401(k) · DOL Form 5500 · 2022
Wfbm, LLP 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $220,263
- Avg per participant Above avg balance/head
Official DOL plan name: Wfbm, LLP 401(k) Plan · Sponsored by Wfbm, LLP · California · Professional & Technical Services
$22M in assets, 98 participants
Wfbm, LLP's Wfbm, LLP 401(k) Plan reported $22M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #16,974 in Professional & Technical Services (21,562 peers)
Where Wfbm, LLP 401(k) Plan sits by assets
Wfbm, LLP 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 98 participants (~$220,263/participant), down 17.0% in 2022.
- #16,974
- in Professional & Technical Services (21,562 peers)
- -17.0%
- 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.
Wfbm, LLP 401(k) Plan's outsized position by total assets
Wfbm, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,585,820 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wfbm, LLP 401(k) 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. Wfbm, LLP 401(k) Plan is a small filing (98 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 330337552 · Wfbm, LLP PY 2022 · 401(k)
Wfbm, LLP 401(k) Plan · $22M · 98 · 78th
- EOY $22M
- 5500 98
- ASSETS 78th
- PCT 401(k)
- EIN near Acme Corrugated Box Co., Inc. Profit Sharing and 401(k) Plan
- RANK ind #16974
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 California →
Wfbm, LLP 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$4M |
| Employer EIN | 330337552 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wfbm, LLP)
Sponsor-wide plan assets over time
All Wfbm, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 32.813110643931985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $22M |
| 2023 | 1 | 113 | $25M |
| 2024 | 1 | 116 | $29M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Wfbm, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Acme Corrugated Box Co., Inc. Profit Sharing and 401(k) Plan in PA ($22M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Acme Corrugated Box Co., Inc. Profit Sharing and 401(k) Plan (PA) $22M · 224
- Poulin Grain, Inc. 401(k) Profit Sharing Plan (VT) $22M · 127
- Mdj&w 401(k) Plan (TX) $22M · 120
- Tague Lumber, Inc. 401(k) Profit Sharing Plan (PA) $22M · 237
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- Sierra7 401(k) Plan (VA) 98 · 0 off
- A Pocono Country Place Propert 401(k) Profit Sharing Plan & Trust (PA) 98 · 0 off
- Fnb 401(k) Employee Stock Ownership Plan (WY) 98 · 0 off
- Craig Godwin, Inc. Retirement Plan (TX) 98 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.