401(k) · DOL Form 5500 · 2024

Cost of Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
208
Participants Below avg headcount
63rd
Percentile by assets National rank
$66,007
Avg per participant Below avg balance/head
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Official DOL plan name: Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan · Sponsored by Cost of Wisconsin, Inc. · Wisconsin · Construction

$14M in assets, 208 participants

Cost of Wisconsin, Inc.'s Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,506 in Construction (9,039 peers)

Coverage in Wisconsin

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan covers 208 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#5,506
in Construction (9,039 peers)
+3.4%
assets growth YoY

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,729,548 Top 37% higher than 63% 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

Cost of Wisconsin, Inc. 401(k) Profit Sharing 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. Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $446K in the plan year 2024 filing.
  • Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan reported participants rose from 163 in the plan year 2023 filing to 208 in the plan year 2024 filing.
  • Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391089478 · Cost of Wisconsin, Inc. PY 2024 · 401(k)

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan · $14M · 208 · 63rd

  • SCH $14M
  • EBSA 208
  • PART 63rd
  • TYPE 401(k)
  • NET near Foley Products Company, LLC 401(k) Plan
  • BOOK ind #5506

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 Construction retirement plans → · Plans in Wisconsin →

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cost of Wisconsin, Inc. 401(k) Profit Sharing PlanCost of Wisconsin, Inc. 401(…$14MFoley Products Company, LLC 401(k) PlanFoley Products Company, LLC …$14MEmergence Health Holdings Retirement PlanEmergence Health Holdings Re…$14MHecny America, Inc. 401(k) Retirement PlanHecny America, Inc. 401(k) R…$14MAntigua Group, Inc. 401(k) PlanAntigua Group, Inc. 401(k) P…$14M
End-of-year total assets ($M) among Cost of Wisconsin, Inc. 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)$13M
Net Assets (End of Year)$14M
Net Income$446K
Employer EIN391089478
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cost of Wisconsin, Inc.)

Sponsor-wide plan assets over time

All Cost of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.85943314346962% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $13.7M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 142 $10M
2023 1 163 $13M
2024 1 208 $14M

Nearby 401(k) Plans in Wisconsin

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

Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013729548 · Participants: 208Cost of Wisconsin, Inc. 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
Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cost of Wisconsin, Inc. 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 Foley Products Company, LLC 401(k) Plan in GA ($14M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan edged up modestly - up 3.4% during 2024, from $13M to $14M. Reported net income was $446K.
How have Cost of Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cost of Wisconsin, Inc.'s sponsor-wide assets grew 34.9%, from $10M to $14M.
Which 401(k) plans are similar in size to Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foley Products Company, LLC 401(k) Plan in GA ($14M, 403 participants).
Which 401(k) plans cover a similar participant headcount to Cost of Wisconsin, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M 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 391089478.

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.