401(k) · DOL Form 5500 · 2024

Associated Physicians, LLP 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
144
Participants Small participant base
70th
Percentile by assets National rank
$140,379
Avg per participant Near avg balance/head
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Official DOL plan name: Associated Physicians, LLP 401(k) Plan · Sponsored by Associated Physicians, LLP · Wisconsin · Healthcare & Social Assistance

$20M in assets, 144 participants

Associated Physicians, LLP's Associated Physicians, LLP 401(k) Plan reported $20M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,663 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Associated Physicians, LLP 401(k) Plan covers 144 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#12,663
in Healthcare & Social Assistance (16,916 peers)
+18.3%
assets growth YoY

Associated Physicians, LLP 401(k) Plan's outsized position by total assets

Associated Physicians, LLP 401(k) Plan vs every filed plan by assets

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

$20,214,591 Top 30% higher than 70% 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

Associated Physicians, LLP 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. Associated Physicians, LLP 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Physicians, LLP 401(k) Plan reported net income rose from $536K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Associated Physicians, LLP 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Associated Physicians, LLP 401(k) Plan reported participants rose from 137 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391837462 · Associated Physicians, LLP PY 2024 · 401(k)

Associated Physicians, LLP 401(k) Plan · $20M · 144 · 70th

  • VS-ST $20M
  • BOY 144
  • SCH 70th
  • EBSA 401(k)
  • PART near South Community Inc. 401(k) Retirement Plan
  • TYPE ind #12663

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 →

Associated Physicians, LLP 401(k) Plan in the asset neighbourhood

South Community Inc. 401(k) Retirement PlanSouth Community Inc. 401(k) …$20MMars Electric Company 401(k) Savings PlanMars Electric Company 401(k)…$20MSpecialty Promotions, Inc. Retirement PlanSpecialty Promotions, Inc. R…$20MAssociated Physicians, LLP 401(k) PlanAssociated Physicians, LLP 4…$20MAmerican Integrity 401(k) PlanAmerican Integrity 401(k) Pl…$20M
End-of-year total assets ($M) among Associated Physicians, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN391837462
Plan Effective Date1968-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Physicians, LLP)

Sponsor-wide plan assets over time

All Associated Physicians, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.165441522634634% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $20.2M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 134 $17M
2023 1 137 $17M
2024 1 144 $20M

Nearby 401(k) Plans in Wisconsin

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

Associated Physicians, LLP 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Associated Physicians, LLP 401(k) Plan, Total assets ($B): 0.020214591 · Participants: 144Associated Physicians, LLP 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
Associated Physicians, LLP 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Associated Physicians, LLP 401(k) Plan side-by-side with 3 peers →

Associated Physicians, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is South Community Inc. 401(k) Retirement Plan in OH ($20M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Associated Physicians, LLP 401(k) Plan assets move in 2024? ▼
Associated Physicians, LLP 401(k) Plan grew sharply - up 18.3% during 2024, from $17M to $20M. Reported net income was $3M.
How have Associated Physicians, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Physicians, LLP's sponsor-wide assets grew 22.2%, from $17M to $20M.
Which 401(k) plans are similar in size to Associated Physicians, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Community Inc. 401(k) Retirement Plan in OH ($20M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Associated Physicians, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants, $17M 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 391837462.

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.