Profit Sharing · DOL Form 5500 · 2023

Wfm Acquisition Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$960,553
Avg per participant High balance/head
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Official DOL plan name: Wfm Acquisition Group, Inc. Retirement Plan · Sponsored by Wfm Acquisition Group, Inc. · Arizona · Transportation & Warehousing

$2M in assets, 2 participants

Wfm Acquisition Group, Inc.'s Wfm Acquisition Group, Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #995 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Wfm Acquisition Group, Inc. Retirement Plan holds $2M for 2 participants - about $960,553 per participant, in the lower half of filed plans by assets.

#995
in Transportation & Warehousing (3,362 peers)
+6.0%
assets growth YoY

Wfm Acquisition Group, Inc. Retirement Plan among the smaller filed plans by assets

Wfm Acquisition Group, Inc. Retirement Plan vs every filed plan by assets

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

$1,921,106 30th percentile higher than 30% 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

Wfm Acquisition Group, Inc. Retirement 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. Wfm Acquisition Group, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wfm Acquisition Group, Inc. Retirement Plan reported net income rose from $86K in the plan year 2022 filing to $108K in the plan year 2023 filing.
  • Wfm Acquisition Group, Inc. Retirement 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 →

Form 5500 schedule snapshot

Filing strip 474698658 · Wfm Acquisition Group, Inc. PY 2023 · Profit Sharing

Wfm Acquisition Group, Inc. Retirement Plan · $2M · 2 · 30th

  • PART $2M
  • TYPE 2
  • NET 30th
  • BOOK Profit Sharing
  • VS-ST near Patrick W. Madden, Profit Sharing Plan
  • BOY ind #995

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

Wfm Acquisition Group, Inc. Retirement Plan in the asset neighbourhood

Wfm Acquisition Group, Inc. Retirement PlanWfm Acquisition Group, Inc. …$2MPatrick W. Madden, Profit Sharing PlanPatrick W. Madden, Profit Sh…$2MVictor M. Rodriguez Balasquide Retirement PlanVictor M. Rodriguez Balasqui…$2MTichlor Inc. Retirement Plan$2MC & C Oxygen Company Profit-Sharing PlanC & C Oxygen Company Profit-…$2M
End-of-year total assets ($M) among Wfm Acquisition Group, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$108K
Employer EIN474698658
Plan Effective Date2015-08-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Wfm Acquisition Group, Inc.)

Sponsor-wide plan assets over time

All Wfm Acquisition Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.952849741504163% vs 2022
2024 filing year
$1.75M$1.8M$1.85M$1.9M$1.95M 202220232024 $1.81M $1.92M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wfm Acquisition Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Wfm Acquisition Group, Inc. Retirement Plan, Total assets ($M): 1.921106 · Participants: 2Wfm Acquisition Group, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Wfm Acquisition Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Wfm Acquisition Group, Inc. Retirement Plan side-by-side with 3 peers →

Wfm Acquisition Group, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Patrick W. Madden, Profit Sharing Plan in KY ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Wfm Acquisition Group, Inc. Retirement Plan assets move in 2023? ▼
Wfm Acquisition Group, Inc. Retirement Plan grew at a solid clip - up 6.0% during 2023, from $2M to $2M. Reported net income was $108K.
How have Wfm Acquisition Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wfm Acquisition Group, Inc.'s sponsor-wide assets grew 6.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Wfm Acquisition Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Patrick W. Madden, Profit Sharing Plan in KY ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Wfm Acquisition Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 474698658.

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.