401(k) · DOL Form 5500 · 2023

Wells, Wascow & Roessler, L.L.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
46th
Percentile by assets National rank
$487,426
Avg per participant High balance/head
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Official DOL plan name: Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust · Sponsored by Wells, Wascow & Roessler, L.L.C. · Illinois · Healthcare & Social Assistance

$5M in assets, 11 participants

Wells, Wascow & Roessler, L.L.C.'s Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,823 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust grew sharply 17.8% in 2023 ($5M → $5M) for 11 participants.

#8,823
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,361,687 46th percentile higher than 46% 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

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust reported net income rose from -$819K in the plan year 2022 filing to $811K in the plan year 2023 filing.
  • Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463951425 · Wells, Wascow & Roessler, L.L.C. PY 2023 · 401(k)

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust · $5M · 11 · 46th

  • IND $5M
  • EOY 11
  • 5500 46th
  • ASSETS 401(k)
  • PCT near Hudson Valley Lighting Inc 401(k) Profit Sharing Plan & Trust
  • EIN ind #8823

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust in the asset neighbourhood

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & TrustWells, Wascow & Roessler, L.…$5MHudson Valley Lighting Inc 401(k) Profit Sharing Plan & TrustHudson Valley Lighting Inc 4…$5MInsights North America 401(k) PlanInsights North America 401(k…$5MMks2, LLC Retirement Trust$5MThe Reserve Club 401(k) Plan$5M
End-of-year total assets ($M) among Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wells, Wascow & Roessler, L.L.C. years around the 2023 move

Sponsor-wide plan assets over time

All Wells, Wascow & Roessler, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.55M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 11 $5M
2024 1 N/A N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$811K
Employer EIN463951425
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust, Total assets ($B): 0.005361687 · Participants: 11Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust side-by-side with 3 peers →

Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hudson Valley Lighting Inc 401(k) Profit Sharing Plan & Trust in NY ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust assets move in 2023? ▼
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust grew sharply - up 17.8% during 2023, from $5M to $5M. Reported net income was $811K.
Which 401(k) plans are similar in size to Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hudson Valley Lighting Inc 401(k) Profit Sharing Plan & Trust in NY ($5M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 463951425.

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.