401(k) · DOL Form 5500 · 2022

Werth Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
13
Participants Small participant base
54th
Percentile by assets National rank
$462,601
Avg per participant High balance/head
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Official DOL plan name: Werth Wealth Management Profit Sharing Plan · Sponsored by Werth Wealth Management, LLC · Kansas · Finance & Insurance

$6M in assets, 13 participants

Werth Wealth Management, LLC's Werth Wealth Management Profit Sharing Plan reported $6M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,539 in Finance & Insurance (9,261 peers)

Werth Wealth Management, LLC multi-year trail

Werth Wealth Management, LLC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Werth Wealth Management Profit Sharing Plan at $6M / 13 participants.

#3,539
in Finance & Insurance (9,261 peers)
-7.3%
assets change YoY

The plan reported a net loss of $474K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Werth Wealth Management Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Werth Wealth Management Profit Sharing Plan vs every filed plan by assets

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

$6,013,807 Top 46% higher than 54% 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

Werth Wealth Management 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. Werth Wealth Management Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 383768454 · Werth Wealth Management, LLC PY 2022 · 401(k)

Werth Wealth Management Profit Sharing Plan · $6M · 13 · 54th

  • EIN $6M
  • RANK 13
  • PHOTO 54th
  • IND 401(k)
  • EOY near Southwest Concrete Construction, Inc. Employee 401(k) Plan
  • 5500 ind #3539

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 Kansas →

Werth Wealth Management Profit Sharing Plan in the asset neighbourhood

Werth Wealth Management Profit Sharing PlanWerth Wealth Management Prof…$6MSouthwest Concrete Construction, Inc. Employee 401(k) PlanSouthwest Concrete Construct…$6MTaurus Holdings, Inc. 401(k) PlanTaurus Holdings, Inc. 401(k)…$6MWillamette Valley Hospice 401(k) Retirement PlanWillamette Valley Hospice 40…$6MWalnut Hill Ob/Gyn Associates Profit Sharing PlanWalnut Hill Ob/Gyn Associate…$6M
End-of-year total assets ($M) among Werth Wealth Management Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Werth Wealth Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Werth Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.20175339847122% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.01M $8.55M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 13 $6M
2023 1 15 $7M
2024 1 16 $9M

Werth Wealth Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$474K
Employer EIN383768454
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Werth Wealth Management Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Werth Wealth Management Profit Sharing Plan, Total assets ($B): 0.006013807 · Participants: 13Werth Wealth Management Profit Sharing PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Werth Wealth Management Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Werth Wealth Management Profit Sharing Plan side-by-side with 3 peers →

Werth Wealth Management Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Southwest Concrete Construction, Inc. Employee 401(k) Plan in NM ($6M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Werth Wealth Management Profit Sharing Plan assets move in 2022? ▼
Werth Wealth Management Profit Sharing Plan pulled back noticeably - down 7.3% during 2022, from $6M to $6M. Reported net income was -$474K.
How have Werth Wealth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Werth Wealth Management, LLC's sponsor-wide assets grew 42.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Werth Wealth Management Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Concrete Construction, Inc. Employee 401(k) Plan in NM ($6M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Werth Wealth Management Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 383768454.

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.