401(k) · DOL Form 5500 · 2023

Wfn Strategies 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 4
Participants Small participant base: 33rd
Percentile by assets National rank: $618,023
Avg per participant High balance/head

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Official DOL plan name: Wfn Strategies 401(k) Plan · Sponsored by Wfn Strategies 401(k) Plan · Virginia · Professional & Technical Services

$2M in assets, 4 participants

Wfn Strategies 401(k) Plan's Wfn Strategies 401(k) Plan reported $2M in total assets and 4 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.

#5,995 in Professional & Technical Services (20,321 peers)

Wfn Strategies 401(k) Plan multi-year trail

Wfn Strategies 401(k) Plan's plans moved +36.3% in assets from 2022 to 2024; this filing shows Wfn Strategies 401(k) Plan at $2M / 4 participants.

#5,995
in Professional & Technical Services (20,321 peers): +19.9%
assets growth YoY

Wfn Strategies 401(k) Plan among the smaller filed plans by assets

Wfn Strategies 401(k) Plan vs every filed plan by assets

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

$2,472,092 33rd percentile higher than 33% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wfn Strategies 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. Wfn Strategies 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wfn Strategies 401(k) Plan reported net income rose from -$91K in the plan year 2022 filing to $410K in the plan year 2023 filing.
Wfn Strategies 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 542054857 · Wfn Strategies 401(k) Plan PY 2023 · 401(k)

Wfn Strategies 401(k) Plan · $2M · 4 · 33rd

BOY $2M
SCH 4
EBSA 33rd
PART 401(k)
TYPE near Civitas Senior Healthcare 401(k) Plan
NET ind #5995

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 Virginia →

End-of-year total assets ($M) among Wfn Strategies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wfn Strategies 401(k) Plan multi-year asset trail

Latest sponsor-wide plan assets: $3M 36.33114995580394% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$2M
2023	1	4	$2M
2024	1	4	$3M

Wfn Strategies 401(k) Plan filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$410K
Employer EIN	542054857
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Wfn Strategies 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Wfn Strategies 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Civitas Senior Healthcare 401(k) Plan in TX ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Civitas Senior Healthcare 401(k) Plan (TX) $2M · 636
Dataclarity Corporation 401(k) Plan (NC) $2M · 3
The Kirk Auto Group 401(k) Plan (MS) $2M · 171
IRA Middleswarth & Son, Inc. 401(k) Plan (PA) $2M · 92

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 Wfn Strategies 401(k) Plan assets move in 2023? ▼

Wfn Strategies 401(k) Plan grew sharply - up 19.9% during 2023, from $2M to $2M. Reported net income was $410K.

How have Wfn Strategies 401(k) Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wfn Strategies 401(k) Plan's sponsor-wide assets grew 36.3%, from $2M to $3M.

Which 401(k) plans are similar in size to Wfn Strategies 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Civitas Senior Healthcare 401(k) Plan in TX ($2M, 636 participants).

Which 401(k) plans cover a similar participant headcount to Wfn Strategies 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 542054857.