401(k) · DOL Form 5500 · 2024

Happy Be Lucky, Inc. 401(k) Plan

Data updated 2026-08-25

$10K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$3,418
Avg per participant Low balance/head
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Official DOL plan name: Happy Be Lucky, Inc. 401(k) Profit Sharing Plan · Sponsored by Happy Be Lucky, Inc. · Wisconsin · Other Services

$10K in assets, 3 participants

Happy Be Lucky, Inc.'s Happy Be Lucky, Inc. 401(k) Profit Sharing Plan reported $10K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #234 in Other Services (7,719 peers)

Happy Be Lucky, Inc. multi-year trail

Happy Be Lucky, Inc.'s plans moved -89.0% in assets from 2022 to 2024; this filing shows Happy Be Lucky, Inc. 401(k) Profit Sharing Plan at $10K / 3 participants.

#234
in Other Services (7,719 peers)
-87.8%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,254 1st percentile higher than 1% 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

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Happy Be Lucky, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Happy Be Lucky, Inc. 401(k) Profit Sharing Plan reported net income fell from -$10K in the plan year 2023 filing to -$73K in the plan year 2024 filing.
  • Happy Be Lucky, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $84K in the plan year 2023 filing to $10K in the plan year 2024 filing.
  • Happy Be Lucky, Inc. 401(k) Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843130532 · Happy Be Lucky, Inc. PY 2024 · 401(k)

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan · $10K · 3 · 1st

  • RANK $10K
  • PHOTO 3
  • IND 1st
  • EOY 401(k)
  • 5500 near Team Ahr, LLC Multiple Employer 401(k) Plan
  • ASSETS ind #234

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 Other Services retirement plans → · Plans in Wisconsin →

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Happy Be Lucky, Inc. 401(k) Profit Sharing PlanHappy Be Lucky, Inc. 401(k) …$10KTeam Ahr, LLC Multiple Employer 401(k) PlanTeam Ahr, LLC Multiple Emplo…$10KWelsh Construction Inc 401(k) Profit Sharing Plan & TrustWelsh Construction Inc 401(k…$10KAlltech Solution Inc 401(k) PlanAlltech Solution Inc 401(k) …$10KWeb Star Corporation 401(k) PlanWeb Star Corporation 401(k) …$10K
End-of-year total assets ($M) among Happy Be Lucky, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Happy Be Lucky, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Happy Be Lucky, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10K 89.03069138523091% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.09M $0.01M ▼ -88.9%
Year Plans Participants Total Assets
2022 1 7 $93K
2023 1 6 $84K
2024 1 3 $10K

Happy Be Lucky, Inc. filing trail (2024)

Total Assets (Beginning of Year)$84K
Net Assets (End of Year)$10K
Net Income-$73K
Employer EIN843130532
Plan Effective Date2019-09-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Happy Be Lucky, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000010254 · Participants: 3Happy Be Lucky, Inc. 401(k) Profit Sharing 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
Happy Be Lucky, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Happy Be Lucky, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Happy Be Lucky, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Team Ahr, LLC Multiple Employer 401(k) Plan in CA ($10K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Happy Be Lucky, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Happy Be Lucky, Inc. 401(k) Profit Sharing Plan contracted severely - down 87.8% during 2024, from $84K to $10K. Reported net income was -$73K.
How have Happy Be Lucky, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Happy Be Lucky, Inc.'s sponsor-wide assets declined 89.0%, from $93K to $10K.
Where does Happy Be Lucky, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Happy Be Lucky, Inc. 401(k) Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Happy Be Lucky, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Team Ahr, LLC Multiple Employer 401(k) Plan in CA ($10K, 5,451 participants).
Which 401(k) plans cover a similar participant headcount to Happy Be Lucky, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 843130532.

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.