401(k) · DOL Form 5500 · 2022

Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
165
Participants Small participant base
67th
Percentile by assets National rank
$67,307
Avg per participant Below avg balance/head
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Official DOL plan name: Secrest Wardle 401(k) Profit Sharing Plan · Sponsored by Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC · Michigan · Professional & Technical Services

$11M in assets, 165 participants

Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC's Secrest Wardle 401(k) Profit Sharing Plan reported $11M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,255 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

Secrest Wardle 401(k) Profit Sharing Plan covers 165 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $11M.

#14,255
in Professional & Technical Services (21,562 peers)
-30.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Secrest Wardle 401(k) Profit Sharing Plan's outsized position by total assets

Secrest Wardle 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,105,610 Top 33% higher than 67% 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

Secrest Wardle 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. Secrest Wardle 401(k) Profit Sharing Plan sits mid-pack in the medium band (165 participants).

Published 5500 schedule card

Filing strip 381863919 · Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC PY 2022 · 401(k)

Secrest Wardle 401(k) Profit Sharing Plan · $11M · 165 · 67th

  • TYPE $11M
  • TYPE 165
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Carter Healthcare, LLC 401(k) and Profit Sharing Plan
  • TYPE ind #14255

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 Michigan →

Secrest Wardle 401(k) Profit Sharing Plan in the asset neighbourhood

Secrest Wardle 401(k) Profit Sharing PlanSecrest Wardle 401(k) Profit…$11MCarter Healthcare, LLC 401(k) and Profit Sharing PlanCarter Healthcare, LLC 401(k…$11MGenerant Company, Inc. 401(k) Profit Sharing Plan and TrustGenerant Company, Inc. 401(k…$11MLasher Auto Group 401(k) Profit Sharing PlanLasher Auto Group 401(k) Pro…$11MExtell Development Company 401(k) PlanExtell Development Company 4…$11M
End-of-year total assets ($M) among Secrest Wardle 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$11M
Net Income-$5M
Employer EIN381863919
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC)

Sponsor-wide plan assets over time

All Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.111874989307207% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $12.9M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 165 $11M
2023 1 155 $12M
2024 1 140 $13M

Nearby 401(k) Plans in Michigan

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

Secrest Wardle 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Secrest Wardle 401(k) Profit Sharing Plan, Total assets ($B): 0.01110561 · Participants: 165Secrest Wardle 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Secrest Wardle 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Secrest Wardle 401(k) Profit Sharing Plan side-by-side with 3 peers →

Secrest Wardle 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Carter Healthcare, LLC 401(k) and Profit Sharing Plan in OK ($11M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Secrest Wardle 401(k) Profit Sharing Plan assets move in 2022? ▼
Secrest Wardle 401(k) Profit Sharing Plan contracted severely - down 30.1% during 2022, from $16M to $11M. Reported net income was -$5M.
How have Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC's sponsor-wide assets grew 16.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Secrest Wardle 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carter Healthcare, LLC 401(k) and Profit Sharing Plan in OK ($11M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Secrest Wardle 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 participants, N/A 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 381863919.

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.