401(k) · DOL Form 5500 · 2024

Employee Benefits Corporation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
159
Participants Small participant base
73rd
Percentile by assets National rank
$147,592
Avg per participant Above avg balance/head
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Official DOL plan name: Employee Benefits Corporation 401(k) Plan and Trust · Sponsored by Employee Benefits Corporation · Wisconsin · Finance & Insurance

$23M in assets, 159 participants

Employee Benefits Corporation's Employee Benefits Corporation 401(k) Plan and Trust reported $23M in total assets and 159 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.

  • #5,076 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Employee Benefits Corporation 401(k) Plan and Trust covers 159 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.

#5,076
in Finance & Insurance (8,549 peers)
+24.1%
assets growth YoY

Employee Benefits Corporation 401(k) Plan and Trust's outsized position by total assets

Employee Benefits Corporation 401(k) Plan and Trust vs every filed plan by assets

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

$23,467,116 Top 27% higher than 73% 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

Employee Benefits Corporation 401(k) Plan and Trust 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. Employee Benefits Corporation 401(k) Plan and Trust sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Benefits Corporation 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Employee Benefits Corporation 401(k) Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Employee Benefits Corporation 401(k) Plan and Trust reported participants fell from 171 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 392044064 · Employee Benefits Corporation PY 2024 · 401(k)

Employee Benefits Corporation 401(k) Plan and Trust · $23M · 159 · 73rd

  • EBSA $23M
  • EBSA 159
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near Koury Corporation 401(k) / Profit Sharing Retirement Plan
  • EBSA ind #5076

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 →

Employee Benefits Corporation 401(k) Plan and Trust in the asset neighbourhood

Employee Benefits Corporation 401(k) Plan and TrustEmployee Benefits Corporatio…$23MKoury Corporation 401(k) / Profit Sharing Retirement PlanKoury Corporation 401(k) / P…$23MHealix Savings Plan$23MCraftsmen Transportation Services, LLC 401(k) PlanCraftsmen Transportation Ser…$23MNorwood Management, Inc. 401(k) PlanNorwood Management, Inc. 401…$23M
End-of-year total assets ($M) among Employee Benefits Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN392044064
Plan Effective Date1984-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Benefits Corporation)

Sponsor-wide plan assets over time

All Employee Benefits Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$127M 71.93699158849728% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $74.1M $127M ▲ +71.9%
Year Plans Participants Total Assets
2022 2 305 $74M
2023 2 314 $79M
2024 3 448 $127M

Nearby 401(k) Plans in Wisconsin

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

Employee Benefits Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Employee Benefits Corporation 401(k) Plan and Trust, Total assets ($B): 0.023467116 · Participants: 159Employee Benefits Corporation 401(k) Plan and TrustAdvocate 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
Employee Benefits Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Employee Benefits Corporation 401(k) Plan and Trust side-by-side with 3 peers →

Employee Benefits Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Koury Corporation 401(k) / Profit Sharing Retirement Plan in NC ($23M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Employee Benefits Corporation 401(k) Plan and Trust assets move in 2024? ▼
Employee Benefits Corporation 401(k) Plan and Trust grew sharply - up 24.1% during 2024, from $19M to $23M. Reported net income was $4M.
How have Employee Benefits Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Benefits Corporation's sponsor-wide assets grew 71.9%, from $74M to $127M.
Which 401(k) plans are similar in size to Employee Benefits Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Koury Corporation 401(k) / Profit Sharing Retirement Plan in NC ($23M, 872 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefits Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A 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 392044064.

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.