401(k) · DOL Form 5500 · 2022

Wurtec, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
73
Participants Small participant base
64th
Percentile by assets National rank
$130,018
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wurtec 401(k) Retirement Plan · Sponsored by Wurtec, Inc. · Ohio · Wholesale Trade

$9M in assets, 73 participants

Wurtec, Inc.'s Wurtec 401(k) Retirement Plan reported $9M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,817 in Wholesale Trade (6,843 peers)

Wurtec, Inc. multi-year trail

Wurtec, Inc.'s plans moved +43.0% in assets from 2022 to 2024; this filing shows Wurtec 401(k) Retirement Plan at $9M / 73 participants.

#3,817
in Wholesale Trade (6,843 peers)
-21.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wurtec 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Wurtec 401(k) Retirement Plan vs every filed plan by assets

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

$9,491,278 Top 36% higher than 64% 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

Wurtec 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wurtec 401(k) Retirement Plan is a small filing (73 participants) on this national headcount ladder.

DOL schedule card

Filing strip 341478051 · Wurtec, Inc. PY 2022 · 401(k)

Wurtec 401(k) Retirement Plan · $9M · 73 · 64th

  • BOY $9M
  • SCH 73
  • EBSA 64th
  • PART 401(k)
  • TYPE near Local 74 U.S.W.U. 401(k) Savings Plan
  • NET ind #3817

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 Wholesale Trade retirement plans → · Plans in Ohio →

Wurtec 401(k) Retirement Plan in the asset neighbourhood

Wurtec 401(k) Retirement Plan$9MLocal 74 U.S.W.U. 401(k) Savings PlanLocal 74 U.S.W.U. 401(k) Sav…$9MWincorp International, Inc. 401(k) Profit Sharing Plan andWincorp International, Inc. …$9MUnited Metro Energy Corp. 401(k) Profit Sharing Plan & TrustUnited Metro Energy Corp. 40…$9M4g Clinical, LLC 401(k) Plan$9M
End-of-year total assets ($M) among Wurtec 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wurtec, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wurtec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 43.030706718315486% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.49M $13.6M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 73 $9M
2023 1 85 $12M
2024 1 92 $14M

Wurtec, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN341478051
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Wurtec 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Wurtec 401(k) Retirement Plan, Total assets ($B): 0.009491278 · Participants: 73Wurtec 401(k) Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Wurtec 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Outside Ohio, the nearest 401(k) by assets is Local 74 U.S.W.U. 401(k) Savings Plan in NY ($9M); by covered participants it is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Wurtec 401(k) Retirement Plan assets move in 2022?
Wurtec 401(k) Retirement Plan declined sharply - down 21.1% during 2022, from $12M to $9M. Reported net income was -$3M.
How have Wurtec, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wurtec, Inc.'s sponsor-wide assets grew 43.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Wurtec 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Local 74 U.S.W.U. 401(k) Savings Plan in NY ($9M, 766 participants).
Which 401(k) plans cover a similar participant headcount to Wurtec 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants, $7M in assets).