401(k) · DOL Form 5500 · 2024
Stak Enterprises Inc. 401(k) Plan
Data updated 2026-08-25
- $8K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $7,518
- Avg per participant Low balance/head
Official DOL plan name: Stak Enterprises 401(k) · Sponsored by Stak Enterprises Inc. · Wisconsin · Real Estate
$8K in assets, 1 participants
Stak Enterprises Inc.'s Stak Enterprises 401(k) reported $8K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #75 in Real Estate (4,605 peers)
Stak Enterprises Inc. multi-year trail
Stak Enterprises Inc.'s plans moved -94.5% in assets from 2022 to 2024; this filing shows Stak Enterprises 401(k) at $8K / 1 participant.
- #75
- in Real Estate (4,605 peers)
- -87.1%
- assets change YoY
The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stak Enterprises 401(k) among the smaller filed plans by assets
Stak Enterprises 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,518 1st percentile higher than 1% 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
Stak Enterprises 401(k) among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stak Enterprises 401(k) is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stak Enterprises 401(k) end-of-year assets fell from $58K in the plan year 2023 filing to $8K in the plan year 2024 filing.
- Stak Enterprises 401(k) reported net income rose from -$78K in the plan year 2023 filing to -$51K in the plan year 2024 filing.
DOL schedule card
Filing strip 921042531 · Stak Enterprises Inc. PY 2024 · 401(k)
Stak Enterprises 401(k) · $8K · 1 · 1st
- 5500 $8K
- 5500 1
- 5500 1st
- 5500 401(k)
- 5500 near Porter and Porter Inc. 401(k) Plan
- 5500 ind #75
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 Real Estate retirement plans → · Plans in Wisconsin →
Stak Enterprises 401(k) in the asset neighbourhood
Stak Enterprises Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Stak Enterprises Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8K 94.50064736992253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $137K |
| 2023 | 1 | 1 | $58K |
| 2024 | 1 | 1 | $8K |
Stak Enterprises Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $58K |
|---|---|
| Net Assets (End of Year) | $8K |
| Net Income | -$51K |
| Employer EIN | 921042531 |
| Plan Effective Date | 2022-11-16 |
| Filing Status | FILING RECEIVED |
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
Stak Enterprises 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Porter and Porter Inc. 401(k) Plan in CA ($8K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8K here).
- Porter and Porter Inc. 401(k) Plan (CA) $8K · 2
- Patrick & Garrett, Inc. 401(k) Plan (NY) $7K · 2
- 3three3, Inc. 401(k) Plan (NY) $8K · 1
- Xni 401(k) (TX) $7K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.