Profit Sharing · DOL Form 5500 · 2022

W&a Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
52nd
Percentile by assets National rank
$417,333
Avg per participant High balance/head
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Official DOL plan name: W&a Investments, Inc. Retirement Plan · Sponsored by W&a Investments, Inc. · Ohio · Professional & Technical Services

$5M in assets, 13 participants

W&a Investments, Inc.'s W&a Investments, Inc. Retirement Plan reported $5M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,807 in Professional & Technical Services (21,562 peers)

W&a Investments, Inc. multi-year trail

W&a Investments, Inc.'s plans moved -72.4% in assets from 2022 to 2024; this filing shows W&a Investments, Inc. Retirement Plan at $5M / 13 participants.

#10,807
in Professional & Technical Services (21,562 peers)
+11.7%
assets growth YoY

W&a Investments, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

W&a Investments, Inc. Retirement Plan vs every filed plan by assets

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

$5,425,331 Top 48% higher than 52% 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

W&a Investments, Inc. Retirement 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. W&a Investments, Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 814179766 · W&a Investments, Inc. PY 2022 · Profit Sharing

W&a Investments, Inc. Retirement Plan · $5M · 13 · 52nd

  • EBSA $5M
  • EBSA 13
  • EBSA 52nd
  • EBSA Profit Sharing
  • EBSA near Our Gang, Inc. Profit Sharing Plan and Trust
  • EBSA ind #10807

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 Ohio →

W&a Investments, Inc. Retirement Plan in the asset neighbourhood

W&a Investments, Inc. Retirement PlanW&a Investments, Inc. Retire…$5MOur Gang, Inc. Profit Sharing Plan and TrustOur Gang, Inc. Profit Sharin…$5MCitrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1Citrin Cooperman & Company L…$5MKhaldoun S. Sroujieh, Md., Inc. Profit Sharing PlanKhaldoun S. Sroujieh, Md., I…$5MCooley Group, Inc. Employees' Profit-Sharing PlanCooley Group, Inc. Employees…$5M
End-of-year total assets ($M) among W&a Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

W&a Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W&a Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 72.36091217291627% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $5.43M $1.5M ▼ -72.4%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 13 $6M
2024 1 21 $1M

W&a Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$567K
Employer EIN814179766
Plan Effective Date2016-10-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

W&a Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants W&a Investments, Inc. Retirement Plan, Total assets ($B): 0.005425331 · Participants: 13W&a Investments, Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
W&a Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare W&a Investments, Inc. Retirement Plan side-by-side with 3 peers →

W&a Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Our Gang, Inc. Profit Sharing Plan and Trust in IL ($5M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (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 W&a Investments, Inc. Retirement Plan assets move in 2022? ▼
W&a Investments, Inc. Retirement Plan grew at a solid clip - up 11.7% during 2022, from $5M to $5M. Reported net income was $567K.
How have W&a Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W&a Investments, Inc.'s sponsor-wide assets declined 72.4%, from $5M to $1M.
Which Profit Sharing plans are similar in size to W&a Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Our Gang, Inc. Profit Sharing Plan and Trust in IL ($5M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to W&a Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (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 814179766.

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.