401(k) · DOL Form 5500 · 2024

P & S Investment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
218
Participants Below avg headcount
60th
Percentile by assets National rank
$56,238
Avg per participant Low balance/head
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Official DOL plan name: P & S and Related Entities 401(k) Plan · Sponsored by P & S Investment Company, Inc. · Wisconsin · Transportation & Warehousing

$12M in assets, 218 participants

P & S Investment Company, Inc.'s P & S and Related Entities 401(k) Plan reported $12M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,014 in Transportation & Warehousing (3,299 peers)

Coverage in Wisconsin

P & S and Related Entities 401(k) Plan covers 218 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#2,014
in Transportation & Warehousing (3,299 peers)
+26.9%
assets growth YoY

P & S and Related Entities 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

P & S and Related Entities 401(k) Plan vs every filed plan by assets

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

$12,259,979 Top 40% higher than 60% 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

P & S and Related Entities 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. P & S and Related Entities 401(k) Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P & S and Related Entities 401(k) Plan reported net income rose from -$889K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • P & S and Related Entities 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • P & S and Related Entities 401(k) Plan reported participants rose from 193 in the plan year 2023 filing to 218 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391372431 · P & S Investment Company, Inc. PY 2024 · 401(k)

P & S and Related Entities 401(k) Plan · $12M · 218 · 60th

  • IND $12M
  • EOY 218
  • 5500 60th
  • ASSETS 401(k)
  • PCT near United Refining Company of PA Incentive Savings Plan
  • EIN ind #2014

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

P & S and Related Entities 401(k) Plan in the asset neighbourhood

P & S and Related Entities 401(k) PlanP & S and Related Entities 4…$12MUnited Refining Company of PA Incentive Savings PlanUnited Refining Company of P…$12MFuture Skys Inc 401(k) Plan$12MEthos Technologies, Inc. 401(k) PlanEthos Technologies, Inc. 401…$12MPaytech, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among P & S and Related Entities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN391372431
Plan Effective Date1962-12-21
Filing StatusFILING RECEIVED

Sponsor Plan History (P & S Investment Company, Inc.)

Sponsor-wide plan assets over time

All P & S Investment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 16.176859387286363% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.6M $12.3M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 195 $11M
2023 1 193 $10M
2024 1 218 $12M

Nearby 401(k) Plans in Wisconsin

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

P & S and Related Entities 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants P & S and Related Entities 401(k) Plan, Total assets ($B): 0.012259979 · Participants: 218P & S and Related Entities 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
P & S and Related Entities 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare P & S and Related Entities 401(k) Plan side-by-side with 3 peers →

P & S and Related Entities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is United Refining Company of PA Incentive Savings Plan in PA ($12M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 P & S and Related Entities 401(k) Plan assets move in 2024? ▼
P & S and Related Entities 401(k) Plan grew sharply - up 26.9% during 2024, from $10M to $12M. Reported net income was $1M.
How have P & S Investment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P & S Investment Company, Inc.'s sponsor-wide assets grew 16.2%, from $11M to $12M.
Which 401(k) plans are similar in size to P & S and Related Entities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Refining Company of PA Incentive Savings Plan in PA ($12M, 1,736 participants).
Which 401(k) plans cover a similar participant headcount to P & S and Related Entities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants, $9M 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 391372431.

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.