401(k) · DOL Form 5500 · 2024

Erdman Company 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
89
Participants Small participant base
73rd
Percentile by assets National rank
$254,572
Avg per participant Above avg balance/head
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Official DOL plan name: Erdman Company Employees Profit Sharing/401(k) Plan · Sponsored by Erdman Company · Wisconsin · Construction

$23M in assets, 89 participants

Erdman Company's Erdman Company Employees Profit Sharing/401(k) Plan reported $23M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,456 in Construction (9,039 peers)

What the 2024 filing shows

Erdman Company Employees Profit Sharing/401(k) Plan holds $23M for 89 participants - about $254,572 per participant, above the median plan by assets.

#6,456
in Construction (9,039 peers)
-7.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Erdman Company Employees Profit Sharing/401(k) Plan's outsized position by total assets

Erdman Company Employees Profit Sharing/401(k) Plan vs every filed plan by assets

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

$22,656,912 Top 27% higher than 73% 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

Erdman Company Employees Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erdman Company Employees Profit Sharing/401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erdman Company Employees Profit Sharing/401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Erdman Company Employees Profit Sharing/401(k) Plan end-of-year assets fell from $25M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Erdman Company Employees Profit Sharing/401(k) Plan reported participants rose from 83 in the plan year 2023 filing to 89 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200511364 · Erdman Company PY 2024 · 401(k)

Erdman Company Employees Profit Sharing/401(k) Plan · $23M · 89 · 73rd

  • PHOTO $23M
  • IND 89
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near Rockland, Inc. Profit Sharing Plan
  • PCT ind #6456

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 Construction retirement plans → · Plans in Wisconsin →

Erdman Company Employees Profit Sharing/401(k) Plan in the asset neighbourhood

Erdman Company Employees Profit Sharing/401(k) PlanErdman Company Employees Pro…$23MRockland, Inc. Profit Sharing PlanRockland, Inc. Profit Sharin…$23MJoint Research and Development, LLC Employees' Retirement PlanJoint Research and Developme…$23MM. Bohlke Veneer Corporation Profit Sharing & 401(k) PlanM. Bohlke Veneer Corporation…$23MPpfa Retirement Plan$23M
End-of-year total assets ($M) among Erdman Company Employees Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN200511364
Plan Effective Date1958-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Erdman Company)

Sponsor-wide plan assets over time

All Erdman Company plans reported in each filing year

Latest sponsor-wide plan assets
$23M 1.4780480915271055% vs 2022
2024 filing year
$22M$23M$24M$25M 202220232024 $23M $22.7M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 84 $23M
2023 1 83 $25M
2024 1 89 $23M

Nearby 401(k) Plans in Wisconsin

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

Erdman Company Employees Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Erdman Company Employees Profit Sharing/401(k) Plan, Total assets ($B): 0.022656912 · Participants: 89Erdman Company Employees Profit Sharing/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
Erdman Company Employees Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Erdman Company Employees Profit Sharing/401(k) Plan side-by-side with 3 peers →

Erdman Company Employees Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rockland, Inc. Profit Sharing Plan in PA ($23M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Erdman Company Employees Profit Sharing/401(k) Plan assets move in 2024? ▼
Erdman Company Employees Profit Sharing/401(k) Plan pulled back noticeably - down 7.7% during 2024, from $25M to $23M. Reported net income was -$2M.
How have Erdman Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erdman Company's sponsor-wide assets declined 1.5%, from $23M to $23M.
Which 401(k) plans are similar in size to Erdman Company Employees Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockland, Inc. Profit Sharing Plan in PA ($23M, 537 participants).
Which 401(k) plans cover a similar participant headcount to Erdman Company Employees Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 200511364.

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.