401(k) · DOL Form 5500 · 2024

Wipfli LLP 401(k) Plan

Data updated 2026-08-25

$811M
Total assets Above avg plan size
2,438
Participants Above avg headcount
98th
Percentile by assets National rank
$332,527
Avg per participant High balance/head
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Official DOL plan name: Wipfli LLP 401(k) Profit Sharing Plan · Sponsored by Wipfli LLP · Wisconsin · Professional & Technical Services

$811M in assets, 2,438 participants

Wipfli LLP's Wipfli LLP 401(k) Profit Sharing Plan reported $811M in total assets and 2,438 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,921 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Wipfli LLP 401(k) Profit Sharing Plan covers 2,438 participants in Wisconsin, 4.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $811M.

#19,921
in Professional & Technical Services (20,173 peers)
+7.8%
assets growth YoY
8.1×
vs typical plan assets (national mean)

Wipfli LLP 401(k) Profit Sharing Plan's outsized position by total assets

Wipfli LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$810,700,591 Top 2% higher than 98% 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

Wipfli LLP 401(k) Profit Sharing Plan'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. Wipfli LLP 401(k) Profit Sharing Plan lands in the large band (2,438 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wipfli LLP 401(k) Profit Sharing Plan reported net income fell from $118M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Wipfli LLP 401(k) Profit Sharing Plan end-of-year assets rose from $752M in the plan year 2023 filing to $811M in the plan year 2024 filing.
  • Wipfli LLP 401(k) Profit Sharing Plan reported participants rose from 2,377 in the plan year 2023 filing to 2,438 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390758449 · Wipfli LLP PY 2024 · 401(k)

Wipfli LLP 401(k) Profit Sharing Plan · $811M · 2,438 · 98th

  • EBSA $811M
  • EBSA 2,438
  • EBSA 98th
  • EBSA 401(k)
  • EBSA near Bausch & Lomb Americas Inc. Retirement Savings Plan
  • EBSA ind #19921

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 →

Wipfli LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Its USA Retirement Savings PlanIts USA Retirement Savings P…$811MBlack Hills Corporation 401(k) Retirement Savings PlanBlack Hills Corporation 401(…$811MWipfli LLP 401(k) Profit Sharing PlanWipfli LLP 401(k) Profit Sha…$811MBausch & Lomb Americas Inc. Retirement Savings PlanBausch & Lomb Americas Inc. …$811MHilltop Holdings Inc. 401(k) PlanHilltop Holdings Inc. 401(k)…$810M
End-of-year total assets ($M) among Wipfli LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$752M
Net Assets (End of Year)$811M
Net Income$59M
Employer EIN390758449
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wipfli LLP)

Sponsor-wide plan assets over time

All Wipfli LLP plans reported in each filing year

Latest sponsor-wide plan assets
$811M 27.848577983031554% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $634M $811M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 2,412 $634M
2023 1 2,377 $752M
2024 1 2,438 $811M

Nearby 401(k) Plans in Wisconsin

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

Wipfli LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 051015 Total assets ($B) Participants Wipfli LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.810700591 · Participants: 2438Wipfli LLP 401(k) Profit Sharing 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
Wipfli LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wipfli LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wipfli LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bausch & Lomb Americas Inc. Retirement Savings Plan in NJ ($811M); by covered participants it is Pxd 401(k) Plan for Non-Bargaining Pxd Location Employees in TX (2,438 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($811M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,438 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 Wipfli LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Wipfli LLP 401(k) Profit Sharing Plan grew at a solid clip - up 7.8% during 2024, from $752M to $811M. Reported net income was $59M.
How have Wipfli LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wipfli LLP's sponsor-wide assets grew 27.8%, from $634M to $811M.
Where does Wipfli LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wipfli LLP 401(k) Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Wipfli LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bausch & Lomb Americas Inc. Retirement Savings Plan in NJ ($811M, 5,054 participants).
Which 401(k) plans cover a similar participant headcount to Wipfli LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pxd 401(k) Plan for Non-Bargaining Pxd Location Employees in TX (2,438 participants, $626M 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 390758449.

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.