401(k) · DOL Form 5500 · 2022

W.D. Larson Companies Ltd, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
669
Participants Below avg headcount
86th
Percentile by assets National rank
$60,972
Avg per participant Low balance/head
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Official DOL plan name: W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan · Sponsored by W.D. Larson Companies Ltd, Inc. · Minnesota · Retail Trade

$41M in assets, 669 participants

W.D. Larson Companies Ltd, Inc.'s W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan reported $41M in total assets and 669 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,791 in Retail Trade (9,519 peers)

Where W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan sits by assets

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 669 participants (~$60,972/participant), down 13.4% in 2022.

#8,791
in Retail Trade (9,519 peers)
-13.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan's outsized position by total assets

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$40,790,575 Top 14% higher than 86% 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

W.D. Larson Companies Ltd, Inc. 401(k) Retirement 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. W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (669 participants).

EBSA filing schedule strip

Filing strip 411244294 · W.D. Larson Companies Ltd, Inc. PY 2022 · 401(k)

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan · $41M · 669 · 86th

  • BOOK $41M
  • VS-ST 669
  • BOY 86th
  • SCH 401(k)
  • EBSA near Adcs Clinics, LLC, 401(k) Retirement Plan
  • PART ind #8791

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 Retail Trade retirement plans → · Plans in Minnesota →

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan in the asset neighbourhood

Westmont Hospitality Group 401(k) PlanWestmont Hospitality Group 4…$41MConsolidated Rail Corporation Agreement Employees' Savings PlanConsolidated Rail Corporatio…$41MW.D. Larson Companies Ltd, Inc. 401(k) Retirement PlanW.D. Larson Companies Ltd, I…$41MAdcs Clinics, LLC, 401(k) Retirement PlanAdcs Clinics, LLC, 401(k) Re…$41MHonor Technology, Inc. 401(k) PlanHonor Technology, Inc. 401(k…$41M
End-of-year total assets ($M) among W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$41M
Net Income-$6M
Employer EIN411244294
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.D. Larson Companies Ltd, Inc.)

Sponsor-wide plan assets over time

All W.D. Larson Companies Ltd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 35.81870321759377% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.8M $55.4M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 669 $41M
2023 1 711 $48M
2024 1 762 $55M

Nearby 401(k) Plans in Minnesota

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

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan, Total assets ($B): 0.040790575 · Participants: 669W.D. Larson Companies Ltd, Inc. 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Adcs Clinics, LLC, 401(k) Retirement Plan in FL ($41M); by covered participants it is The Pleasant Companies 401(k) Plan and Trust in MD (669 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (669 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 W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan assets move in 2022?
W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan pulled back noticeably - down 13.4% during 2022, from $47M to $41M. Reported net income was -$6M.
How have W.D. Larson Companies Ltd, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), W.D. Larson Companies Ltd, Inc.'s sponsor-wide assets grew 35.8%, from $41M to $55M.
Where does W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Adcs Clinics, LLC, 401(k) Retirement Plan in FL ($41M, 1,852 participants).
Which 401(k) plans cover a similar participant headcount to W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is The Pleasant Companies 401(k) Plan and Trust in MD (669 participants, $17M in assets).