401(k) · DOL Form 5500 · 2022

Wermer, Rogers, Doran & Ruzon, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
49th
Percentile by assets National rank
$203,648
Avg per participant Above avg balance/head
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Official DOL plan name: Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan · Sponsored by Wermer, Rogers, Doran & Ruzon, LLC · Illinois · Professional & Technical Services

$5M in assets, 23 participants

Wermer, Rogers, Doran & Ruzon, LLC's Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan reported $5M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,127 in Professional & Technical Services (21,562 peers)

Wermer, Rogers, Doran & Ruzon, LLC multi-year trail

Wermer, Rogers, Doran & Ruzon, LLC's plans moved +22.8% in assets from 2022 to 2024; this filing shows Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan at $5M / 23 participants.

#10,127
in Professional & Technical Services (21,562 peers)
-12.5%
assets change YoY

The plan reported a net loss of $667K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,683,893 49th percentile higher than 49% 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

Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing 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. Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 362416552 · Wermer, Rogers, Doran & Ruzon, LLC PY 2022 · 401(k)

Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan · $5M · 23 · 49th

  • NET $5M
  • NET 23
  • NET 49th
  • NET 401(k)
  • NET near Intech Trailers Inc. 401(k) Plan
  • NET ind #10127

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 Illinois →

Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan in the asset neighbourhood

Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing PlanWermer, Rogers, Doran & Ruzo…$5MIntech Trailers Inc. 401(k) PlanIntech Trailers Inc. 401(k) …$5MPathologists Diagnostic Laboratory, PA 401(k) Profit Sharing Plan and TrustPathologists Diagnostic Labo…$5MBroken Sound Club, Inc. 401(k) Profit-Sharing PlanBroken Sound Club, Inc. 401(…$5MHope Community Church of North Carolina, Inc. Retirement PlanHope Community Church of Nor…$5M
End-of-year total assets ($M) among Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wermer, Rogers, Doran & Ruzon, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wermer, Rogers, Doran & Ruzon, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.834637768198377% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.68M $5.75M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 23 $5M
2023 1 21 $5M
2024 1 21 $6M

Wermer, Rogers, Doran & Ruzon, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$667K
Employer EIN362416552
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan, Total assets ($B): 0.004683893 · Participants: 23Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Intech Trailers Inc. 401(k) Plan in IN ($5M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan assets move in 2022? ▼
Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $5M to $5M. Reported net income was -$667K.
How have Wermer, Rogers, Doran & Ruzon, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wermer, Rogers, Doran & Ruzon, LLC's sponsor-wide assets grew 22.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intech Trailers Inc. 401(k) Plan in IN ($5M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 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 362416552.

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.