401(k) · DOL Form 5500 · 2023

Wentz Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$249,757
Avg per participant Above avg balance/head
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Official DOL plan name: Wentz Financial Group, LLC 401(k) Plan · Sponsored by Wentz Financial Group, LLC · Ohio · Finance & Insurance

$2M in assets, 10 participants

Wentz Financial Group, LLC's Wentz Financial Group, LLC 401(k) Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,030 in Finance & Insurance (8,869 peers)

Wentz Financial Group, LLC multi-year trail

Wentz Financial Group, LLC's plans moved +64.1% in assets from 2022 to 2024; this filing shows Wentz Financial Group, LLC 401(k) Plan at $2M / 10 participants.

#2,030
in Finance & Insurance (8,869 peers)
+37.0%
assets growth YoY

Wentz Financial Group, LLC 401(k) Plan among the smaller filed plans by assets

Wentz Financial Group, LLC 401(k) Plan vs every filed plan by assets

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

$2,497,574 33rd percentile higher than 33% 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

Wentz Financial Group, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wentz Financial Group, LLC 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wentz Financial Group, LLC 401(k) Plan reported net income rose from -$743K in the plan year 2022 filing to $675K in the plan year 2023 filing.
  • Wentz Financial Group, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wentz Financial Group, LLC 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201944381 · Wentz Financial Group, LLC PY 2023 · 401(k)

Wentz Financial Group, LLC 401(k) Plan · $2M · 10 · 33rd

  • NET $2M
  • NET 10
  • NET 33rd
  • NET 401(k)
  • NET near Aramcor, Inc. Profit Sharing Plan
  • NET ind #2030

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 Ohio →

Wentz Financial Group, LLC 401(k) Plan in the asset neighbourhood

Wentz Financial Group, LLC 401(k) PlanWentz Financial Group, LLC 4…$2MAramcor, Inc. Profit Sharing PlanAramcor, Inc. Profit Sharing…$2MHibiscus Childrens Center Inc 401(k) Profit Sharing Plan & TrustHibiscus Childrens Center In…$2MThe National Standards Authori 401(k) Profit Sharing Plan & TrustThe National Standards Autho…$2MAgmus Ventures Retirement PlanAgmus Ventures Retirement Pl…$2M
End-of-year total assets ($M) among Wentz Financial Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wentz Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wentz Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 64.13412840725397% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.82M $2.99M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 10 $2M
2024 1 14 $3M

Wentz Financial Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$675K
Employer EIN201944381
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Wentz Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wentz Financial Group, LLC 401(k) Plan, Total assets ($B): 0.002497574 · Participants: 10Wentz Financial Group, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Wentz Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wentz Financial Group, LLC 401(k) Plan side-by-side with 3 peers →

Wentz Financial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Aramcor, Inc. Profit Sharing Plan in TX ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); 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 Wentz Financial Group, LLC 401(k) Plan assets move in 2023? ▼
Wentz Financial Group, LLC 401(k) Plan surged - up 37.0% during 2023, from $2M to $2M. Reported net income was $675K.
How have Wentz Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wentz Financial Group, LLC's sponsor-wide assets grew 64.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Wentz Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aramcor, Inc. Profit Sharing Plan in TX ($2M, 564 participants).
Which 401(k) plans cover a similar participant headcount to Wentz Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 201944381.

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.