Profit Sharing · DOL Form 5500 · 2022
Gilbert Wadina Ltd Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $3.5M
- Avg per participant High balance/head
Official DOL plan name: Gilbert Wadina Ltd Profit Sharing Plan and Trust · Sponsored by Gilbert Wadina Ltd · Wisconsin · Finance & Insurance
$3M in assets, 1 participants
Gilbert Wadina Ltd's Gilbert Wadina Ltd Profit Sharing Plan and Trust reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,736 in Finance & Insurance (9,261 peers)
2022 asset change
Gilbert Wadina Ltd Profit Sharing Plan and Trust declined sharply 16.1% in 2022 ($4M → $3M) for 1 participant.
- #2,736
- in Finance & Insurance (9,261 peers)
- -16.1%
- assets change YoY
The plan reported a net loss of $671K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gilbert Wadina Ltd Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Gilbert Wadina Ltd Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,495,685 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Gilbert Wadina Ltd Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gilbert Wadina Ltd Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 392009549 · Gilbert Wadina Ltd PY 2022 · Profit Sharing
Gilbert Wadina Ltd Profit Sharing Plan and Trust · $3M · 1 · 43rd
- VS-ST $3M
- BOY 1
- SCH 43rd
- EBSA Profit Sharing
- PART near 20two Ventures Inc. Retirement Plan
- TYPE ind #2736
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Gilbert Wadina Ltd Profit Sharing Plan and Trust in the asset neighbourhood
Gilbert Wadina Ltd years around the 2022 move
Sponsor-wide plan assets over time
All Gilbert Wadina Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 5.796546313526534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$671K |
| Employer EIN | 392009549 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Gilbert Wadina Ltd Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is 20two Ventures Inc. Retirement Plan in SC ($3M); by covered participants it is Luke Krumnow, Inc. Employees 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 ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.