401(k) · DOL Form 5500 · 2024
Ellsworth Corporation 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 660
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $125,184
- Avg per participant Near avg balance/head
Official DOL plan name: Ellsworth Corporation 401(k) Savings Plan · Sponsored by Ellsworth Corporation · Wisconsin · Wholesale Trade
$83M in assets, 660 participants
Ellsworth Corporation's Ellsworth Corporation 401(k) Savings Plan reported $83M in total assets and 660 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #5,511 in Wholesale Trade (6,080 peers)
Where Ellsworth Corporation 401(k) Savings Plan sits by assets
Ellsworth Corporation 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $83M for 660 participants (~$125,184/participant), up 12.4% in 2024.
- #5,511
- in Wholesale Trade (6,080 peers)
- +12.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Ellsworth Corporation 401(k) Savings Plan's outsized position by total assets
Ellsworth Corporation 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$82,621,437 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ellsworth Corporation 401(k) Savings 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. Ellsworth Corporation 401(k) Savings Plan sits mid-pack in the medium band (660 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ellsworth Corporation 401(k) Savings Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Ellsworth Corporation 401(k) Savings Plan end-of-year assets rose from $74M in the plan year 2023 filing to $83M in the plan year 2024 filing.
- Ellsworth Corporation 401(k) Savings Plan reported participants rose from 606 in the plan year 2023 filing to 660 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391225837 · Ellsworth Corporation PY 2024 · 401(k)
Ellsworth Corporation 401(k) Savings Plan · $83M · 660 · 89th
- 5500 $83M
- 5500 660
- 5500 89th
- 5500 401(k)
- 5500 near Election Systems & Software, LLC 401(k) Plan
- 5500 ind #5511
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Ellsworth Corporation 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $9M |
| Employer EIN | 391225837 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ellsworth Corporation)
Sponsor-wide plan assets over time
All Ellsworth Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 34.348664950843016% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 512 | $61M |
| 2023 | 1 | 606 | $74M |
| 2024 | 1 | 660 | $83M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Ellsworth Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Election Systems & Software, LLC 401(k) Plan in NE ($83M); by covered participants it is Liberated Brands, LLC 401(k) Plan in CA (660 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (660 participants); asset peers above are excluded.
- Liberated Brands, LLC 401(k) Plan (CA) 660 · 0 off
- Numerica Credit Union Retirement Plan (WA) 660 · 0 off
- Ameriqual 401(k) Plan (IN) 660 · 0 off
- Retirement Savings at Velcro 401(k) Plan (NH) 660 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.