401(k) · DOL Form 5500 · 2023

WACOSA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
122
Participants Small participant base
37th
Percentile by assets National rank
$27,140
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wacosa 401(k) Profit Sharing Plan · Sponsored by WACOSA · Minnesota · Healthcare & Social Assistance

$3M in assets, 122 participants

WACOSA's Wacosa 401(k) Profit Sharing Plan reported $3M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,847 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Wacosa 401(k) Profit Sharing Plan covers 122 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#6,847
in Healthcare & Social Assistance (17,684 peers)
+33.9%
assets growth YoY

Wacosa 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wacosa 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,311,054 37th percentile higher than 37% 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

Wacosa 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wacosa 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wacosa 401(k) Profit Sharing Plan reported net income rose from -$733K in the plan year 2022 filing to $839K in the plan year 2023 filing.
  • Wacosa 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410871466 · WACOSA PY 2023 · 401(k)

Wacosa 401(k) Profit Sharing Plan · $3M · 122 · 37th

  • EOY $3M
  • 5500 122
  • ASSETS 37th
  • PCT 401(k)
  • EIN near Diagnostic Pathology Services, Inc. 401(k) Plan
  • RANK ind #6847

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 Minnesota →

Wacosa 401(k) Profit Sharing Plan in the asset neighbourhood

Wacosa 401(k) Profit Sharing PlanWacosa 401(k) Profit Sharing…$3MDiagnostic Pathology Services, Inc. 401(k) PlanDiagnostic Pathology Service…$3MEva Care Group 401(k) Retirement Plan and TrustEva Care Group 401(k) Retire…$3MIckovic & Co. PC Profit Sharing Plan and TrustIckovic & Co. PC Profit Shar…$3MSkjodt-Barrett Contract Packaging LLC 401(k) PlanSkjodt-Barrett Contract Pack…$3M
End-of-year total assets ($M) among Wacosa 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$839K
Employer EIN410871466
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WACOSA)

Sponsor-wide plan assets over time

All WACOSA plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.05058887538252% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.47M $3.56M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 122 $2M
2023 1 122 $3M
2024 1 130 $4M

Nearby 401(k) Plans in Minnesota

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

Wacosa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Wacosa 401(k) Profit Sharing Plan, Total assets ($B): 0.003311054 · Participants: 122Wacosa 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Wacosa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Wacosa 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wacosa 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Diagnostic Pathology Services, Inc. 401(k) Plan in ID ($3M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Wacosa 401(k) Profit Sharing Plan assets move in 2023? ▼
Wacosa 401(k) Profit Sharing Plan surged - up 33.9% during 2023, from $2M to $3M. Reported net income was $839K.
How have WACOSA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), WACOSA's sponsor-wide assets grew 44.1%, from $2M to $4M.
Which 401(k) plans are similar in size to Wacosa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diagnostic Pathology Services, Inc. 401(k) Plan in ID ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Wacosa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 410871466.

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.