401(k) · DOL Form 5500 · 2024

Namakagon Management LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
105
Participants Small participant base
41st
Percentile by assets National rank
$44,431
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Namakagon Management 401(k) Plan · Sponsored by Namakagon Management LLC · Wisconsin · Healthcare & Social Assistance

$5M in assets, 105 participants

Namakagon Management LLC's Namakagon Management 401(k) Plan reported $5M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,333 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Namakagon Management 401(k) Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#7,333
in Healthcare & Social Assistance (16,916 peers)
+22.2%
assets growth YoY

Namakagon Management 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Namakagon Management 401(k) Plan vs every filed plan by assets

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

$4,665,264 41st percentile higher than 41% 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

Namakagon Management 401(k) 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. Namakagon Management 401(k) Plan sits mid-pack in the medium band (105 participants).

Form 5500 schedule snapshot

Filing strip 463374621 · Namakagon Management LLC PY 2024 · 401(k)

Namakagon Management 401(k) Plan · $5M · 105 · 41st

  • BOOK $5M
  • VS-ST 105
  • BOY 41st
  • SCH 401(k)
  • EBSA near Penelope Retirement Pooled Employer Plan
  • PART ind #7333

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 →

Namakagon Management 401(k) Plan in the asset neighbourhood

Namakagon Management 401(k) PlanNamakagon Management 401(k) …$5MPenelope Retirement Pooled Employer PlanPenelope Retirement Pooled E…$5MMti Savings Plan$5MPlaza Associates, Inc. 401(k) Retirement PlanPlaza Associates, Inc. 401(k…$5MCadiz, Inc 401(k) Plan$5M
End-of-year total assets ($M) among Namakagon Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$849K
Employer EIN463374621
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Namakagon Management 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Namakagon Management 401(k) Plan, Total assets ($B): 0.004665264 · Participants: 105Namakagon Management 401(k) 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
Namakagon Management 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Namakagon Management 401(k) Plan side-by-side with 3 peers →

Namakagon Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Penelope Retirement Pooled Employer Plan in NY ($5M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Namakagon Management 401(k) Plan assets move in 2024? ▼
Namakagon Management 401(k) Plan grew sharply - up 22.2% during 2024, from $4M to $5M. Reported net income was $849K.
Which 401(k) plans are similar in size to Namakagon Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penelope Retirement Pooled Employer Plan in NY ($5M, 512 participants).
Which 401(k) plans cover a similar participant headcount to Namakagon Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 463374621.

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.