401(k) · DOL Form 5500 · 2023

Worzalla, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
297
Participants Below avg headcount
82nd
Percentile by assets National rank
$124,819
Avg per participant Near avg balance/head
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Official DOL plan name: Worzalla Associates Investment Trust · Sponsored by Worzalla, Inc. · Wisconsin · Manufacturing

$37M in assets, 297 participants

Worzalla, Inc.'s Worzalla Associates Investment Trust reported $37M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,964 in Manufacturing (18,722 peers)

Where Worzalla Associates Investment Trust sits by assets

Worzalla Associates Investment Trust sits in the top quartile of all filed plans by assets, $37M for 297 participants (~$124,819/participant), up 11.2% in 2023.

#13,964
in Manufacturing (18,722 peers)
+11.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Worzalla Associates Investment Trust's outsized position by total assets

Worzalla Associates Investment Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$37,071,235 Top 18% higher than 82% of 127,068 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 2023

Worzalla Associates Investment Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worzalla Associates Investment Trust sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Worzalla Associates Investment Trust reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Worzalla Associates Investment Trust end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Worzalla Associates Investment Trust reported participants rose from 278 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390722190 · Worzalla, Inc. PY 2023 · 401(k)

Worzalla Associates Investment Trust · $37M · 297 · 82nd

  • PART $37M
  • TYPE 297
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near Preco Inc. Profit Sharing/401(k) Savings Plan
  • BOY ind #13964

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 →

Worzalla Associates Investment Trust in the asset neighbourhood

Global Shop Solutions, Inc. 401(k) PlanGlobal Shop Solutions, Inc. …$37MWorzalla Associates Investment TrustWorzalla Associates Investme…$37MPreco Inc. Profit Sharing/401(k) Savings PlanPreco Inc. Profit Sharing/40…$37MBoman & Kemp Manufacturing, Inc. 401(k) Retirement Savings PlanBoman & Kemp Manufacturing, …$37MBaton Rouge Cardiology Center, LLC Profit Sharing PlanBaton Rouge Cardiology Cente…$37M
End-of-year total assets ($M) among Worzalla Associates Investment Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN390722190
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worzalla, Inc.)

Sponsor-wide plan assets over time

All Worzalla, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 40.80214276182096% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $77.6M $45.9M ▼ -40.8%
Year Plans Participants Total Assets
2022 2 588 $78M
2023 2 604 $78M
2024 2 438 $46M

Nearby 401(k) Plans in Wisconsin

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

Worzalla Associates Investment Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Worzalla Associates Investment Trust, Total assets ($B): 0.037071235 · Participants: 297Worzalla Associates Investment TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Worzalla Associates Investment Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Worzalla Associates Investment Trust side-by-side with 3 peers →

Worzalla Associates Investment Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Preco Inc. Profit Sharing/401(k) Savings Plan in KS ($37M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Worzalla Associates Investment Trust assets move in 2023? ▼
Worzalla Associates Investment Trust grew at a solid clip - up 11.2% during 2023, from $33M to $37M. Reported net income was $4M.
How have Worzalla, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worzalla, Inc.'s sponsor-wide assets declined 40.8%, from $78M to $46M.
Where does Worzalla Associates Investment Trust rank by assets among Form 5500 filers? ▼
Worzalla Associates Investment Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Worzalla Associates Investment Trust? ▼
Among 401(k) plans in other states, the closest by assets is Preco Inc. Profit Sharing/401(k) Savings Plan in KS ($37M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Worzalla Associates Investment Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390722190.

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.