401(k) · DOL Form 5500 · 2024

Reliable of Milwaukee 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
85
Participants Small participant base
41st
Percentile by assets National rank
$55,728
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Reliable of Milwaukee 401(k) Retirement Savings Plan · Sponsored by Reliable of Milwaukee · Wisconsin · Manufacturing

$5M in assets, 85 participants

Reliable of Milwaukee's The Reliable of Milwaukee 401(k) Retirement Savings Plan reported $5M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,278 in Manufacturing (17,777 peers)

What the 2024 filing shows

The Reliable of Milwaukee 401(k) Retirement Savings Plan holds $5M for 85 participants - about $55,728 per participant, in the lower half of filed plans by assets.

#4,278
in Manufacturing (17,777 peers)
+4.1%
assets growth YoY

The Reliable of Milwaukee 401(k) Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

The Reliable of Milwaukee 401(k) Retirement Savings Plan vs every filed plan by assets

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

$4,736,864 41st percentile higher than 41% 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 Reliable of Milwaukee 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Reliable of Milwaukee 401(k) Retirement Savings Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Reliable of Milwaukee 401(k) Retirement Savings Plan reported net income rose from $4K in the plan year 2023 filing to $186K in the plan year 2024 filing.
  • The Reliable of Milwaukee 401(k) Retirement Savings Plan reported participants fell from 116 in the plan year 2023 filing to 85 in the plan year 2024 filing.
  • The Reliable of Milwaukee 401(k) Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390564740 · Reliable of Milwaukee PY 2024 · 401(k)

The Reliable of Milwaukee 401(k) Retirement Savings Plan · $5M · 85 · 41st

  • VS-ST $5M
  • VS-ST 85
  • VS-ST 41st
  • VS-ST 401(k)
  • VS-ST near Rosen Systems, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #4278

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 Manufacturing retirement plans → · Plans in Wisconsin →

The Reliable of Milwaukee 401(k) Retirement Savings Plan in the asset neighbourhood

The Reliable of Milwaukee 401(k) Retirement Savings PlanThe Reliable of Milwaukee 40…$5MRosen Systems, Inc. 401(k) Profit Sharing PlanRosen Systems, Inc. 401(k) P…$5MIfs Savings and Retirement PlanIfs Savings and Retirement P…$5MNagnoi LLC Pr Retirement Plan$5MTorden LLC 401(k) Profit Sharing Plan and TrustTorden LLC 401(k) Profit Sha…$5M
End-of-year total assets ($M) among The Reliable of Milwaukee 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$186K
Employer EIN390564740
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliable of Milwaukee)

Sponsor-wide plan assets over time

All Reliable of Milwaukee plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.177696139882311% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M 202220232024 $4.55M $4.74M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 118 $5M
2023 1 116 $5M
2024 1 85 $5M

Nearby 401(k) Plans in Wisconsin

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

The Reliable of Milwaukee 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Reliable of Milwaukee 401(k) Retirement Savings Plan, Total assets ($B): 0.004736864 · Participants: 85The Reliable of Milwaukee 401(k) 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 Reliable of Milwaukee 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Reliable of Milwaukee 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Rosen Systems, Inc. 401(k) Profit Sharing Plan in TX ($5M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Reliable of Milwaukee 401(k) Retirement Savings Plan assets move in 2024? ▼
The Reliable of Milwaukee 401(k) Retirement Savings Plan edged up modestly - up 4.1% during 2024, from $5M to $5M. Reported net income was $186K.
How have Reliable of Milwaukee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliable of Milwaukee's sponsor-wide assets grew 4.2%, from $5M to $5M.
Which 401(k) plans are similar in size to The Reliable of Milwaukee 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosen Systems, Inc. 401(k) Profit Sharing Plan in TX ($5M, 8 participants).
Which 401(k) plans cover a similar participant headcount to The Reliable of Milwaukee 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 390564740.

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.