401(k) · DOL Form 5500 · 2022
Wittenstein, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $184,521
- Avg per participant Above avg balance/head
Official DOL plan name: US Wittenstein Group Employees' Retirement and Savings Plan & Trust · Sponsored by Wittenstein, Inc. · Illinois · Wholesale Trade
$19M in assets, 102 participants
Wittenstein, Inc.'s US Wittenstein Group Employees' Retirement and Savings Plan & Trust reported $19M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #5,028 in Wholesale Trade (6,843 peers)
Coverage in Illinois
US Wittenstein Group Employees' Retirement and Savings Plan & Trust covers 102 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $19M.
- #5,028
- in Wholesale Trade (6,843 peers)
- -0.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
US Wittenstein Group Employees' Retirement and Savings Plan & Trust's outsized position by total assets
US Wittenstein Group Employees' Retirement and Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,821,190 Top 24% higher than 76% 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
US Wittenstein Group Employees' Retirement and Savings Plan & Trust 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. US Wittenstein Group Employees' Retirement and Savings Plan & Trust sits mid-pack in the medium band (102 participants).
Form 5500 schedule snapshot
Filing strip 311358180 · Wittenstein, Inc. PY 2022 · 401(k)
US Wittenstein Group Employees' Retirement and Savings Plan & Trust · $19M · 102 · 76th
- BOOK $19M
- VS-ST 102
- BOY 76th
- SCH 401(k)
- EBSA near Valtech 401(k) Savings Plan
- PART ind #5028
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 Wholesale Trade retirement plans → · Plans in Illinois →
US Wittenstein Group Employees' Retirement and Savings Plan & Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$77K |
| Employer EIN | 311358180 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wittenstein, Inc.)
Sponsor-wide plan assets over time
All Wittenstein, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 27.231274961891355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $19M |
| 2023 | 1 | 105 | $22M |
| 2024 | 1 | 105 | $24M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
US Wittenstein Group Employees' Retirement and Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Valtech 401(k) Savings Plan in TX ($19M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- First Choice Bank 401(k) Profit Sharing Plan (CA) 102 · 0 off
- Develey USA 401(k) Plan (TN) 102 · 0 off
- Kahuku Medical Center 401(k) Plan (HI) 102 · 0 off
- Subzero Constructors, Inc. Employee Savings Plan (CA) 102 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.