401(k) · DOL Form 5500 · 2022

Wedgewood Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
15
Participants Small participant base
64th
Percentile by assets National rank
$639,668
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan · Sponsored by Wedgewood Partners, Inc. · Missouri · Finance & Insurance

$10M in assets, 15 participants

Wedgewood Partners, Inc.'s Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan reported $10M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,389 in Finance & Insurance (9,261 peers)

Wedgewood Partners, Inc. multi-year trail

Wedgewood Partners, Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan at $10M / 15 participants.

#4,389
in Finance & Insurance (9,261 peers)
-19.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs every filed plan by assets

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

$9,595,014 Top 36% higher than 64% 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

Wedgewood Partners, Inc. Employee Savings & 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. Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 431468106 · Wedgewood Partners, Inc. PY 2022 · 401(k)

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan · $10M · 15 · 64th

  • RANK $10M
  • RANK 15
  • RANK 64th
  • RANK 401(k)
  • RANK near The Platt Bros. & Co. 401(k) Plan
  • RANK ind #4389

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 Missouri →

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan in the asset neighbourhood

Wedgewood Partners, Inc. Employee Savings & Profit Sharing PlanWedgewood Partners, Inc. Emp…$10MBoca Construction, Inc., 401(k) Retir. PlanBoca Construction, Inc., 401…$10MThe Platt Bros. & Co. 401(k) PlanThe Platt Bros. & Co. 401(k)…$10MFalconi Dealerships 401(k) PlanFalconi Dealerships 401(k) P…$10MScientific Specialties, Inc. 401(k) Profit Sharing PlanScientific Specialties, Inc.…$10M
End-of-year total assets ($M) among Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wedgewood Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wedgewood Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.188566686822966% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.6M $14.4M ▲ +50.1%
Year Plans Participants Total Assets
2022 1 15 $10M
2023 1 13 $12M
2024 1 11 $14M

Wedgewood Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN431468106
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan, Total assets ($B): 0.009595014 · Participants: 15Wedgewood Partners, Inc. Employee Savings & Profit Sharing PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan side-by-side with 3 peers →

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is The Platt Bros. & Co. 401(k) Plan in CT ($10M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan assets move in 2022? ▼
Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan declined sharply - down 19.1% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Wedgewood Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wedgewood Partners, Inc.'s sponsor-wide assets grew 50.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Platt Bros. & Co. 401(k) Plan in CT ($10M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 431468106.

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.