401(k) · DOL Form 5500 · 2022
We Alliance Wealth Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $169,806
- Avg per participant Above avg balance/head
Official DOL plan name: We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan · Sponsored by We Alliance Wealth Advisors, Inc. · California · Finance & Insurance
$1M in assets, 7 participants
We Alliance Wealth Advisors, Inc.'s We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #1,658 in Finance & Insurance (9,261 peers)
2022 asset change
We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan grew at a solid clip 8.8% in 2022 ($1M → $1M) for 7 participants.
- #1,658
- in Finance & Insurance (9,261 peers)
- +8.8%
- assets growth YoY
We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,188,641 27th percentile higher than 27% 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
We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 743091280 · We Alliance Wealth Advisors, Inc. PY 2022 · 401(k)
We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan · $1M · 7 · 27th
- EIN $1M
- RANK 7
- PHOTO 27th
- IND 401(k)
- EOY near Alco High Tech Group, Inc. Employees Retirement
- 5500 ind #1658
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 Finance & Insurance retirement plans → · Plans in California →
We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $96K |
| Employer EIN | 743091280 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
We Alliance Wealth Advisors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Alco High Tech Group, Inc. Employees Retirement in PR ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.