401(k) · DOL Form 5500 · 2022

Wfn Strategies 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$515,600
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wfn Strategies 401(k) Plan · Sponsored by Wfn Strategies 401(k) Plan · Virginia · Professional & Technical Services

$2M in assets, 4 participants

Wfn Strategies 401(k) Plan's Wfn Strategies 401(k) Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,658 in Professional & Technical Services (21,562 peers)

Wfn Strategies 401(k) Plan multi-year trail

Wfn Strategies 401(k) Plan's plans moved +36.3% in assets from 2022 to 2024; this filing shows Wfn Strategies 401(k) Plan at $2M / 4 participants.

#6,658
in Professional & Technical Services (21,562 peers)
-4.2%
assets change YoY

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wfn Strategies 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wfn Strategies 401(k) Plan vs every filed plan by assets

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

$2,062,401 34th percentile higher than 34% 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

Wfn Strategies 401(k) 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. Wfn Strategies 401(k) Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 542054857 · Wfn Strategies 401(k) Plan PY 2022 · 401(k)

Wfn Strategies 401(k) Plan · $2M · 4 · 34th

  • VS-ST $2M
  • BOY 4
  • SCH 34th
  • EBSA 401(k)
  • PART near Ok International Corp. Profit Sharing Plan and Trust
  • TYPE ind #6658

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 Virginia →

Wfn Strategies 401(k) Plan in the asset neighbourhood

Wfn Strategies 401(k) Plan$2MOk International Corp. Profit Sharing Plan and TrustOk International Corp. Profi…$2MMilan Corporation Profit Sharing PlanMilan Corporation Profit Sha…$2MRfg Pooled Employer Plan$2MSunny Acres Nursing Home, Inc. 401(k) PlanSunny Acres Nursing Home, In…$2M
End-of-year total assets ($M) among Wfn Strategies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wfn Strategies 401(k) Plan multi-year asset trail

Sponsor-wide plan assets over time

All Wfn Strategies 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.33114995580394% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.06M $2.81M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $3M

Wfn Strategies 401(k) Plan filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$91K
Employer EIN542054857
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Wfn Strategies 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Wfn Strategies 401(k) Plan, Total assets ($B): 0.002062401 · Participants: 4Wfn Strategies 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Wfn Strategies 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Wfn Strategies 401(k) Plan side-by-side with 3 peers →

Wfn Strategies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Ok International Corp. Profit Sharing Plan and Trust in MA ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wfn Strategies 401(k) Plan assets move in 2022? ▼
Wfn Strategies 401(k) Plan edged down modestly - down 4.2% during 2022, from $2M to $2M. Reported net income was -$91K.
How have Wfn Strategies 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wfn Strategies 401(k) Plan's sponsor-wide assets grew 36.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Wfn Strategies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ok International Corp. Profit Sharing Plan and Trust in MA ($2M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Wfn Strategies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A 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 542054857.

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.