401(k) · DOL Form 5500 · 2022

Wendel Rosen LLP 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
95
Participants Small participant base
90th
Percentile by assets National rank
$646,481
Avg per participant High balance/head
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Official DOL plan name: Wendel Rosen 401(k) Profit Sharing Plan & Trust · Sponsored by Wendel Rosen LLP · California · Professional & Technical Services

$61M in assets, 95 participants

Wendel Rosen LLP's Wendel Rosen 401(k) Profit Sharing Plan & Trust reported $61M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,550 in Professional & Technical Services (21,562 peers)

Where Wendel Rosen 401(k) Profit Sharing Plan & Trust sits by assets

Wendel Rosen 401(k) Profit Sharing Plan & Trust sits in the top 10% of all filed plans by assets, $61M for 95 participants (~$646,481/participant), down 38.5% in 2022.

#19,550
in Professional & Technical Services (21,562 peers)
-38.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wendel Rosen 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Wendel Rosen 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$61,415,711 Top 10% higher than 90% 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

Wendel Rosen 401(k) Profit Sharing Plan & 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. Wendel Rosen 401(k) Profit Sharing Plan & Trust is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 941123744 · Wendel Rosen LLP PY 2022 · 401(k)

Wendel Rosen 401(k) Profit Sharing Plan & Trust · $61M · 95 · 90th

  • RANK $61M
  • RANK 95
  • RANK 90th
  • RANK 401(k)
  • RANK near Entrans 401(k) Plan
  • RANK ind #19550

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 →

Wendel Rosen 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wendel Rosen 401(k) Profit Sharing Plan & TrustWendel Rosen 401(k) Profit S…$61MEntrans 401(k) Plan$61MDiligent Corporation 401(k) PlanDiligent Corporation 401(k) …$61MCommunity Brands 401(k) Plan$61MSea, Ltd. 401(k) Plan$61M
End-of-year total assets ($M) among Wendel Rosen 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$61M
Net Income-$38M
Employer EIN941123744
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wendel Rosen LLP)

Sponsor-wide plan assets over time

All Wendel Rosen LLP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M$80M 20222023 $61.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 95 $61M
2023 1 28 N/A

Nearby 401(k) Plans in California

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

Wendel Rosen 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wendel Rosen 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.061415711 · Participants: 95Wendel Rosen 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wendel Rosen 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Wendel Rosen 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wendel Rosen 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Entrans 401(k) Plan in TN ($61M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Wendel Rosen 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Wendel Rosen 401(k) Profit Sharing Plan & Trust contracted severely - down 38.5% during 2022, from $100M to $61M. Reported net income was -$38M.
Where does Wendel Rosen 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Wendel Rosen 401(k) Profit Sharing Plan & Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wendel Rosen 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Entrans 401(k) Plan in TN ($61M, 962 participants).
Which 401(k) plans cover a similar participant headcount to Wendel Rosen 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 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 941123744.

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.