401(k) · DOL Form 5500 · 2024

The Employer Group, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
674
Participants Below avg headcount
78th
Percentile by assets National rank
$45,824
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Employer Group Retirement Savings Plan · Sponsored by The Employer Group, Inc. · Wisconsin · Administrative & Support Services

$31M in assets, 674 participants

The Employer Group, Inc.'s The Employer Group Retirement Savings Plan reported $31M in total assets and 674 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.

  • #3,872 in Administrative & Support Services (4,368 peers)

Where The Employer Group Retirement Savings Plan sits by assets

The Employer Group Retirement Savings Plan sits in the top quartile of all filed plans by assets, $31M for 674 participants (~$45,824/participant), up 22.5% in 2024.

#3,872
in Administrative & Support Services (4,368 peers)
+22.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Employer Group Retirement Savings Plan's outsized position by total assets

The Employer Group Retirement Savings Plan vs every filed plan by assets

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

$30,885,100 Top 22% higher than 78% 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

The Employer Group 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. The Employer Group Retirement Savings Plan sits mid-pack in the medium band (674 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Employer Group Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Employer Group Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • The Employer Group Retirement Savings Plan reported participants fell from 702 in the plan year 2023 filing to 674 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391825035 · The Employer Group, Inc. PY 2024 · 401(k)

The Employer Group Retirement Savings Plan · $31M · 674 · 78th

  • IND $31M
  • IND 674
  • IND 78th
  • IND 401(k)
  • IND near Gem State Radiology Profit Sharing Plan
  • IND ind #3872

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 →

The Employer Group Retirement Savings Plan in the asset neighbourhood

The Employer Group Retirement Savings PlanThe Employer Group Retiremen…$31MNorth State Bank 401(k) Plan and ESOPNorth State Bank 401(k) Plan…$31MLamson Dugan & Murray LLP Retirement Savings PlanLamson Dugan & Murray LLP Re…$31MGem State Radiology Profit Sharing PlanGem State Radiology Profit S…$31MProgyny, Inc. 401(k) Plan$31M
End-of-year total assets ($M) among The Employer Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN391825035
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Employer Group, Inc.)

Sponsor-wide plan assets over time

All The Employer Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 24.337412762802586% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $30.9M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 625 $25M
2023 1 702 $25M
2024 1 674 $31M

Nearby 401(k) Plans in Wisconsin

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

The Employer Group Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Employer Group Retirement Savings Plan, Total assets ($B): 0.0308851 · Participants: 674The Employer Group 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
The Employer Group Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Employer Group Retirement Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Gem State Radiology Profit Sharing Plan in ID ($31M); by covered participants it is Natus Medical Incorporated 401(k) Profit Sharing Plan in CA (674 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (674 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 The Employer Group Retirement Savings Plan assets move in 2024? ▼
The Employer Group Retirement Savings Plan grew sharply - up 22.5% during 2024, from $25M to $31M. Reported net income was $7M.
How have The Employer Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Employer Group, Inc.'s sponsor-wide assets grew 24.3%, from $25M to $31M.
Where does The Employer Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Employer Group Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Employer Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gem State Radiology Profit Sharing Plan in ID ($31M, 148 participants).
Which 401(k) plans cover a similar participant headcount to The Employer Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natus Medical Incorporated 401(k) Profit Sharing Plan in CA (674 participants, $124M 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 391825035.

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.