Profit Sharing · DOL Form 5500 · 2022

Wkendall Financial, Inc. Profit Sharing Plan

Data updated 2026-08-25

$42
Total assets Small plan by assets
6
Participants Small participant base
0th
Percentile by assets National rank
$7
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wkendall Financial, Inc. Retirement Plan · Sponsored by Wkendall Financial, Inc. · Ohio · Professional & Technical Services

$42 in assets, 6 participants

Wkendall Financial, Inc.'s Wkendall Financial, Inc. Retirement Plan reported $42 in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 0th 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.

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

2022 asset change

Wkendall Financial, Inc. Retirement Plan contracted severely 100.0% in 2022 ($348K → $42) for 6 participants.

#20
in Professional & Technical Services (21,562 peers)
-100.0%
assets change YoY

The plan reported a net loss of $348K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wkendall Financial, Inc. Retirement Plan among the smaller filed plans by assets

Wkendall Financial, Inc. Retirement Plan vs every filed plan by assets

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

$42 0th percentile higher than 0% 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

Wkendall Financial, Inc. Retirement 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. Wkendall Financial, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 841874107 · Wkendall Financial, Inc. PY 2022 · Profit Sharing

Wkendall Financial, Inc. Retirement Plan · $42 · 6 · 0th

  • BOOK $42
  • BOOK 6
  • BOOK 0th
  • BOOK Profit Sharing
  • BOOK near Wam Partners, Inc. Retirement Plan
  • BOOK ind #20

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 Ohio →

Wkendall Financial, Inc. Retirement Plan in the asset neighbourhood

Wkendall Financial, Inc. Retirement PlanWkendall Financial, Inc. Ret…$42Wam Partners, Inc. Retirement PlanWam Partners, Inc. Retiremen…$42Sammon Enterprises, Inc. Profit Sharing PlanSammon Enterprises, Inc. Pro…$41Padula Investments, Inc. Retirement PlanPadula Investments, Inc. Ret…$45Big Silver, Inc. Retirement PlanBig Silver, Inc. Retirement …$34
End-of-year total assets ($M) among Wkendall Financial, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wkendall Financial, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Wkendall Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M 20222023 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 6 $42
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$348K
Net Assets (End of Year)$42
Net Income-$348K
Employer EIN841874107
Plan Effective Date2019-07-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wkendall Financial, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Wkendall Financial, Inc. Retirement Plan, Total assets ($B): 4.2e-8 · Participants: 6Wkendall Financial, Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Wkendall Financial, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Wkendall Financial, Inc. Retirement Plan side-by-side with 3 peers →

Wkendall Financial, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Wam Partners, Inc. Retirement Plan in UT ($42); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Wkendall Financial, Inc. Retirement Plan assets move in 2022? ▼
Wkendall Financial, Inc. Retirement Plan contracted severely - down 100.0% during 2022, from $348K to $42. Reported net income was -$348K.
Where does Wkendall Financial, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Wkendall Financial, Inc. Retirement Plan ranks in the 0th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wkendall Financial, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wam Partners, Inc. Retirement Plan in UT ($42, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wkendall Financial, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 841874107.

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.