401(k) · DOL Form 5500 · 2022

Wegner Cpas, LLP 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
157
Participants Small participant base
81st
Percentile by assets National rank
$160,145
Avg per participant Above avg balance/head
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Official DOL plan name: Wegner Cpas, LLP Salary Savings Plan · Sponsored by Wegner Cpas, LLP · Wisconsin · Professional & Technical Services

$25M in assets, 157 participants

Wegner Cpas, LLP's Wegner Cpas, LLP Salary Savings Plan reported $25M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,484 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Wegner Cpas, LLP Salary Savings Plan covers 157 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $25M.

#17,484
in Professional & Technical Services (21,562 peers)
-9.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wegner Cpas, LLP Salary Savings Plan's outsized position by total assets

Wegner Cpas, LLP Salary Savings Plan vs every filed plan by assets

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

$25,142,836 Top 19% higher than 81% 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

Wegner Cpas, LLP Salary Savings Plan 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. Wegner Cpas, LLP Salary Savings Plan sits mid-pack in the medium band (157 participants).

Published 5500 schedule card

Filing strip 390974031 · Wegner Cpas, LLP PY 2022 · 401(k)

Wegner Cpas, LLP Salary Savings Plan · $25M · 157 · 81st

  • BOY $25M
  • SCH 157
  • EBSA 81st
  • PART 401(k)
  • TYPE near Catalina Channel Express, Inc. 401(k) Plan and Trust
  • NET ind #17484

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 Wisconsin →

Wegner Cpas, LLP Salary Savings Plan in the asset neighbourhood

Edgewater Technical Associates, LLC 401(k) PlanEdgewater Technical Associat…$25MWegner Cpas, LLP Salary Savings PlanWegner Cpas, LLP Salary Savi…$25MCatalina Channel Express, Inc. 401(k) Plan and TrustCatalina Channel Express, In…$25MColumbine Management Services Inc. 401(k) Retirement Plan and TrustColumbine Management Service…$25MBkep Management, Inc. 401(k) PlanBkep Management, Inc. 401(k)…$25M
End-of-year total assets ($M) among Wegner Cpas, LLP Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN390974031
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wegner Cpas, LLP)

Sponsor-wide plan assets over time

All Wegner Cpas, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$32M 28.058230980785144% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.1M $32.2M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 157 $25M
2023 1 169 $28M
2024 1 166 $32M

Nearby 401(k) Plans in Wisconsin

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

Wegner Cpas, LLP Salary Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wegner Cpas, LLP Salary Savings Plan, Total assets ($B): 0.025142836 · Participants: 157Wegner Cpas, LLP Salary Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Wegner Cpas, LLP Salary Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wegner Cpas, LLP Salary Savings Plan side-by-side with 3 peers →

Wegner Cpas, LLP Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Catalina Channel Express, Inc. 401(k) Plan and Trust in CA ($25M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Wegner Cpas, LLP Salary Savings Plan assets move in 2022? ▼
Wegner Cpas, LLP Salary Savings Plan pulled back noticeably - down 9.9% during 2022, from $28M to $25M. Reported net income was -$3M.
How have Wegner Cpas, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wegner Cpas, LLP's sponsor-wide assets grew 28.1%, from $25M to $32M.
Where does Wegner Cpas, LLP Salary Savings Plan rank by assets among Form 5500 filers? ▼
Wegner Cpas, LLP Salary Savings Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wegner Cpas, LLP Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catalina Channel Express, Inc. 401(k) Plan and Trust in CA ($25M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Wegner Cpas, LLP Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 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 390974031.

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.