401(k) · DOL Form 5500 · 2024

The Retirement Advantage 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
221
Participants Below avg headcount
67th
Percentile by assets National rank
$77,886
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Retirement Advantage, Inc. 401(k) Plan · Sponsored by The Retirement Advantage · Wisconsin · Finance & Insurance

$17M in assets, 221 participants

The Retirement Advantage's The Retirement Advantage, Inc. 401(k) Plan reported $17M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,427 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

The Retirement Advantage, Inc. 401(k) Plan covers 221 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#4,427
in Finance & Insurance (8,549 peers)
+8.4%
assets growth YoY

The Retirement Advantage, Inc. 401(k) Plan's outsized position by total assets

The Retirement Advantage, Inc. 401(k) Plan vs every filed plan by assets

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

$17,212,821 Top 33% higher than 67% 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 Retirement Advantage, Inc. 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. The Retirement Advantage, Inc. 401(k) Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Retirement Advantage, Inc. 401(k) Plan reported participants fell from 264 in the plan year 2023 filing to 221 in the plan year 2024 filing.
  • The Retirement Advantage, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Retirement Advantage, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391816008 · The Retirement Advantage PY 2024 · 401(k)

The Retirement Advantage, Inc. 401(k) Plan · $17M · 221 · 67th

  • ASSETS $17M
  • PCT 221
  • EIN 67th
  • RANK 401(k)
  • PHOTO near C & T Design and Equipment Co., Inc. 401(k) Plan
  • IND ind #4427

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 →

The Retirement Advantage, Inc. 401(k) Plan in the asset neighbourhood

The Retirement Advantage, Inc. 401(k) PlanThe Retirement Advantage, In…$17MC & T Design and Equipment Co., Inc. 401(k) PlanC & T Design and Equipment C…$17MAmerican Safety Council, Inc. D/B/a Certus 401(k) PlanAmerican Safety Council, Inc…$17MZp Group Plan a$17MRiesbeck Food Markets, Inc. Profit Sharing 401(k) PlanRiesbeck Food Markets, Inc. …$17M
End-of-year total assets ($M) among The Retirement Advantage, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN391816008
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Retirement Advantage)

Sponsor-wide plan assets over time

All The Retirement Advantage plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.11070270826334% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.7M $17.2M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 224 $15M
2023 1 264 $16M
2024 1 221 $17M

Nearby 401(k) Plans in Wisconsin

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

The Retirement Advantage, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Retirement Advantage, Inc. 401(k) Plan, Total assets ($B): 0.017212821 · Participants: 221The Retirement Advantage, Inc. 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
The Retirement Advantage, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Retirement Advantage, Inc. 401(k) Plan side-by-side with 3 peers →

The Retirement Advantage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is C & T Design and Equipment Co., Inc. 401(k) Plan in IN ($17M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Retirement Advantage, Inc. 401(k) Plan assets move in 2024? ▼
The Retirement Advantage, Inc. 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $16M to $17M. Reported net income was $1M.
How have The Retirement Advantage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Retirement Advantage's sponsor-wide assets grew 17.1%, from $15M to $17M.
Which 401(k) plans are similar in size to The Retirement Advantage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C & T Design and Equipment Co., Inc. 401(k) Plan in IN ($17M, 117 participants).
Which 401(k) plans cover a similar participant headcount to The Retirement Advantage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants, $2M 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 391816008.

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.