401(k) · DOL Form 5500 · 2022

Wagstaff & Cartmell, LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
64
Participants Small participant base
70th
Percentile by assets National rank
$205,185
Avg per participant Above avg balance/head
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Official DOL plan name: Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Wagstaff & Cartmell, LLP · Missouri · Professional & Technical Services

$13M in assets, 64 participants

Wagstaff & Cartmell, LLP's Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,993 in Professional & Technical Services (21,562 peers)

Wagstaff & Cartmell, LLP multi-year trail

Wagstaff & Cartmell, LLP's plans moved +29.4% in assets from 2022 to 2024; this filing shows Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust at $13M / 64 participants.

#14,993
in Professional & Technical Services (21,562 peers)
-14.5%
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.

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,131,833 Top 30% higher than 70% 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

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust is a small filing (64 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 431790331 · Wagstaff & Cartmell, LLP PY 2022 · 401(k)

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust · $13M · 64 · 70th

  • EIN $13M
  • RANK 64
  • PHOTO 70th
  • IND 401(k)
  • EOY near Citrus Cardiology Consultants, PA Profit Sharing Plan
  • 5500 ind #14993

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 Missouri →

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and TrustWagstaff & Cartmell, LLP 401…$13MCitrus Cardiology Consultants, PA Profit Sharing PlanCitrus Cardiology Consultant…$13MC&c Sales, Inc. Profit Sharing PlanC&c Sales, Inc. Profit Shari…$13MCapital Resin Corporation 401(k) PlanCapital Resin Corporation 40…$13MDistrict Energy Holdings 401(k) PlanDistrict Energy Holdings 401…$13M
End-of-year total assets ($M) among Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wagstaff & Cartmell, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Wagstaff & Cartmell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.387900379177832% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $17M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 64 $13M
2023 1 89 $15M
2024 1 77 $17M

Wagstaff & Cartmell, LLP filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN431790331
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013131833 · Participants: 64Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and TrustBayer 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
Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Citrus Cardiology Consultants, PA Profit Sharing Plan in FL ($13M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 14.5% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Wagstaff & Cartmell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wagstaff & Cartmell, LLP's sponsor-wide assets grew 29.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Citrus Cardiology Consultants, PA Profit Sharing Plan in FL ($13M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M 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 431790331.

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.