official DOL plan name: Betterlife Retirement Savings Plan · Sponsored by BETTERLIFE · Wisconsin · Finance & Insurance

$18M in assets, 63 participants

BETTERLIFE's Betterlife Retirement Savings Plan reported $18M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,519 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Betterlife Retirement Savings Plan holds $18M for 63 participants - about $290,057 per participant, above the median plan by assets.

#4,519
in Finance & Insurance (8,549 peers)
-3.7%
assets change YoY

The plan reported a net loss of $712K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Betterlife Retirement Savings Plan's outsized position by total assets

Betterlife Retirement Savings Plan vs every filed plan by assets

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

$18,273,615 Top 32% higher than 68% 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

Betterlife 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. Betterlife Retirement Savings Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Betterlife Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$712K in the plan year 2024 filing.
  • Betterlife Retirement Savings Plan reported participants fell from 78 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • Betterlife Retirement Savings Plan end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420594470 · BETTERLIFE PY 2024 · 401(k)

Betterlife Retirement Savings Plan · $18M · 63 · 68th

  • BOOK $18M
  • VS-ST 63
  • BOY 68th
  • SCH 401(k)
  • EBSA near Intermountain Centers 401(k) Plan
  • PART ind #4519

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Betterlife Retirement Savings Plan in the asset neighbourhood

Drummond Company, Inc. Steelworkers 401(k) PlanDrummond Company, Inc. Steel…$18MBetterlife Retirement Savings PlanBetterlife Retirement Saving…$18MIntermountain Centers 401(k) PlanIntermountain Centers 401(k)…$18MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Jessie Trice Community Health System, Inc.Safe-Harbor 401(k) Profit Sh…$18MPine Companies 401(k) Plan$18M
End-of-year total assets ($M) among Betterlife Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$712K
Employer EIN420594470
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BETTERLIFE)

Sponsor-wide plan assets over time

All BETTERLIFE plans reported in each filing year

Latest sponsor-wide plan assets
$18M 3.7478908524227186% vs 2023
2024 filing year
$18M$18.5M$19M$19.5M 20232024 $19M $18.3M ▼ -3.8%
Year Plans Participants Total Assets
2023 1 78 $19M
2024 1 63 $18M

Nearby 401(k) Plans in Wisconsin

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

Betterlife Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Betterlife Retirement Savings Plan, Total assets ($B): 0.018273615 · Participants: 63Betterlife 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
Betterlife Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Betterlife Retirement Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Intermountain Centers 401(k) Plan in AZ ($18M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Betterlife Retirement Savings Plan assets move in 2024? ▼
Betterlife Retirement Savings Plan edged down modestly - down 3.7% during 2024, from $19M to $18M. Reported net income was -$712K.
How have BETTERLIFE plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), BETTERLIFE's sponsor-wide assets declined 3.7%, from $19M to $18M.
Which 401(k) plans are similar in size to Betterlife Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intermountain Centers 401(k) Plan in AZ ($18M, 852 participants).
Which 401(k) plans cover a similar participant headcount to Betterlife Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Custom Learning Designs, Inc. 401(k) Plan in MA (63 participants, $16M 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 420594470.

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.