401(k) · DOL Form 5500 · 2024

Southwestern Wisconsin Community Action Program, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 133
Participants Small participant base: 39th
Percentile by assets National rank: $31,810
Avg per participant Low balance/head

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Official DOL plan name: Southwestern Wisconsin Community Action Program, Inc. Retirement Plan · Sponsored by Southwestern Wisconsin Community Action Program, Inc. · Wisconsin · Healthcare & Social Assistance

$4M in assets, 133 participants

Southwestern Wisconsin Community Action Program, Inc.'s Southwestern Wisconsin Community Action Program, Inc. Retirement Plan reported $4M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

#6,968 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan covers 133 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#6,968
in Healthcare & Social Assistance (16,916 peers): -12.1%
assets change YoY

The plan reported a net loss of $585K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan vs every filed plan by assets

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

$4,230,763 39th percentile higher than 39% 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

Southwestern Wisconsin Community Action Program, Inc. Retirement 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. Southwestern Wisconsin Community Action Program, Inc. Retirement Plan sits mid-pack in the medium band (133 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan reported net income fell from $34K in the plan year 2023 filing to -$585K in the plan year 2024 filing.
Southwestern Wisconsin Community Action Program, Inc. Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Southwestern Wisconsin Community Action Program, Inc. Retirement Plan reported participants fell from 142 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391053511 · Southwestern Wisconsin Community Action Program, Inc. PY 2024 · 401(k)

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan · $4M · 133 · 39th

5500 $4M
ASSETS 133
PCT 39th
EIN 401(k)
RANK near Continental Datalabel, Inc. 401(k) Plan
PHOTO ind #6968

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 →

End-of-year total assets ($M) among Southwestern Wisconsin Community Action Program, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$4M
Net Income	-$585K
Employer EIN	391053511
Plan Effective Date	2007-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Southwestern Wisconsin Community Action Program, Inc.)

Latest sponsor-wide plan assets: $4M 11.518764782119224% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	136	$5M
2023	1	142	$5M
2024	1	133	$4M

Nearby 401(k) Plans in Wisconsin

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

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Compare Southwestern Wisconsin Community Action Program, Inc. Retirement Plan side-by-side with 3 peers →

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Continental Datalabel, Inc. 401(k) Plan in IL ($4M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Continental Datalabel, Inc. 401(k) Plan (IL) $4M · 112
The Alinea Group 401(k) Plan (IL) $4M · 319
North Shore Printers, Inc. Employee Retirement Plan & Trust (IL) $4M · 3
Godfrey & Wing, LLC Retirement Savings Plan (OH) $4M · 96

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan (AZ) 133 · 0 off
Amerikooler 401(k) Plan (FL) 133 · 0 off
Marketlab Research, Inc. 401(k) Profit Sharing Plan (PA) 133 · 0 off
Dutchland Inc. 401(k) Profit Sharing Plan (PA) 133 · 0 off

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 Southwestern Wisconsin Community Action Program, Inc. Retirement Plan assets move in 2024? ▼

Southwestern Wisconsin Community Action Program, Inc. Retirement Plan pulled back noticeably - down 12.1% during 2024, from $5M to $4M. Reported net income was -$585K.

How have Southwestern Wisconsin Community Action Program, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southwestern Wisconsin Community Action Program, Inc.'s sponsor-wide assets declined 11.5%, from $5M to $4M.

Which 401(k) plans are similar in size to Southwestern Wisconsin Community Action Program, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Continental Datalabel, Inc. 401(k) Plan in IL ($4M, 112 participants).

Which 401(k) plans cover a similar participant headcount to Southwestern Wisconsin Community Action Program, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 391053511.