401(k) · DOL Form 5500 · 2023
Wemmer Management Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Wemmer Management Investment Retirement Plan · Sponsored by Wemmer Management Investments, Inc. · Wisconsin · Food Services & Accommodation
$1M in assets, 1 participants
Wemmer Management Investments, Inc.'s Wemmer Management Investment Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #2,330 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Wemmer Management Investment Retirement Plan ranks #2,330 of 3,828 2023 filers by assets (1678% of the sector average)-$1M for 1 participant.
- #2,330
- in Food Services & Accommodation (3,828 peers)
- +0.0%
- assets growth YoY
Wemmer Management Investment Retirement Plan among the smaller filed plans by assets
Wemmer Management Investment Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,166,184 25th percentile higher than 25% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wemmer Management Investment 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. Wemmer Management Investment Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 823241750 · Wemmer Management Investments, Inc. PY 2023 · 401(k)
Wemmer Management Investment Retirement Plan · $1M · 1 · 25th
- SCH $1M
- SCH 1
- SCH 25th
- SCH 401(k)
- SCH near Logility Distribution, Inc. 401(k) Profit Sharing Plan
- SCH ind #2330
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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →
Wemmer Management Investment Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Employer EIN | 823241750 |
| Plan Effective Date | 2017-11-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wemmer Management Investments, Inc.)
Sponsor-wide plan assets over time
All Wemmer Management Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Wemmer Management Investment Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Logility Distribution, Inc. 401(k) Profit Sharing Plan in OH ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.