401(k) · DOL Form 5500 · 2022

Wdi, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
264
Participants Below avg headcount
79th
Percentile by assets National rank
$85,089
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wdi, LLC 401(k) Plan · Sponsored by Wdi, LLC · Wisconsin · Wholesale Trade

$22M in assets, 264 participants

Wdi, LLC's Wdi, LLC 401(k) Plan reported $22M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,311 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Wdi, LLC 401(k) Plan covers 264 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $22M.

#5,311
in Wholesale Trade (6,843 peers)
-15.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wdi, LLC 401(k) Plan's outsized position by total assets

Wdi, LLC 401(k) Plan vs every filed plan by assets

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

$22,463,613 Top 21% higher than 79% 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

Wdi, LLC 401(k) 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. Wdi, LLC 401(k) Plan sits mid-pack in the medium band (264 participants).

EBSA filing schedule strip

Filing strip 204213074 · Wdi, LLC PY 2022 · 401(k)

Wdi, LLC 401(k) Plan · $22M · 264 · 79th

  • EIN $22M
  • EIN 264
  • EIN 79th
  • EIN 401(k)
  • EIN near Ideal Image Development 401(k) Plan
  • EIN ind #5311

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Wdi, LLC 401(k) Plan in the asset neighbourhood

The Reinvestment Fund 401(k) PlanThe Reinvestment Fund 401(k)…$22MWdi, LLC 401(k) Plan$22MIdeal Image Development 401(k) PlanIdeal Image Development 401(…$22MVytalogy Wellness 401(k) Plan$22MHarry N. Abrams, Inc. 401(k) Savings PlanHarry N. Abrams, Inc. 401(k)…$22M
End-of-year total assets ($M) among Wdi, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN204213074
Plan Effective Date2000-01-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Wdi, LLC)

Sponsor-wide plan assets over time

All Wdi, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.180314671553504% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $30.8M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 264 $22M
2023 1 254 $27M
2024 1 263 $31M

Nearby 401(k) Plans in Wisconsin

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

Wdi, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wdi, LLC 401(k) Plan, Total assets ($B): 0.022463613 · Participants: 264Wdi, LLC 401(k) 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
Wdi, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wdi, LLC 401(k) Plan side-by-side with 3 peers →

Wdi, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ideal Image Development 401(k) Plan in FL ($22M); by covered participants it is Magnificus Corporation 401(k) Plan in MD (264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Wdi, LLC 401(k) Plan assets move in 2022? ▼
Wdi, LLC 401(k) Plan declined sharply - down 15.7% during 2022, from $27M to $22M. Reported net income was -$4M.
How have Wdi, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wdi, LLC's sponsor-wide assets grew 37.2%, from $22M to $31M.
Where does Wdi, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Wdi, LLC 401(k) Plan ranks in the 79th 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 Wdi, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ideal Image Development 401(k) Plan in FL ($22M, 1,948 participants).
Which 401(k) plans cover a similar participant headcount to Wdi, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magnificus Corporation 401(k) Plan in MD (264 participants, $2M 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 204213074.

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.