401(k) · DOL Form 5500 · 2022
Wells, Wascow & Roessler, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $505,602
- Avg per participant High balance/head
Official DOL plan name: Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust · Sponsored by Wells, Wascow & Roessler, L.L.C. · Illinois · Healthcare & Social Assistance
$5M in assets, 9 participants
Wells, Wascow & Roessler, L.L.C.'s Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust reported $5M in total assets and 9 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.
- #10,838 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust declined sharply 15.3% in 2022 ($5M → $5M) for 9 participants.
- #10,838
- in Healthcare & Social Assistance (20,060 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $819K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,550,417 49th percentile higher than 49% 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
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & 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. Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 463951425 · Wells, Wascow & Roessler, L.L.C. PY 2022 · 401(k)
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust · $5M · 9 · 49th
- ASSETS $5M
- PCT 9
- EIN 49th
- RANK 401(k)
- PHOTO near Windsor Healthcare 401(k) Plan
- IND ind #10838
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust in the asset neighbourhood
Wells, Wascow & Roessler, L.L.C. years around the 2022 move
Sponsor-wide plan assets over time
All Wells, Wascow & Roessler, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $5M |
| 2023 | 1 | 11 | $5M |
| 2024 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$819K |
| Employer EIN | 463951425 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Windsor Healthcare 401(k) Plan in NJ ($5M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.