401(k) · DOL Form 5500 · 2022

Mayer, Graff & Wallace, LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
34th
Percentile by assets National rank
$223,622
Avg per participant Above avg balance/head
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Official DOL plan name: Mayer, Graff & Wallace, LLP Retirement Savings Plan · Sponsored by Mayer, Graff & Wallace, LLP · Wisconsin · Professional & Technical Services

$2M in assets, 9 participants

Mayer, Graff & Wallace, LLP's Mayer, Graff & Wallace, LLP Retirement Savings Plan reported $2M in total assets and 9 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.

  • #6,572 in Professional & Technical Services (21,562 peers)

Mayer, Graff & Wallace, LLP multi-year trail

Mayer, Graff & Wallace, LLP's plans moved +30.8% in assets from 2022 to 2024; this filing shows Mayer, Graff & Wallace, LLP Retirement Savings Plan at $2M / 9 participants.

#6,572
in Professional & Technical Services (21,562 peers)
-9.7%
assets change YoY

The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mayer, Graff & Wallace, LLP Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mayer, Graff & Wallace, LLP Retirement Savings Plan vs every filed plan by assets

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

$2,012,598 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

Mayer, Graff & Wallace, LLP Retirement Savings 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. Mayer, Graff & Wallace, LLP Retirement Savings Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 850726044 · Mayer, Graff & Wallace, LLP PY 2022 · 401(k)

Mayer, Graff & Wallace, LLP Retirement Savings Plan · $2M · 9 · 34th

  • TYPE $2M
  • NET 9
  • BOOK 34th
  • VS-ST 401(k)
  • BOY near Jp Industries Inc. 401(k) Profit Sharing Plan & Trust
  • SCH ind #6572

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 Wisconsin →

Mayer, Graff & Wallace, LLP Retirement Savings Plan in the asset neighbourhood

Mayer, Graff & Wallace, LLP Retirement Savings PlanMayer, Graff & Wallace, LLP …$2MJp Industries Inc. 401(k) Profit Sharing Plan & TrustJp Industries Inc. 401(k) Pr…$2MTaylor Technical Services, Inc. 401(k) PlanTaylor Technical Services, I…$2MSterling Trust 401(k) Profit Sharing PlanSterling Trust 401(k) Profit…$2MGalaxy Theatres LLC 401(k) Profit Sharing PlanGalaxy Theatres LLC 401(k) P…$2M
End-of-year total assets ($M) among Mayer, Graff & Wallace, LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mayer, Graff & Wallace, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mayer, Graff & Wallace, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.82085940659784% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.01M $2.63M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $2M
2024 1 10 $3M

Mayer, Graff & Wallace, LLP filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$216K
Employer EIN850726044
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Mayer, Graff & Wallace, LLP Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mayer, Graff & Wallace, LLP Retirement Savings Plan, Total assets ($B): 0.002012598 · Participants: 9Mayer, Graff & Wallace, LLP Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Mayer, Graff & Wallace, LLP Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mayer, Graff & Wallace, LLP Retirement Savings Plan side-by-side with 3 peers →

Mayer, Graff & Wallace, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jp Industries Inc. 401(k) Profit Sharing Plan & Trust in AZ ($2M); 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.

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.

Frequently Asked Questions

How did Mayer, Graff & Wallace, LLP Retirement Savings Plan assets move in 2022? ▼
Mayer, Graff & Wallace, LLP Retirement Savings Plan pulled back noticeably - down 9.7% during 2022, from $2M to $2M. Reported net income was -$216K.
How have Mayer, Graff & Wallace, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mayer, Graff & Wallace, LLP's sponsor-wide assets grew 30.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Mayer, Graff & Wallace, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jp Industries Inc. 401(k) Profit Sharing Plan & Trust in AZ ($2M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Mayer, Graff & Wallace, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 850726044.

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.