401(k) · DOL Form 5500 · 2024

Semex USA, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
137
Participants Small participant base
57th
Percentile by assets National rank
$75,709
Avg per participant Below avg balance/head
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Official DOL plan name: Semex USA, Inc. Employees 401(k) Plan · Sponsored by Semex USA, Inc. · Wisconsin · Wholesale Trade

$10M in assets, 137 participants

Semex USA, Inc.'s Semex USA, Inc. Employees 401(k) Plan reported $10M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,922 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Semex USA, Inc. Employees 401(k) Plan covers 137 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#2,922
in Wholesale Trade (6,080 peers)
+20.6%
assets growth YoY

Semex USA, Inc. Employees 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Semex USA, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$10,372,069 Top 43% higher than 57% 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

Semex USA, Inc. Employees 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. Semex USA, Inc. Employees 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Semex USA, Inc. Employees 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Semex USA, Inc. Employees 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Semex USA, Inc. Employees 401(k) Plan reported participants rose from 130 in the plan year 2023 filing to 137 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391853594 · Semex USA, Inc. PY 2024 · 401(k)

Semex USA, Inc. Employees 401(k) Plan · $10M · 137 · 57th

  • RANK $10M
  • RANK 137
  • RANK 57th
  • RANK 401(k)
  • RANK near J.R. Balsan, Inc. Retirement Savings Plan
  • RANK ind #2922

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Semex USA, Inc. Employees 401(k) Plan in the asset neighbourhood

Semex USA, Inc. Employees 401(k) PlanSemex USA, Inc. Employees 40…$10MJ.R. Balsan, Inc. Retirement Savings PlanJ.R. Balsan, Inc. Retirement…$10MNew Venture Partners LLC 401(k) Profit-Sharing PlanNew Venture Partners LLC 401…$10MHctec Partners 401(k) Plan$10MRfa Profit Sharing 401(k) PlanRfa Profit Sharing 401(k) Pl…$10M
End-of-year total assets ($M) among Semex USA, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN391853594
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Semex USA, Inc.)

Sponsor-wide plan assets over time

All Semex USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 58.649175196501425% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.54M $10.4M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 107 $7M
2023 1 130 $9M
2024 1 137 $10M

Nearby 401(k) Plans in Wisconsin

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

Semex USA, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Semex USA, Inc. Employees 401(k) Plan, Total assets ($B): 0.010372069 · Participants: 137Semex USA, Inc. Employees 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
Semex USA, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Semex USA, Inc. Employees 401(k) Plan side-by-side with 3 peers →

Semex USA, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is J.R. Balsan, Inc. Retirement Savings Plan in PA ($10M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Semex USA, Inc. Employees 401(k) Plan assets move in 2024? ▼
Semex USA, Inc. Employees 401(k) Plan grew sharply - up 20.6% during 2024, from $9M to $10M. Reported net income was $2M.
How have Semex USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Semex USA, Inc.'s sponsor-wide assets grew 58.6%, from $7M to $10M.
Which 401(k) plans are similar in size to Semex USA, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.R. Balsan, Inc. Retirement Savings Plan in PA ($10M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Semex USA, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 391853594.

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.