401(k) · DOL Form 5500 · 2024
WLCFS 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $35,178
- Avg per participant Low balance/head
Official DOL plan name: Wlcfs Retirement Readiness Plan · Sponsored by WLCFS · Wisconsin · Healthcare & Social Assistance
$6M in assets, 161 participants
WLCFS's Wlcfs Retirement Readiness Plan reported $6M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,077 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Wlcfs Retirement Readiness Plan covers 161 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.
- #8,077
- in Healthcare & Social Assistance (16,916 peers)
- -5.7%
- assets change YoY
The plan reported a net loss of $342K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wlcfs Retirement Readiness Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wlcfs Retirement Readiness Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,663,589 44th percentile higher than 44% 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
Wlcfs Retirement Readiness 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. Wlcfs Retirement Readiness Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wlcfs Retirement Readiness Plan reported net income fell from $1M in the plan year 2023 filing to -$342K in the plan year 2024 filing.
- Wlcfs Retirement Readiness Plan reported participants fell from 220 in the plan year 2023 filing to 161 in the plan year 2024 filing.
- Wlcfs Retirement Readiness Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391047224 · WLCFS PY 2024 · 401(k)
Wlcfs Retirement Readiness Plan · $6M · 161 · 44th
- PART $6M
- TYPE 161
- NET 44th
- BOOK 401(k)
- VS-ST near Nhe Pension Plan
- BOY ind #8077
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 →
Wlcfs Retirement Readiness Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$342K |
| Employer EIN | 391047224 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (WLCFS)
Sponsor-wide plan assets over time
All WLCFS plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 18.703360907039972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $5M |
| 2023 | 1 | 220 | $6M |
| 2024 | 1 | 161 | $6M |
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
Wlcfs Retirement Readiness Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Nhe Pension Plan in NJ ($6M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.