Profit Sharing · DOL Form 5500 · 2023
W&a Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $427,440
- Avg per participant High balance/head
Official DOL plan name: W&a Investments, Inc. Retirement Plan · Sponsored by W&a Investments, Inc. · Ohio · Professional & Technical Services
$6M in assets, 13 participants
W&a Investments, Inc.'s W&a Investments, Inc. Retirement Plan reported $6M in total assets and 13 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.
- #9,016 in Professional & Technical Services (20,321 peers)
W&a Investments, Inc. multi-year trail
W&a Investments, Inc.'s plans moved -72.4% in assets from 2022 to 2024; this filing shows W&a Investments, Inc. Retirement Plan at $6M / 13 participants.
- #9,016
- in Professional & Technical Services (20,321 peers)
- +2.4%
- assets growth YoY
W&a Investments, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
W&a Investments, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,556,719 46th percentile higher than 46% 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
W&a Investments, Inc. Retirement 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. W&a Investments, Inc. Retirement 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
- W&a Investments, Inc. Retirement Plan reported net income fell from $567K in the plan year 2022 filing to $131K in the plan year 2023 filing.
- W&a Investments, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 814179766 · W&a Investments, Inc. PY 2023 · Profit Sharing
W&a Investments, Inc. Retirement Plan · $6M · 13 · 46th
- 5500 $6M
- ASSETS 13
- PCT 46th
- EIN Profit Sharing
- RANK near Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust
- PHOTO ind #9016
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 Professional & Technical Services retirement plans → · Plans in Ohio →
W&a Investments, Inc. Retirement Plan in the asset neighbourhood
W&a Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All W&a Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 72.36091217291627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $5M |
| 2023 | 1 | 13 | $6M |
| 2024 | 1 | 21 | $1M |
W&a Investments, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $131K |
| Employer EIN | 814179766 |
| Plan Effective Date | 2016-10-19 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
W&a Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust in IL ($6M); by covered participants it is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
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.