401(k) · DOL Form 5500 · 2022
Wagner, Falconer, and Judd, Ltd. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $84,440
- Avg per participant Below avg balance/head
Official DOL plan name: Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust · Sponsored by Wagner, Falconer, and Judd, Ltd. · Minnesota · Professional & Technical Services
$5M in assets, 63 participants
Wagner, Falconer, and Judd, Ltd.'s Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust reported $5M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,708 in Professional & Technical Services (21,562 peers)
2022 asset change
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust pulled back noticeably 11.1% in 2022 ($6M → $5M) for 63 participants.
- #10,708
- in Professional & Technical Services (21,562 peers)
- -11.1%
- assets change YoY
The plan reported a net loss of $663K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,319,714 Top 48% higher than 52% 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
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and 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. Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust is a small filing (63 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 410984139 · Wagner, Falconer, and Judd, Ltd. PY 2022 · 401(k)
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust · $5M · 63 · 52nd
- BOY $5M
- SCH 63
- EBSA 52nd
- PART 401(k)
- TYPE near Beacon Communications LLC 401(k) Profit Sharing Plan
- NET ind #10708
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 Minnesota →
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust in the asset neighbourhood
Wagner, Falconer, and Judd, Ltd. years around the 2022 move
Sponsor-wide plan assets over time
All Wagner, Falconer, and Judd, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 5.780912282126445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $5M |
| 2023 | 1 | 52 | $5M |
| 2024 | 1 | 56 | $6M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$663K |
| Employer EIN | 410984139 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Beacon Communications LLC 401(k) Profit Sharing Plan in CO ($5M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Beacon Communications LLC 401(k) Profit Sharing Plan (CO) $5M · 127
- Outsourced Associates & Staffing 401(k) Plan (UT) $5M · 246
- Vexos 401(k) Plan (OH) $5M · 93
- Orthoanesthesia PC 401(k) Plan (NE) $5M · 16
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
- Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan (WI) 63 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 63 · 0 off
- Land Title Company of Kitsap County 401(k) Plan (WA) 63 · 0 off
- Hometown Bancshares, Inc. 401(k) Profit Sharing Plan & Trust (WV) 63 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.