401(k) · DOL Form 5500 · 2024

Sva Certified Public Accountants, S.C. 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
202
Participants Below avg headcount
91st
Percentile by assets National rank
$544,954
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan · Sponsored by Sva Certified Public Accountants, S.C. · Wisconsin · Professional & Technical Services

$110M in assets, 202 participants

Sva Certified Public Accountants, S.C.'s Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan reported $110M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,618 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan covers 202 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $110M.

#18,618
in Professional & Technical Services (20,173 peers)
-0.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $993K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$110,080,631 Top 9% higher than 91% 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

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing 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. Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to -$993K in the plan year 2024 filing.
  • Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan reported participants fell from 210 in the plan year 2023 filing to 202 in the plan year 2024 filing.
  • Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan end-of-year assets fell from $111M in the plan year 2023 filing to $110M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391203191 · Sva Certified Public Accountants, S.C. PY 2024 · 401(k)

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan · $110M · 202 · 91st

  • TYPE $110M
  • NET 202
  • BOOK 91st
  • VS-ST 401(k)
  • BOY near Global Industrial Company 401(k) Plan
  • SCH ind #18618

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 →

Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Glen Raven, Inc. Employees 401(k) Retirement Savings PlanGlen Raven, Inc. Employees 4…$110MGlobal Industrial Company 401(k) PlanGlobal Industrial Company 40…$110MSva Certified Public Accountants, S.C. 401(k) Profit Sharing PlanSva Certified Public Account…$110MAthena Health Care Associates, Inc. 401(k) PlanAthena Health Care Associate…$110MHexpol Retirement Savings PlanHexpol Retirement Savings Pl…$110M
End-of-year total assets ($M) among Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$110M
Net Income-$993K
Employer EIN391203191
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sva Certified Public Accountants, S.C.)

Sponsor-wide plan assets over time

All Sva Certified Public Accountants, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$110M 4.9212362281420665% vs 2022
2024 filing year
$104M$106M$108M$110M$112M 202220232024 $105M $110M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 225 $105M
2023 1 210 $111M
2024 1 202 $110M

Nearby 401(k) Plans in Wisconsin

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

Sva Certified Public Accountants, S.C. 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 ($B) Participants Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.110080631 · Participants: 202Sva Certified Public Accountants, S.C. 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
Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sva Certified Public Accountants, S.C. 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 Global Industrial Company 401(k) Plan in NY ($110M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($110M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan held essentially flat - down 0.9% during 2024, from $111M to $110M. Reported net income was -$993K.
How have Sva Certified Public Accountants, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sva Certified Public Accountants, S.C.'s sponsor-wide assets grew 4.9%, from $105M to $110M.
Where does Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Industrial Company 401(k) Plan in NY ($110M, 1,195 participants).
Which 401(k) plans cover a similar participant headcount to Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 391203191.

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.