401(k) · DOL Form 5500 · 2023

Wedgewood Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
13
Participants Small participant base
62nd
Percentile by assets National rank
$913,018
Avg per participant High balance/head
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Official DOL plan name: Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan · Sponsored by Wedgewood Partners, Inc. · Missouri · Finance & Insurance

$12M in assets, 13 participants

Wedgewood Partners, Inc.'s Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan reported $12M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,180 in Finance & Insurance (8,869 peers)

Wedgewood Partners, Inc. multi-year trail

Wedgewood Partners, Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan at $12M / 13 participants.

#4,180
in Finance & Insurance (8,869 peers)
+23.7%
assets growth YoY

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs every filed plan by assets

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

$11,869,230 Top 38% higher than 62% 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

Wedgewood Partners, Inc. Employee Savings & Profit Sharing 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. Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431468106 · Wedgewood Partners, Inc. PY 2023 · 401(k)

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan · $12M · 13 · 62nd

  • PART $12M
  • TYPE 13
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near Utility/Keystone Trailer Sales, Inc. 401(k) Profit Sharing Plan
  • BOY ind #4180

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 Missouri →

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan in the asset neighbourhood

Wedgewood Partners, Inc. Employee Savings & Profit Sharing PlanWedgewood Partners, Inc. Emp…$12MUtility/Keystone Trailer Sales, Inc. 401(k) Profit Sharing PlanUtility/Keystone Trailer Sal…$12MMik Fund Solutions 401(k) PlanMik Fund Solutions 401(k) Pl…$12MTaylor Day, P.a. Profit Sharing PlanTaylor Day, P.a. Profit Shar…$12MSpectrum Retirement Communities 401(k) PlanSpectrum Retirement Communit…$12M
End-of-year total assets ($M) among Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wedgewood Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$14M 50.188566686822966% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.6M $14.4M ▲ +50.1%
Year Plans Participants Total Assets
2022 1 15 $10M
2023 1 13 $12M
2024 1 11 $14M

Wedgewood Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN431468106
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan, Total assets ($B): 0.01186923 · Participants: 13Wedgewood Partners, Inc. Employee Savings & Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan side-by-side with 3 peers →

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Utility/Keystone Trailer Sales, Inc. 401(k) Profit Sharing Plan in PA ($12M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan assets move in 2023? ▼
Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan grew sharply - up 23.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Wedgewood Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wedgewood Partners, Inc.'s sponsor-wide assets grew 50.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utility/Keystone Trailer Sales, Inc. 401(k) Profit Sharing Plan in PA ($12M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 431468106.

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.