401(k) · DOL Form 5500 · 2024
Wipfli LLP 401(k) Plan
Data updated 2026-08-11
- $811M
- Total assets
- 2,438
- Participants
- 98th
- Percentile by assets
- $332,527
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $811M
- total plan assets (2024 EOY)
- 2,438
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $332,527
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Wipfli LLP 401(k) Profit Sharing Plan reports 2,438 participants - 4.3x that state average ($811M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $752M |
|---|---|
| Net Assets (End of Year) | $811M |
| Net Income | $59M |
| Employer EIN | 390758449 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wipfli LLP)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wipfli LLP 401(k) Profit Sharing Plan by total assets, not by location.
- Bausch & Lomb Americas Inc. Retirement Savings Plan (NJ) $811M · 5,054
- Black Hills Corporation 401(k) Retirement Savings Plan (SD) $811M · 2,881
- Its USA Retirement Savings Plan (TX) $811M · 6,219
- Hilltop Holdings Inc. 401(k) Plan (TX) $810M · 3,880
Frequently Asked Questions
How did Wipfli LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
How have Wipfli LLP plan assets changed over time? ▼
Where does Wipfli LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wipfli LLP 401(k) Profit Sharing Plan? ▼
Next read for Wipfli LLP 401(k) Profit Sharing Plan
Filing takeaways
Ways to act on Wipfli LLP 401(k) Profit Sharing Plan's numbers.
- By total assets, Wipfli LLP 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Wipfli LLP's sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans