401(k) · DOL Form 5500 · 2022

Wms Group, P.C. 401(k) Plan

Data updated 2026-08-25

$892K
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$178,424
Avg per participant Above avg balance/head
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Official DOL plan name: Wms Group, P.C. Profit Sharing Plan · Sponsored by Wms Group, P.C. · Colorado · Professional & Technical Services

$892K in assets, 5 participants

Wms Group, P.C.'s Wms Group, P.C. Profit Sharing Plan reported $892K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,322 in Professional & Technical Services (21,562 peers)

Wms Group, P.C. multi-year trail

Wms Group, P.C.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Wms Group, P.C. Profit Sharing Plan at $892K / 5 participants.

#4,322
in Professional & Technical Services (21,562 peers)
+23.2%
assets growth YoY

Wms Group, P.C. Profit Sharing Plan among the smaller filed plans by assets

Wms Group, P.C. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$892,118 24th percentile higher than 24% of 139,123 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 2022

Wms Group, P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wms Group, P.C. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 474058276 · Wms Group, P.C. PY 2022 · 401(k)

Wms Group, P.C. Profit Sharing Plan · $892K · 5 · 24th

  • EIN $892K
  • RANK 5
  • PHOTO 24th
  • IND 401(k)
  • EOY near Casey Roy Design 401(k)
  • 5500 ind #4322

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 Colorado →

Wms Group, P.C. Profit Sharing Plan in the asset neighbourhood

Wms Group, P.C. Profit Sharing PlanWms Group, P.C. Profit Shari…$892KCasey Roy Design 401(k)$892KCpam, Inc. 401(k) Profit Sharing PlanCpam, Inc. 401(k) Profit Sha…$892KTrue Colors International, Inc. Retirement PlanTrue Colors International, I…$892KAll Who Wander, Inc. 401(k) PlanAll Who Wander, Inc. 401(k) …$892K
End-of-year total assets ($M) among Wms Group, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wms Group, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Wms Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 29.653252148258414% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.89M $1.16M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 5 $892K
2023 1 6 $1M
2024 1 6 $1M

Wms Group, P.C. filing trail (2022)

Total Assets (Beginning of Year)$724K
Net Assets (End of Year)$892K
Net Income$168K
Employer EIN474058276
Plan Effective Date2015-05-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Wms Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Wms Group, P.C. Profit Sharing Plan, Total assets ($B): 0.000892118 · Participants: 5Wms Group, P.C. Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Wms Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wms Group, P.C. Profit Sharing Plan side-by-side with 3 peers →

Wms Group, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Casey Roy Design 401(k) in TX ($892K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($892K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wms Group, P.C. Profit Sharing Plan assets move in 2022? ▼
Wms Group, P.C. Profit Sharing Plan grew sharply - up 23.2% during 2022, from $724K to $892K. Reported net income was $168K.
How have Wms Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wms Group, P.C.'s sponsor-wide assets grew 29.7%, from $892K to $1M.
Where does Wms Group, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wms Group, P.C. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wms Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Casey Roy Design 401(k) in TX ($892K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Wms Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474058276.

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.