401(k) · DOL Form 5500 · 2024

Complete Office, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
1,232
Participants Near avg headcount
88th
Percentile by assets National rank
$59,951
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,509
in Retail Trade (8,048 peers)
+14.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Complete Office 401(k) Plan and Trust's outsized position 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 $2,050,000,000 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

Complete Office 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Complete Office 401(k) Plan and Trust lands in the large band (1,232 participants).

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 →

Plan-year Form 5500 strip

Filing strip 912197470 · Complete Office, LLC PY 2024 · 401(k)

Complete Office 401(k) Plan and Trust · $74M · 1,232 · 88th

  • BOOK $74M
  • BOOK 1,232
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near Butler Weihmuller Katz Craig LLP Retirement Savings Plan
  • BOOK ind #7509

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 Retail Trade retirement plans → · Plans in Wisconsin →

Complete Office 401(k) Plan and Trust in the asset neighbourhood

Healthcare South Retirement PlanHealthcare South Retirement …$74MComplete Office 401(k) Plan and TrustComplete Office 401(k) Plan …$74MButler Weihmuller Katz Craig LLP Retirement Savings PlanButler Weihmuller Katz Craig…$74MThe Seattle Mariners 401(k) PlanThe Seattle Mariners 401(k) …$74MTower Hill Insurance Group, LLC 401(k) PlanTower Hill Insurance Group, …$74M
End-of-year total assets ($M) among Complete Office 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Complete Office, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 230.4448017240091% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $22.4M $73.9M ▲ +230.5%
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 ($B) Participants Complete Office 401(k) Plan and Trust, Total assets ($B): 0.073859773 · Participants: 1232Complete Office 401(k) Plan and TrustAdvocate 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
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 →

Complete Office 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Butler Weihmuller Katz Craig LLP Retirement Savings Plan in FL ($74M); by covered participants it is The Imagine Group 401(k) Savings Plan in MN (1,232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,232 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 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).
Which 401(k) plans cover a similar participant headcount to Complete Office 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Imagine Group 401(k) Savings Plan in MN (1,232 participants, $116M 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 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.