401(k) · DOL Form 5500 · 2024

La Casa De Esperanza, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
124
Participants Small participant base
53rd
Percentile by assets National rank
$70,814
Avg per participant Below avg balance/head
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Official DOL plan name: La Casa De Esperanza, Inc. 401(k) Plan · Sponsored by La Casa De Esperanza, Inc. · Wisconsin · Healthcare & Social Assistance

$9M in assets, 124 participants

La Casa De Esperanza, Inc.'s La Casa De Esperanza, Inc. 401(k) Plan reported $9M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,851 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

La Casa De Esperanza, Inc. 401(k) Plan covers 124 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#9,851
in Healthcare & Social Assistance (16,916 peers)
+18.6%
assets growth YoY

La Casa De Esperanza, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

La Casa De Esperanza, Inc. 401(k) Plan vs every filed plan by assets

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

$8,780,944 Top 47% higher than 53% 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

La Casa De Esperanza, 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. La Casa De Esperanza, Inc. 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • La Casa De Esperanza, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • La Casa De Esperanza, Inc. 401(k) Plan reported participants fell from 129 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391144446 · La Casa De Esperanza, Inc. PY 2024 · 401(k)

La Casa De Esperanza, Inc. 401(k) Plan · $9M · 124 · 53rd

  • EIN $9M
  • RANK 124
  • PHOTO 53rd
  • IND 401(k)
  • EOY near Autism Society of North Carolina 401(k) Profit Sharing Plan
  • 5500 ind #9851

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

La Casa De Esperanza, Inc. 401(k) Plan in the asset neighbourhood

La Casa De Esperanza, Inc. 401(k) PlanLa Casa De Esperanza, Inc. 4…$9MAutism Society of North Carolina 401(k) Profit Sharing PlanAutism Society of North Caro…$9MTrinitas Ventures, LLC 401(k) Profit Sharing PlanTrinitas Ventures, LLC 401(k…$9MHomebridge 403(b) Plan$9MNutmeg State Financial Credit Union 401(k) PlanNutmeg State Financial Credi…$9M
End-of-year total assets ($M) among La Casa De Esperanza, 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)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN391144446
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (La Casa De Esperanza, Inc.)

Sponsor-wide plan assets over time

All La Casa De Esperanza, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 47.21772485215682% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.96M $8.78M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 99 $6M
2023 1 129 $7M
2024 1 124 $9M

Nearby 401(k) Plans in Wisconsin

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

La Casa De Esperanza, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants La Casa De Esperanza, Inc. 401(k) Plan, Total assets ($B): 0.008780944 · Participants: 124La Casa De Esperanza, 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
La Casa De Esperanza, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

La Casa De Esperanza, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC ($9M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 La Casa De Esperanza, Inc. 401(k) Plan assets move in 2024?
La Casa De Esperanza, Inc. 401(k) Plan grew sharply - up 18.6% during 2024, from $7M to $9M. Reported net income was $1M.
How have La Casa De Esperanza, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), La Casa De Esperanza, Inc.'s sponsor-wide assets grew 47.2%, from $6M to $9M.
Which 401(k) plans are similar in size to La Casa De Esperanza, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC ($9M, 807 participants).
Which 401(k) plans cover a similar participant headcount to La Casa De Esperanza, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A in assets).