401(k) · DOL Form 5500 · 2023

Wd Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
284
Participants Below avg headcount
81st
Percentile by assets National rank
$118,088
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: W D Partners Profit Sharing Plan · Sponsored by Wd Partners, Inc. · Ohio · Professional & Technical Services

$34M in assets, 284 participants

Wd Partners, Inc.'s W D Partners Profit Sharing Plan reported $34M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,528 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

W D Partners Profit Sharing Plan covers 284 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $34M.

#16,528
in Professional & Technical Services (20,321 peers)
+29.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

W D Partners Profit Sharing Plan's outsized position by total assets

W D Partners Profit Sharing Plan vs every filed plan by assets

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

$33,536,944 Top 19% higher than 81% 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

W D Partners Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W D Partners Profit Sharing Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W D Partners Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • W D Partners Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • W D Partners Profit Sharing Plan reported participants rose from 232 in the plan year 2022 filing to 284 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311451869 · Wd Partners, Inc. PY 2023 · 401(k)

W D Partners Profit Sharing Plan · $34M · 284 · 81st

  • IND $34M
  • IND 284
  • IND 81st
  • IND 401(k)
  • IND near Vallejo Investments, Inc., Retirement Savings Plan
  • IND ind #16528

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 →

W D Partners Profit Sharing Plan in the asset neighbourhood

Centerra Gold 401(k) Plan$34MW D Partners Profit Sharing PlanW D Partners Profit Sharing …$34MVallejo Investments, Inc., Retirement Savings PlanVallejo Investments, Inc., R…$34MHeart of Cardon LLC 401(k) Retirement PlanHeart of Cardon LLC 401(k) R…$34MThe Daylight Transport 401(k) Savings PlanThe Daylight Transport 401(k…$34M
End-of-year total assets ($M) among W D Partners Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN311451869
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wd Partners, Inc.)

Sponsor-wide plan assets over time

All Wd Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 53.79588789675795% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.8M $39.7M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 232 $26M
2023 1 284 $34M
2024 1 288 $40M

Nearby 401(k) Plans in Ohio

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

W D Partners Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants W D Partners Profit Sharing Plan, Total assets ($B): 0.033536944 · Participants: 284W D Partners Profit Sharing 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
W D Partners Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare W D Partners Profit Sharing Plan side-by-side with 3 peers →

W D Partners Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Vallejo Investments, Inc., Retirement Savings Plan in CA ($34M); by covered participants it is Clayton Block Company, Inc. Profit Sharing/401(k) Plan in NJ (284 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (284 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 W D Partners Profit Sharing Plan assets move in 2023? ▼
W D Partners Profit Sharing Plan grew sharply - up 29.9% during 2023, from $26M to $34M. Reported net income was $8M.
How have Wd Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wd Partners, Inc.'s sponsor-wide assets grew 53.8%, from $26M to $40M.
Where does W D Partners Profit Sharing Plan rank by assets among Form 5500 filers? ▼
W D Partners Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to W D Partners Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vallejo Investments, Inc., Retirement Savings Plan in CA ($34M, 46 participants).
Which 401(k) plans cover a similar participant headcount to W D Partners Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clayton Block Company, Inc. Profit Sharing/401(k) Plan in NJ (284 participants, $66M 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 311451869.

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.