401(k) · DOL Form 5500 · 2022
Wakefly, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $133,673
- Avg per participant Near avg balance/head
Official DOL plan name: Wakefly, Inc. 401(k) Plan · Sponsored by Wakefly, Inc. · Massachusetts · Professional & Technical Services
$3M in assets, 20 participants
Wakefly, Inc.'s Wakefly, Inc. 401(k) Plan reported $3M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #7,623 in Professional & Technical Services (21,562 peers)
Wakefly, Inc. multi-year trail
Wakefly, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Wakefly, Inc. 401(k) Plan at $3M / 20 participants.
- #7,623
- in Professional & Technical Services (21,562 peers)
- -11.4%
- assets change YoY
The plan reported a net loss of $344K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wakefly, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Wakefly, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,673,465 38th percentile higher than 38% 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
Wakefly, Inc. 401(k) 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. Wakefly, Inc. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 223900345 · Wakefly, Inc. PY 2022 · 401(k)
Wakefly, Inc. 401(k) Plan · $3M · 20 · 38th
- EBSA $3M
- EBSA 20
- EBSA 38th
- EBSA 401(k)
- EBSA near George Chevrolet Retirement Plan
- EBSA ind #7623
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 Massachusetts →
Wakefly, Inc. 401(k) Plan in the asset neighbourhood
Wakefly, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Wakefly, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 43.43195067075874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $3M |
| 2023 | 1 | 20 | $3M |
| 2024 | 1 | 20 | $4M |
Wakefly, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$344K |
| Employer EIN | 223900345 |
| Plan Effective Date | 2014-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Wakefly, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is George Chevrolet Retirement Plan in CA ($3M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.