401(k) · DOL Form 5500 · 2023

Wurtec, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
85
Participants Small participant base
63rd
Percentile by assets National rank
$141,507
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wurtec 401(k) Retirement Plan · Sponsored by Wurtec, Inc. · Ohio · Wholesale Trade

$12M in assets, 85 participants

Wurtec, Inc.'s Wurtec 401(k) Retirement Plan reported $12M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,501 in Wholesale Trade (6,309 peers)

Wurtec, Inc. multi-year trail

Wurtec, Inc.'s plans moved +43.0% in assets from 2022 to 2024; this filing shows Wurtec 401(k) Retirement Plan at $12M / 85 participants.

#3,501
in Wholesale Trade (6,309 peers)
+26.7%
assets growth YoY

Wurtec 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Wurtec 401(k) Retirement Plan vs every filed plan by assets

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

$12,028,057 Top 37% higher than 63% 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

Wurtec 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wurtec 401(k) Retirement Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wurtec 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wurtec 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wurtec 401(k) Retirement Plan reported participants rose from 73 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341478051 · Wurtec, Inc. PY 2023 · 401(k)

Wurtec 401(k) Retirement Plan · $12M · 85 · 63rd

  • EBSA $12M
  • PART 85
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Allied Mortgage Group, Inc. Profit Sharing Plan
  • VS-ST ind #3501

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 Wholesale Trade retirement plans → · Plans in Ohio →

Wurtec 401(k) Retirement Plan in the asset neighbourhood

Wurtec 401(k) Retirement Plan$12MAllied Mortgage Group, Inc. Profit Sharing PlanAllied Mortgage Group, Inc. …$12MIBEW Local No. 82 401 K Plan$12MDaher Aircraft, Inc. 401(k) PlanDaher Aircraft, Inc. 401(k) …$12MPattillo Construction Corporation Profit Sharing Retirement Plan and TrustPattillo Construction Corpor…$12M
End-of-year total assets ($M) among Wurtec 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wurtec, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wurtec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 43.030706718315486% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.49M $13.6M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 73 $9M
2023 1 85 $12M
2024 1 92 $14M

Wurtec, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN341478051
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Wurtec 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wurtec 401(k) Retirement Plan, Total assets ($B): 0.012028057 · Participants: 85Wurtec 401(k) Retirement 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
Wurtec 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wurtec 401(k) Retirement Plan side-by-side with 3 peers →

Wurtec 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Allied Mortgage Group, Inc. Profit Sharing Plan in PA ($12M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Wurtec 401(k) Retirement Plan assets move in 2023? ▼
Wurtec 401(k) Retirement Plan grew sharply - up 26.7% during 2023, from $9M to $12M. Reported net income was $3M.
How have Wurtec, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wurtec, Inc.'s sponsor-wide assets grew 43.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Wurtec 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Mortgage Group, Inc. Profit Sharing Plan in PA ($12M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Wurtec 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 341478051.

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.