401(k) · DOL Form 5500 · 2022
Wright Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $21,711
- Avg per participant Low balance/head
Official DOL plan name: Wright Investments, Inc. Retirement Plan · Sponsored by Wright Investments, Inc. · Tennessee · Real Estate
$5M in assets, 228 participants
Wright Investments, Inc.'s Wright Investments, Inc. Retirement Plan reported $5M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #3,462 in Real Estate (5,057 peers)
Coverage in Tennessee
Wright Investments, Inc. Retirement Plan covers 228 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.
- #3,462
- in Real Estate (5,057 peers)
- -16.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wright Investments, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers
Wright Investments, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,950,124 Top 50% higher than 50% 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
Wright Investments, Inc. Retirement 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. Wright Investments, Inc. Retirement Plan sits mid-pack in the medium band (228 participants).
Form 5500 schedule snapshot
Filing strip 621144800 · Wright Investments, Inc. PY 2022 · 401(k)
Wright Investments, Inc. Retirement Plan · $5M · 228 · 50th
- IND $5M
- EOY 228
- 5500 50th
- ASSETS 401(k)
- PCT near Platformq LLC 401(k) Profit Sharing Plan & Trust
- EIN ind #3462
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 Real Estate retirement plans → · Plans in Tennessee →
Wright Investments, Inc. Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 621144800 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wright Investments, Inc.)
Sponsor-wide plan assets over time
All Wright Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 22.621635336811767% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $5M |
| 2023 | 1 | 300 | $5M |
| 2024 | 1 | 343 | $4M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Wright Investments, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Platformq LLC 401(k) Profit Sharing Plan & Trust in MA ($5M); by covered participants it is Jsi Store Fixtures Employee Savings Plan in ME (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Platformq LLC 401(k) Profit Sharing Plan & Trust (MA) $5M · 118
- 624 Boston Savings Incentive Plan (OK) $5M · 19
- Sun Orchard LLC 401(k) Profit Sharing Plan (FL) $5M · 229
- Shapeways 401(k) Plan (NY) $5M · 99
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Jsi Store Fixtures Employee Savings Plan (ME) 228 · 0 off
- Ikea Kitchen Services 401(k) Plan (CO) 228 · 0 off
- Imvu, Inc. 401(k) Profit Sharing Plan (CA) 228 · 0 off
- Specialty Printing LLC 401(k) Retirement Plan (CT) 228 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.