Profit Sharing · DOL Form 5500 · 2023

Gilbert Wadina Ltd Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
38th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Gilbert Wadina Ltd Profit Sharing Plan and Trust · Sponsored by Gilbert Wadina Ltd · Wisconsin · Finance & Insurance

$3M in assets, 1 participants

Gilbert Wadina Ltd's Gilbert Wadina Ltd Profit Sharing Plan and Trust reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,332 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Gilbert Wadina Ltd Profit Sharing Plan and Trust holds $3M for 1 participant - about $3.4M per participant, in the lower half of filed plans by assets.

#2,332
in Finance & Insurance (8,869 peers)
-1.3%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gilbert Wadina Ltd Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Gilbert Wadina Ltd Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,448,636 38th percentile higher than 38% of 127,068 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 2023

Gilbert Wadina Ltd Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gilbert Wadina Ltd Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gilbert Wadina Ltd Profit Sharing Plan and Trust reported net income rose from -$671K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
  • Gilbert Wadina Ltd Profit Sharing Plan and Trust end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 392009549 · Gilbert Wadina Ltd PY 2023 · Profit Sharing

Gilbert Wadina Ltd Profit Sharing Plan and Trust · $3M · 1 · 38th

  • PART $3M
  • PART 1
  • PART 38th
  • PART Profit Sharing
  • PART near Mason Insurance Agency, Inc. Profit Sharing Plan
  • PART ind #2332

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 Wisconsin →

Gilbert Wadina Ltd Profit Sharing Plan and Trust in the asset neighbourhood

Gilbert Wadina Ltd Profit Sharing Plan and TrustGilbert Wadina Ltd Profit Sh…$3MMason Insurance Agency, Inc. Profit Sharing PlanMason Insurance Agency, Inc.…$3MFrancine Piatt Miller Dds Profit Sharing PlanFrancine Piatt Miller Dds Pr…$3MThe Farmers Bank Amended and Restated Profit PlanThe Farmers Bank Amended and…$3MLee, Livingston, Lee, Nichols & Barron P.C. PspLee, Livingston, Lee, Nichol…$3M
End-of-year total assets ($M) among Gilbert Wadina Ltd Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$47K
Employer EIN392009549
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gilbert Wadina Ltd)

Sponsor-wide plan assets over time

All Gilbert Wadina Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.796546313526534% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M$3.6M 202220232024 $3.5M $3.29M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Nearby Profit Sharing Plans in Wisconsin

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

Gilbert Wadina Ltd Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Gilbert Wadina Ltd Profit Sharing Plan and Trust, Total assets ($B): 0.003448636 · Participants: 1Gilbert Wadina Ltd Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Gilbert Wadina Ltd Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Gilbert Wadina Ltd Profit Sharing Plan and Trust side-by-side with 3 peers →

Gilbert Wadina Ltd Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Mason Insurance Agency, Inc. Profit Sharing Plan in VA ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gilbert Wadina Ltd Profit Sharing Plan and Trust assets move in 2023? ▼
Gilbert Wadina Ltd Profit Sharing Plan and Trust edged down modestly - down 1.3% during 2023, from $3M to $3M. Reported net income was -$47K.
How have Gilbert Wadina Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gilbert Wadina Ltd's sponsor-wide assets declined 5.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Gilbert Wadina Ltd Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Mason Insurance Agency, Inc. Profit Sharing Plan in VA ($3M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Gilbert Wadina Ltd Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 392009549.

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.