401(k) · DOL Form 5500 · 2024

Erdman Company 401(k) Plan

Data updated 2026-08-11

$23M
Total assets
89
Participants
73rd
Percentile by assets
$254,572
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$23M
total plan assets (2024 EOY)
89
covered participants
73rd
percentile by assets (of 123,622 plans)
$254,572
avg assets per participant

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.

Where Erdman Company Employees Profit Sharing/401(k) Plan sits 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 $2,010,000,000 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

  • 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 →

State
Wisconsin
Industry
Construction

401(k) filing for Erdman Company Employees Profit Sharing/401(k) Plan

401(k) filing for plan year 2024: EIN 200511364 ; effective since 1958-04-28 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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)

$22M$23M$24M$25M 202220232024 $23M $22.7M ▼ -1.5%
Total plan assets by year, all Erdman Company plans on file
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 ($B) Participants Erdman Company Emplo…, Total assets ($B): 0.022656912 · Participants: 89Erdman Company Emplo…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 …
Erdman Company Employees Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Erdman Company Employees Profit Sharing/… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Erdman Company Employees Profit Sharing/401(k) Plan by total assets, not by location.

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).

Next read for Erdman Company Employees Profit Sharing/…

Filing takeaways

Ways to act on Erdman Company Employees Profit Sharing/401(k) Plan's numbers.

  • By total assets, Erdman Company Employees Profit Sharing/401(k) Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Erdman Company's sponsor-wide assets have declined 1.5% since 2022 across 3 plan years on file. More Construction 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 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.