401(k) · DOL Form 5500 · 2022

Waggoner Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
111
Participants Small participant base
65th
Percentile by assets National rank
$90,879
Avg per participant Below avg balance/head
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Official DOL plan name: Waggoner Engineering, Inc. 401(k) Plan & Trust · Sponsored by Waggoner Engineering, Inc. · Mississippi · Professional & Technical Services

$10M in assets, 111 participants

Waggoner Engineering, Inc.'s Waggoner Engineering, Inc. 401(k) Plan & Trust reported $10M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,758 in Professional & Technical Services (21,562 peers)

Coverage in Mississippi

Waggoner Engineering, Inc. 401(k) Plan & Trust covers 111 participants in Mississippi, about 30% of the average Mississippi filer (state average ~366 per filing). Assets: $10M.

#13,758
in Professional & Technical Services (21,562 peers)
-12.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waggoner Engineering, Inc. 401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Waggoner Engineering, Inc. 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,087,593 Top 35% higher than 65% of 139,123 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 2022

Waggoner Engineering, Inc. 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waggoner Engineering, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (111 participants).

Form 5500 schedule snapshot

Filing strip 640591204 · Waggoner Engineering, Inc. PY 2022 · 401(k)

Waggoner Engineering, Inc. 401(k) Plan & Trust · $10M · 111 · 65th

  • NET $10M
  • NET 111
  • NET 65th
  • NET 401(k)
  • NET near Chalk Mountain Services of Texas, LLC 401(k) Plan
  • NET ind #13758

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 Mississippi →

Waggoner Engineering, Inc. 401(k) Plan & Trust in the asset neighbourhood

Waggoner Engineering, Inc. 401(k) Plan & TrustWaggoner Engineering, Inc. 4…$10MChalk Mountain Services of Texas, LLC 401(k) PlanChalk Mountain Services of T…$10MTrulife, Inc. 401(k) Savings PlanTrulife, Inc. 401(k) Savings…$10MDaniels Tire Service, Inc. Cash or Deferred Profit Sharing Plan & TrustDaniels Tire Service, Inc. C…$10MAnsett Aircraft Spares & Services, Inc. 401(k) PlanAnsett Aircraft Spares & Ser…$10M
End-of-year total assets ($M) among Waggoner Engineering, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN640591204
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waggoner Engineering, Inc.)

Sponsor-wide plan assets over time

All Waggoner Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.94304449039528% vs 2022
2023 filing year
$10M$10.5M$11M 20222023 $10.1M $10.9M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 111 $10M
2023 1 154 $11M

Nearby 401(k) Plans in Mississippi

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

Waggoner Engineering, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Waggoner Engineering, Inc. 401(k) Plan & Trust, Total assets ($M): 10.087593 · Participants: 111Waggoner Engineering, Inc. 401(k) Plan & TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Waggoner Engineering, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Waggoner Engineering, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Waggoner Engineering, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Chalk Mountain Services of Texas, LLC 401(k) Plan in TX ($10M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waggoner Engineering, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Waggoner Engineering, Inc. 401(k) Plan & Trust pulled back noticeably - down 12.1% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Waggoner Engineering, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waggoner Engineering, Inc.'s sponsor-wide assets grew 7.9%, from $10M to $11M.
Which 401(k) plans are similar in size to Waggoner Engineering, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chalk Mountain Services of Texas, LLC 401(k) Plan in TX ($10M, 621 participants).
Which 401(k) plans cover a similar participant headcount to Waggoner Engineering, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640591204.

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.