401(k) · DOL Form 5500 · 2024

Complete Office, LLC 401(k) Plan

Data updated 2026-08-11

$74M
Total assets
1,232
Participants
88th
Percentile by assets
$59,951
Avg per participant
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Official DOL plan name: Complete Office 401(k) Plan and Trust · Sponsored by Complete Office, LLC · Wisconsin · Retail Trade

$74M in assets, 1,232 participants

Complete Office, LLC's Complete Office 401(k) Plan and Trust reported $74M in total assets and 1,232 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #7,509 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Complete Office 401(k) Plan and Trust covers 1,232 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $74M.

$74M
total plan assets (2024 EOY)
1,232
covered participants
88th
percentile by assets (of 123,622 plans)
$59,951
avg assets per participant

Where Complete Office 401(k) Plan and Trust sits by total assets

Complete Office 401(k) Plan and Trust vs every filed plan by assets

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

$73,859,773 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Complete Office 401(k) Plan and Trust reported participants rose from 380 in the plan year 2023 filing to 1,232 in the plan year 2024 filing.
  • Complete Office 401(k) Plan and Trust end-of-year assets rose from $64M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Complete Office 401(k) Plan and Trust reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Retail Trade

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Complete Office 401(k) Plan and Trust reports 1,232 participants - 2.2x that state average ($74M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$74M
Net Income$9M
Employer EIN912197470
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Complete Office, LLC)

$0M$20M$40M$60M$80M 202220232024 $22.4M $73.9M ▲ +230.5%
Total plan assets by year, all Complete Office, LLC plans on file
Year Plans Participants Total Assets
2022 1 418 $22M
2023 1 380 $64M
2024 1 1,232 $74M

Nearby 401(k) Plans in Wisconsin

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

Complete Office 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Complete Office 401(…, Total assets ($B): 0.073859773 · Participants: 1232Complete Office 401(…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
Complete Office 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Complete Office 401(k) Plan and Trust side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Complete Office 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Complete Office 401(k) Plan and Trust assets move in 2024? ▼
Complete Office 401(k) Plan and Trust grew at a solid clip - up 14.6% during 2024, from $64M to $74M. Reported net income was $9M.
How have Complete Office, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Complete Office, LLC's sponsor-wide assets grew 230.4%, from $22M to $74M.
Where does Complete Office 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Complete Office 401(k) Plan and Trust ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Complete Office 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Butler Weihmuller Katz Craig LLP Retirement Savings Plan in FL ($74M, 342 participants).

Next read for Complete Office 401(k) Plan and Trust

Filing takeaways

Ways to act on Complete Office 401(k) Plan and Trust's numbers.

  • By total assets, Complete Office 401(k) Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Complete Office, LLC's sponsor-wide assets have grown 230.4% since 2022 across 3 plan years on file. More Retail Trade plans

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 912197470.

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.