Profit Sharing · DOL Form 5500 · 2022

Wessel & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$992K
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$198,330
Avg per participant Above avg balance/head
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Official DOL plan name: Wessel & Associates, Inc. Profit-Sharing Plan · Sponsored by Wessel & Associates, Inc. · Pennsylvania · Retail Trade

$992K in assets, 5 participants

Wessel & Associates, Inc.'s Wessel & Associates, Inc. Profit-Sharing Plan reported $992K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,321 in Retail Trade (9,519 peers)

Wessel & Associates, Inc. multi-year trail

Wessel & Associates, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Wessel & Associates, Inc. Profit-Sharing Plan at $992K / 5 participants.

#3,321
in Retail Trade (9,519 peers)
-18.1%
assets change YoY

The plan reported a net loss of $220K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wessel & Associates, Inc. Profit-Sharing Plan among the smaller filed plans by assets

Wessel & Associates, Inc. Profit-Sharing Plan vs every filed plan by assets

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

$991,652 25th percentile higher than 25% 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

Wessel & Associates, Inc. Profit-Sharing 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. Wessel & Associates, Inc. Profit-Sharing Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 251721469 · Wessel & Associates, Inc. PY 2022 · Profit Sharing

Wessel & Associates, Inc. Profit-Sharing Plan · $992K · 5 · 25th

  • BOOK $992K
  • VS-ST 5
  • BOY 25th
  • SCH Profit Sharing
  • EBSA near Foam Pack Retirement Plan
  • PART ind #3321

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Wessel & Associates, Inc. Profit-Sharing Plan in the asset neighbourhood

Wessel & Associates, Inc. Profit-Sharing PlanWessel & Associates, Inc. Pr…$992KFoam Pack Retirement Plan$991KFelix Mendoza Rosa, M.D. Retirement PlanFelix Mendoza Rosa, M.D. Ret…$991KJebckb Inc. Retirement Plan$992KDesign the Future, Inc. Retirement PlanDesign the Future, Inc. Reti…$993K
End-of-year total assets ($M) among Wessel & Associates, Inc. Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wessel & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 28.489933968771304% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.99M $1.27M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 5 $992K
2023 1 5 $1M
2024 1 5 $1M

Wessel & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$992K
Net Income-$220K
Employer EIN251721469
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Wessel & Associates, Inc. Profit-Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Wessel & Associates, Inc. Profit-Sharing Plan, Total assets ($B): 0.000991652 · Participants: 5Wessel & Associates, Inc. Profit-Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Wessel & Associates, Inc. Profit-Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Wessel & Associates, Inc. Profit-Sharing Plan side-by-side with 3 peers →

Wessel & Associates, Inc. Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Foam Pack Retirement Plan in PR ($991K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($992K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Wessel & Associates, Inc. Profit-Sharing Plan assets move in 2022? ▼
Wessel & Associates, Inc. Profit-Sharing Plan declined sharply - down 18.1% during 2022, from $1M to $992K. Reported net income was -$220K.
How have Wessel & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wessel & Associates, Inc.'s sponsor-wide assets grew 28.5%, from $992K to $1M.
Where does Wessel & Associates, Inc. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Wessel & Associates, Inc. Profit-Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Wessel & Associates, Inc. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Foam Pack Retirement Plan in PR ($991K, 107 participants).
Which Profit Sharing plans cover a similar participant headcount to Wessel & Associates, Inc. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 251721469.

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.