Profit Sharing · DOL Form 5500 · 2023

Te Wendel Investment Corp. Profit Sharing Plan

Data updated 2026-08-25

$134K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$133,998
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Te Wendel Investment Corp. Retirement Plan · Sponsored by Te Wendel Investment Corp. · Arizona · Other Services

$134K in assets, 1 participants

Te Wendel Investment Corp.'s Te Wendel Investment Corp. Retirement Plan reported $134K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,345 in Other Services (7,857 peers)

Te Wendel Investment Corp. multi-year trail

Te Wendel Investment Corp.'s plans moved -45.4% in assets from 2022 to 2024; this filing shows Te Wendel Investment Corp. Retirement Plan at $134K / 1 participant.

#1,345
in Other Services (7,857 peers)
-72.7%
assets change YoY

The plan reported a net loss of $356K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Te Wendel Investment Corp. Retirement Plan among the smaller filed plans by assets

Te Wendel Investment Corp. Retirement Plan vs every filed plan by assets

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

$133,998 8th percentile higher than 8% 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

Te Wendel Investment Corp. 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. Te Wendel Investment Corp. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Te Wendel Investment Corp. Retirement Plan reported net income fell from $490K in the plan year 2022 filing to -$356K in the plan year 2023 filing.
  • Te Wendel Investment Corp. Retirement Plan end-of-year assets fell from $490K in the plan year 2022 filing to $134K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 883612089 · Te Wendel Investment Corp. PY 2023 · Profit Sharing

Te Wendel Investment Corp. Retirement Plan · $134K · 1 · 8th

  • PART $134K
  • TYPE 1
  • NET 8th
  • BOOK Profit Sharing
  • VS-ST near Dust Han Enterprises Retirement Plan
  • BOY ind #1345

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 Other Services retirement plans → · Plans in Arizona →

Te Wendel Investment Corp. Retirement Plan in the asset neighbourhood

Te Wendel Investment Corp. Retirement PlanTe Wendel Investment Corp. R…$134KDust Han Enterprises Retirement PlanDust Han Enterprises Retirem…$134KWambach Service Inc. Retirement PlanWambach Service Inc. Retirem…$134KKostelnick Enterprises Corporation Profit Sharing PlanKostelnick Enterprises Corpo…$134KJohnson and Company, P.a. Smith Barney Prototype P S PlanJohnson and Company, P.a. Sm…$134K
End-of-year total assets ($M) among Te Wendel Investment Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Te Wendel Investment Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Te Wendel Investment Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$268K 45.39120644678364% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.49M $0.27M ▼ -44.9%
Year Plans Participants Total Assets
2022 1 1 $490K
2023 1 1 $134K
2024 1 1 $268K

Te Wendel Investment Corp. filing trail (2023)

Total Assets (Beginning of Year)$490K
Net Assets (End of Year)$134K
Net Income-$356K
Employer EIN883612089
Plan Effective Date2022-08-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Te Wendel Investment Corp. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Te Wendel Investment Corp. Retirement Plan, Total assets ($M): 0.133998 · Participants: 1Te Wendel Investment Corp. 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
Te Wendel Investment Corp. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Te Wendel Investment Corp. Retirement Plan side-by-side with 3 peers →

Te Wendel Investment Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Dust Han Enterprises Retirement Plan in CA ($134K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Te Wendel Investment Corp. Retirement Plan assets move in 2023? ▼
Te Wendel Investment Corp. Retirement Plan contracted severely - down 72.7% during 2023, from $490K to $134K. Reported net income was -$356K.
How have Te Wendel Investment Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Te Wendel Investment Corp.'s sponsor-wide assets declined 45.4%, from $490K to $268K.
Where does Te Wendel Investment Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Te Wendel Investment Corp. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Te Wendel Investment Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dust Han Enterprises Retirement Plan in CA ($134K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Te Wendel Investment Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 883612089.

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.