401(k) · DOL Form 5500 · 2024
Ho-Chunk Nation 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 2,234
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $38,296
- Avg per participant Low balance/head
Official DOL plan name: Ho-Chunk Nation 401(k) Plan & Trust · Sponsored by Ho-Chunk Nation · Wisconsin · Arts, Entertainment & Recreation
$86M in assets, 2,234 participants
Ho-Chunk Nation's Ho-Chunk Nation 401(k) Plan & Trust reported $86M in total assets and 2,234 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.
- #2,761 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Wisconsin
Ho-Chunk Nation 401(k) Plan & Trust covers 2,234 participants in Wisconsin, 4.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $86M.
- #2,761
- in Arts, Entertainment & Recreation (2,921 peers)
- +18.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Ho-Chunk Nation 401(k) Plan & Trust's outsized position by total assets
Ho-Chunk Nation 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,553,033 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
Ho-Chunk Nation 401(k) Plan & Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ho-Chunk Nation 401(k) Plan & Trust lands in the large band (2,234 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ho-Chunk Nation 401(k) Plan & Trust reported net income rose from $9M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Ho-Chunk Nation 401(k) Plan & Trust end-of-year assets rose from $72M in the plan year 2023 filing to $86M in the plan year 2024 filing.
- Ho-Chunk Nation 401(k) Plan & Trust reported participants rose from 2,190 in the plan year 2023 filing to 2,234 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391140880 · Ho-Chunk Nation PY 2024 · 401(k)
Ho-Chunk Nation 401(k) Plan & Trust · $86M · 2,234 · 89th
- NET $86M
- NET 2,234
- NET 89th
- NET 401(k)
- NET near Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan
- NET ind #2761
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 Arts, Entertainment & Recreation retirement plans → · Plans in Wisconsin →
Ho-Chunk Nation 401(k) Plan & Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $14M |
| Employer EIN | 391140880 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ho-Chunk Nation)
Sponsor-wide plan assets over time
All Ho-Chunk Nation plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 35.67792493434127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,954 | $63M |
| 2023 | 1 | 2,190 | $72M |
| 2024 | 1 | 2,234 | $86M |
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
Ho-Chunk Nation 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing Plan in WA ($86M); by covered participants it is Senior Operations LLC 401(k) Profit Sharing Investment Plan in IL (2,234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,234 participants); asset peers above are excluded.
- Senior Operations LLC 401(k) Profit Sharing Investment Plan (IL) 2,234 · 0 off
- Sage Dining Services, Inc. 401(k) Plan (MD) 2,234 · 0 off
- Carr, Riggs & Ingram Capital, LLC 401(k) Plan & Trust (AL) 2,234 · 0 off
- Lcb Senior Living LLC 401(k) Profit Sharing Plan (MA) 2,235 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.