401(k) · DOL Form 5500 · 2024

A.B. Data, Ltd. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
273
Participants Below avg headcount
72nd
Percentile by assets National rank
$81,191
Avg per participant Below avg balance/head
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Official DOL plan name: A.B. Data Group Retirement and Savings Plan · Sponsored by A.B. Data, Ltd. · Wisconsin · Professional & Technical Services

$22M in assets, 273 participants

A.B. Data, Ltd.'s A.B. Data Group Retirement and Savings Plan reported $22M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,464 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

A.B. Data Group Retirement and Savings Plan covers 273 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $22M.

#14,464
in Professional & Technical Services (20,173 peers)
+18.4%
assets growth YoY

A.B. Data Group Retirement and Savings Plan's outsized position by total assets

A.B. Data Group Retirement and Savings Plan vs every filed plan by assets

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

$22,165,051 Top 28% higher than 72% 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

A.B. Data Group Retirement and 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. A.B. Data Group Retirement and Savings Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A.B. Data Group Retirement and Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • A.B. Data Group Retirement and Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • A.B. Data Group Retirement and Savings Plan reported participants rose from 270 in the plan year 2023 filing to 273 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391398000 · A.B. Data, Ltd. PY 2024 · 401(k)

A.B. Data Group Retirement and Savings Plan · $22M · 273 · 72nd

  • ASSETS $22M
  • PCT 273
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Romano Auto Network 401(k) Plan
  • IND ind #14464

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

A.B. Data Group Retirement and Savings Plan in the asset neighbourhood

A.B. Data Group Retirement and Savings PlanA.B. Data Group Retirement a…$22MJohn M. Glover Agency 401(k) Retirement PlanJohn M. Glover Agency 401(k)…$22MThe Urology Center, P.C. 401(k) Plan and TrustThe Urology Center, P.C. 401…$22MRomano Auto Network 401(k) PlanRomano Auto Network 401(k) P…$22MCentral Texas Iron Works Profit Sharing 401(k) PlanCentral Texas Iron Works Pro…$22M
End-of-year total assets ($M) among A.B. Data Group Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN391398000
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.B. Data, Ltd.)

Sponsor-wide plan assets over time

All A.B. Data, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 43.210645414294554% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.5M $22.2M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 255 $15M
2023 1 270 $19M
2024 1 273 $22M

Nearby 401(k) Plans in Wisconsin

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

A.B. Data Group Retirement and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants A.B. Data Group Retirement and Savings Plan, Total assets ($B): 0.022165051 · Participants: 273A.B. Data Group Retirement and Savings 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
A.B. Data Group Retirement and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare A.B. Data Group Retirement and Savings Plan side-by-side with 3 peers →

A.B. Data Group Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Romano Auto Network 401(k) Plan in NY ($22M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 A.B. Data Group Retirement and Savings Plan assets move in 2024? ▼
A.B. Data Group Retirement and Savings Plan grew sharply - up 18.4% during 2024, from $19M to $22M. Reported net income was $3M.
How have A.B. Data, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.B. Data, Ltd.'s sponsor-wide assets grew 43.2%, from $15M to $22M.
Which 401(k) plans are similar in size to A.B. Data Group Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Romano Auto Network 401(k) Plan in NY ($22M, 333 participants).
Which 401(k) plans cover a similar participant headcount to A.B. Data Group Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Beef Group, LP 401(k) Plan in TX (273 participants, $1M 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 391398000.

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.