401(k) · DOL Form 5500 · 2022

Wheeler Trigg O'donnell LLP 401(k) Plan

Data updated 2026-08-11

$70M
Total assets
192
Participants
91st
Percentile by assets
$364,640
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$70M
total plan assets (2022 EOY)
192
covered participants
91st
percentile by assets (of 139,126 plans)
$364,640
avg assets per participant

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.

Where Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits 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 $2,010,000,000 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

State
Colorado
Industry
Professional & Technical Services

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs the 2022 asset distribution

By assets, Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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)

$60M$70M$80M$90M$100M 202220232024 $70M $89.6M ▲ +28.0%
Total plan assets by year, all Wheeler Trigg O'donnell LLP plans on file
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 ($B) Participants Wheeler Trigg O'donn…, Total assets ($B): 0.070010939 · Participants: 192Wheeler Trigg O'donn…Davita Retirement Sa…, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Sa…Ball Corporation 401…, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401…Scl Health 401(k) Re…, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Re…Woodward Retirement …, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement …Empower Retirement, …, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, …
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) Profi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan by total assets, not by location.

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).

Next read for Wheeler Trigg O'donnell LLP 401(k) Profi…

Scale reading

Ways to act on Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan's numbers.

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.