401(k) · DOL Form 5500 · 2022

Wgm Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
103
Participants Small participant base
69th
Percentile by assets National rank
$122,877
Avg per participant Near avg balance/head
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Official DOL plan name: Wgm Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Wgm Group, Inc. · Montana · Professional & Technical Services

$13M in assets, 103 participants

Wgm Group, Inc.'s Wgm Group, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,840 in Professional & Technical Services (21,562 peers)

Coverage in Montana

Wgm Group, Inc. 401(k) Profit Sharing Plan covers 103 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $13M.

#14,840
in Professional & Technical Services (21,562 peers)
+3.4%
assets growth YoY

Wgm Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Wgm Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,656,378 Top 31% higher than 69% 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

Wgm Group, Inc. 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. Wgm Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (103 participants).

Form 5500 schedule snapshot

Filing strip 810382876 · Wgm Group, Inc. PY 2022 · 401(k)

Wgm Group, Inc. 401(k) Profit Sharing Plan · $13M · 103 · 69th

  • ASSETS $13M
  • ASSETS 103
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near Ltk 401(k) Plan
  • ASSETS ind #14840

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 Montana →

Wgm Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wgm Group, Inc. 401(k) Profit Sharing PlanWgm Group, Inc. 401(k) Profi…$13MLtk 401(k) Plan$13MThe Hamlin Companies, Inc. 401(k) Profit Sharing PlanThe Hamlin Companies, Inc. 4…$13MGatto, Pope & Walwick, LLP 401(k) Profit Sharing PlanGatto, Pope & Walwick, LLP 4…$13MInverness Counsel 401(k) Plan$13M
End-of-year total assets ($M) among Wgm Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$413K
Employer EIN810382876
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wgm Group, Inc.)

Sponsor-wide plan assets over time

All Wgm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 51.29307136686341% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.7M $19.2M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 103 $13M
2023 1 114 $17M
2024 1 111 $19M

Nearby 401(k) Plans in Montana

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

Wgm Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Wgm Group, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 12.656378 · Participants: 103Wgm Group, Inc. 401(k) Profit Sharing PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Wgm Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Wgm Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wgm Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Ltk 401(k) Plan in TX ($13M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Wgm Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Wgm Group, Inc. 401(k) Profit Sharing Plan edged up modestly - up 3.4% during 2022, from $12M to $13M. Reported net income was $413K.
How have Wgm Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wgm Group, Inc.'s sponsor-wide assets grew 51.3%, from $13M to $19M.
Which 401(k) plans are similar in size to Wgm Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ltk 401(k) Plan in TX ($13M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Wgm Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Widen Enterprises LLC in WI (103 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 810382876.

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.