401(k) · DOL Form 5500 · 2022

Wheeler Trigg O'donnell LLP 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
192
Participants Below avg headcount
91st
Percentile by assets National rank
$364,640
Avg per participant High balance/head
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Official DOL plan name: Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan · Sponsored by Wheeler Trigg O'donnell LLP · Colorado · Professional & Technical Services

$70M in assets, 192 participants

Wheeler Trigg O'donnell LLP's Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan reported $70M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,770 in Professional & Technical Services (21,562 peers)

Where Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits by assets

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits in the top 10% of all filed plans by assets, $70M for 192 participants (~$364,640/participant), down 13.7% in 2022.

#19,770
in Professional & Technical Services (21,562 peers)
-13.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan's outsized position by total assets

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs every filed plan by assets

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

$70,010,939 Top 9% higher than 91% 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

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing 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. Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits mid-pack in the medium band (192 participants).

Plan-year Form 5500 strip

Filing strip 200697269 · Wheeler Trigg O'donnell LLP PY 2022 · 401(k)

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan · $70M · 192 · 91st

  • IND $70M
  • IND 192
  • IND 91st
  • IND 401(k)
  • IND near Town Pump, Et Al 401(k) Plan
  • IND ind #19770

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 Colorado →

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan in the asset neighbourhood

Bering Straits Native Corporation 401(k) PlanBering Straits Native Corpor…$70MWheeler Trigg O'donnell LLP 401(k) Profit-Sharing PlanWheeler Trigg O'donnell LLP …$70MTown Pump, Et Al 401(k) Plan$70MLasko Products 401(k) Retirement Savings PlanLasko Products 401(k) Retire…$70MGentex Corporation Retirement PlanGentex Corporation Retiremen…$70M
End-of-year total assets ($M) among Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$70M
Net Income-$11M
Employer EIN200697269
Plan Effective Date1998-02-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Trigg O'donnell LLP)

Sponsor-wide plan assets over time

All Wheeler Trigg O'donnell LLP plans reported in each filing year

Latest sponsor-wide plan assets
$90M 27.9744769599505% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70M $89.6M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 192 $70M
2023 1 210 $82M
2024 1 220 $90M

Nearby 401(k) Plans in Colorado

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

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan, Total assets ($B): 0.070010939 · Participants: 192Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan side-by-side with 3 peers →

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Town Pump, Et Al 401(k) Plan in MT ($70M); by covered participants it is Discovery Living, Inc. 401(k) Plan in IA (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan assets move in 2022? ▼
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan pulled back noticeably - down 13.7% during 2022, from $81M to $70M. Reported net income was -$11M.
How have Wheeler Trigg O'donnell LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Trigg O'donnell LLP's sponsor-wide assets grew 28.0%, from $70M to $90M.
Where does Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan ranks in the 91st 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 Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Town Pump, Et Al 401(k) Plan in MT ($70M, 3,267 participants).
Which 401(k) plans cover a similar participant headcount to Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Living, Inc. 401(k) Plan in IA (192 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 200697269.

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.