401(k) · DOL Form 5500 · 2024
Dewitt LLP 401(k) Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 245
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $592,055
- Avg per participant High balance/head
Official DOL plan name: Dewitt LLP Savings Plan & Trust · Sponsored by Dewitt LLP · Wisconsin · Professional & Technical Services
$145M in assets, 245 participants
Dewitt LLP's Dewitt LLP Savings Plan & Trust reported $145M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,948 in Professional & Technical Services (20,173 peers)
Coverage in Wisconsin
Dewitt LLP Savings Plan & Trust covers 245 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $145M.
- #18,948
- in Professional & Technical Services (20,173 peers)
- +11.4%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Dewitt LLP Savings Plan & Trust's outsized position by total assets
Dewitt LLP Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$145,053,529 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dewitt LLP Savings Plan & 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. Dewitt LLP Savings Plan & Trust sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dewitt LLP Savings Plan & Trust end-of-year assets rose from $130M in the plan year 2023 filing to $145M in the plan year 2024 filing.
- Dewitt LLP Savings Plan & Trust reported participants rose from 232 in the plan year 2023 filing to 245 in the plan year 2024 filing.
- Dewitt LLP Savings Plan & Trust reported net income fell from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391804522 · Dewitt LLP PY 2024 · 401(k)
Dewitt LLP Savings Plan & Trust · $145M · 245 · 93rd
- SCH $145M
- SCH 245
- SCH 93rd
- SCH 401(k)
- SCH near Cefcu Deferred Compensation Plan and Trust
- SCH ind #18948
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Dewitt LLP Savings Plan & Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $15M |
| Employer EIN | 391804522 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dewitt LLP)
Sponsor-wide plan assets over time
All Dewitt LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 25.9372428789583% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $115M |
| 2023 | 1 | 232 | $130M |
| 2024 | 1 | 245 | $145M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Dewitt LLP Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Cefcu Deferred Compensation Plan and Trust in IL ($145M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- Cefcu Deferred Compensation Plan and Trust (IL) $145M · 971
- Jack in the Box Inc. Easysaver Plus Plan (CA) $145M · 4,272
- Isuzu Companies' Savings Plan (CA) $145M · 540
- James Avery Craftsman, Inc. Employee 401(k) Plan (TX) $145M · 2,224
Similar participant headcount
Nearest other-state filings by covered participants (245 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.