401(k) · DOL Form 5500 · 2024
Hand to Shoulder Center of Wisconsin, Ltd. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 110
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $235,192
- Avg per participant Above avg balance/head
Official DOL plan name: Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan · Sponsored by Hand to Shoulder Center of Wisconsin, Ltd. · Wisconsin · Healthcare & Social Assistance
$26M in assets, 110 participants
Hand to Shoulder Center of Wisconsin, Ltd.'s Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan reported $26M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,309 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan covers 110 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.
- #13,309
- in Healthcare & Social Assistance (16,916 peers)
- +3.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan's outsized position by total assets
Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,871,115 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hand to Shoulder Center of Wisconsin 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. Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $885K in the plan year 2024 filing.
- Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391627418 · Hand to Shoulder Center of Wisconsin, Ltd. PY 2024 · 401(k)
Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan · $26M · 110 · 75th
- PART $26M
- PART 110
- PART 75th
- PART 401(k)
- PART near Sequoia Holdings LLC 401(k) Profit Sharing Plan
- PART ind #13309
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 →
Hand to Shoulder Center of Wisconsin 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $885K |
| Employer EIN | 391627418 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hand to Shoulder Center of Wisconsin, Ltd.)
Sponsor-wide plan assets over time
All Hand to Shoulder Center of Wisconsin, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 15.070416991080538% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $22M |
| 2023 | 1 | 110 | $25M |
| 2024 | 1 | 110 | $26M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Hand to Shoulder Center of Wisconsin 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 Sequoia Holdings LLC 401(k) Profit Sharing Plan in VA ($26M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Sequoia Holdings LLC 401(k) Profit Sharing Plan (VA) $26M · 170
- Banesco USA 401(k) Plan (FL) $26M · 299
- Md Helicopters, LLC Voluntary Investment Plan (AZ) $26M · 323
- The Leading Hotels of the World, Ltd. 401(k) Plan (NY) $26M · 91
Similar participant headcount
Nearest other-state filings by covered participants (110 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.