401(k) · DOL Form 5500 · 2023

Werth Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
15
Participants Small participant base
52nd
Percentile by assets National rank
$497,948
Avg per participant High balance/head
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Official DOL plan name: Werth Wealth Management Profit Sharing Plan · Sponsored by Werth Wealth Management, LLC · Kansas · Finance & Insurance

$7M in assets, 15 participants

Werth Wealth Management, LLC's Werth Wealth Management Profit Sharing Plan reported $7M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,331 in Finance & Insurance (8,869 peers)

Werth Wealth Management, LLC multi-year trail

Werth Wealth Management, LLC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Werth Wealth Management Profit Sharing Plan at $7M / 15 participants.

#3,331
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY

Werth Wealth Management Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Werth Wealth Management Profit Sharing Plan vs every filed plan by assets

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

$7,469,224 Top 48% higher than 52% 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

Werth Wealth Management 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. Werth Wealth Management Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Werth Wealth Management Profit Sharing Plan reported net income rose from -$474K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Werth Wealth Management Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Werth Wealth Management Profit Sharing Plan reported participants rose from 13 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383768454 · Werth Wealth Management, LLC PY 2023 · 401(k)

Werth Wealth Management Profit Sharing Plan · $7M · 15 · 52nd

  • VS-ST $7M
  • BOY 15
  • SCH 52nd
  • EBSA 401(k)
  • PART near Carbon Energy Corporation 401(k) Plan
  • TYPE ind #3331

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 Kansas →

Werth Wealth Management Profit Sharing Plan in the asset neighbourhood

Werth Wealth Management Profit Sharing PlanWerth Wealth Management Prof…$7MCarbon Energy Corporation 401(k) PlanCarbon Energy Corporation 40…$7MFaith Medical 401(k) Profit Sharing PlanFaith Medical 401(k) Profit …$7MLusamerica 401(k) Plan$7MApex Dermatology and Skin Surgery Center, LLC Profit Sharing PlanApex Dermatology and Skin Su…$7M
End-of-year total assets ($M) among Werth Wealth Management Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Werth Wealth Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Werth Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.20175339847122% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.01M $8.55M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 13 $6M
2023 1 15 $7M
2024 1 16 $9M

Werth Wealth Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN383768454
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Werth Wealth Management Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Werth Wealth Management Profit Sharing Plan, Total assets ($B): 0.007469224 · Participants: 15Werth Wealth Management Profit Sharing PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Werth Wealth Management Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Werth Wealth Management Profit Sharing Plan side-by-side with 3 peers →

Werth Wealth Management Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Carbon Energy Corporation 401(k) Plan in CO ($7M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Werth Wealth Management Profit Sharing Plan assets move in 2023? ▼
Werth Wealth Management Profit Sharing Plan grew sharply - up 24.2% during 2023, from $6M to $7M. Reported net income was $1M.
How have Werth Wealth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Werth Wealth Management, LLC's sponsor-wide assets grew 42.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Werth Wealth Management Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carbon Energy Corporation 401(k) Plan in CO ($7M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Werth Wealth Management Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 383768454.

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.