401(k) · DOL Form 5500 · 2022
Wedgewood, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 398
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $50,143
- Avg per participant Low balance/head
Official DOL plan name: Wedgewood 401(k) Plan · Sponsored by Wedgewood, LLC · California · Real Estate
$20M in assets, 398 participants
Wedgewood, LLC's Wedgewood 401(k) Plan reported $20M in total assets and 398 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #4,528 in Real Estate (5,057 peers)
Where Wedgewood 401(k) Plan sits by assets
Wedgewood 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 398 participants (~$50,143/participant), down 7.2% in 2022.
- #4,528
- in Real Estate (5,057 peers)
- -7.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wedgewood 401(k) Plan's outsized position by total assets
Wedgewood 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,957,074 Top 23% higher than 77% 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
Wedgewood 401(k) 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. Wedgewood 401(k) Plan sits mid-pack in the medium band (398 participants).
EBSA filing schedule strip
Filing strip 320474995 · Wedgewood, LLC PY 2022 · 401(k)
Wedgewood 401(k) Plan · $20M · 398 · 77th
- ASSETS $20M
- ASSETS 398
- ASSETS 77th
- ASSETS 401(k)
- ASSETS near Community Bank of the Chesapeake 401(k) Plan & Trust
- ASSETS ind #4528
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 California →
Wedgewood 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$2M |
| Employer EIN | 320474995 |
| Plan Effective Date | 2014-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wedgewood, LLC)
Sponsor-wide plan assets over time
All Wedgewood, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 48.990237747276986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 398 | $20M |
| 2023 | 1 | 413 | $26M |
| 2024 | 1 | 371 | $30M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Wedgewood 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Community Bank of the Chesapeake 401(k) Plan & Trust in MD ($20M); by covered participants it is Prime Ae Group, Inc. 401(k) Plan in OH (398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Community Bank of the Chesapeake 401(k) Plan & Trust (MD) $20M · 171
- Ermco, Inc. 401(k) Savings Plan (IN) $20M · 125
- Korber Technologies, Inc. Savings Incentive Plan (VA) $20M · 131
- Wic Group 401(k) Plan (ID) $20M · 363
Similar participant headcount
Nearest other-state filings by covered participants (398 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.