401(k) · DOL Form 5500 · 2022

Wsb & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
597
Participants Below avg headcount
91st
Percentile by assets National rank
$118,836
Avg per participant Near avg balance/head
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Official DOL plan name: Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust · Sponsored by Wsb & Associates, Inc. · Minnesota · Professional & Technical Services

$71M in assets, 597 participants

Wsb & Associates, Inc.'s Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust reported $71M in total assets and 597 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,789 in Professional & Technical Services (21,562 peers)

Where Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust sits by assets

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust sits in the top 10% of all filed plans by assets, $71M for 597 participants (~$118,836/participant), down 11.0% in 2022.

#19,789
in Professional & Technical Services (21,562 peers)
-11.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust's outsized position by total assets

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust vs every filed plan by assets

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

$70,944,872 Top 9% higher than 91% 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

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust sits mid-pack in the medium band (597 participants).

Published 5500 schedule card

Filing strip 411820018 · Wsb & Associates, Inc. PY 2022 · 401(k)

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust · $71M · 597 · 91st

  • NET $71M
  • NET 597
  • NET 91st
  • NET 401(k)
  • NET near Provia 401(k) Plan
  • NET ind #19789

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 Minnesota →

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust in the asset neighbourhood

Kongsberg 401(k) Plan$71MProvia 401(k) Plan$71MProspect Hill Radiology Group, P.C. Profit Sharing and Retirement PlanProspect Hill Radiology Grou…$71MWsb & Associates, Inc. 401(k) New Comparability Plan and TrustWsb & Associates, Inc. 401(k…$71MAtlas Pacific Profit Sharing PlanAtlas Pacific Profit Sharing…$71M
End-of-year total assets ($M) among Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$71M
Net Income-$9M
Employer EIN411820018
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wsb & Associates, Inc.)

Sponsor-wide plan assets over time

All Wsb & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$124M 74.66157243894949% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $70.9M $124M ▲ +74.7%
Year Plans Participants Total Assets
2022 1 597 $71M
2023 1 623 $91M
2024 1 804 $124M

Nearby 401(k) Plans in Minnesota

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

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust, Total assets ($B): 0.070944872 · Participants: 597Wsb & Associates, Inc. 401(k) New Comparability Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust side-by-side with 3 peers →

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Provia 401(k) Plan in OH ($71M); by covered participants it is H.W. Lochner, Inc. 401(k) Retirement Plan in IL (597 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (597 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 Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust assets move in 2022? ▼
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust pulled back noticeably - down 11.0% during 2022, from $80M to $71M. Reported net income was -$9M.
How have Wsb & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wsb & Associates, Inc.'s sponsor-wide assets grew 74.7%, from $71M to $124M.
Where does Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust rank by assets among Form 5500 filers? ▼
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Provia 401(k) Plan in OH ($71M, 1,489 participants).
Which 401(k) plans cover a similar participant headcount to Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is H.W. Lochner, Inc. 401(k) Retirement Plan in IL (597 participants, $118M 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 411820018.

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.