401(k) · DOL Form 5500 · 2023

Wadhams Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
641
Participants Below avg headcount
77th
Percentile by assets National rank
$40,155
Avg per participant Low balance/head
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Official DOL plan name: Wadhams Enterprises, Inc. Employee Retirement Savings Plan · Sponsored by Wadhams Enterprises, Inc. · New York · Transportation & Warehousing

$26M in assets, 641 participants

Wadhams Enterprises, Inc.'s Wadhams Enterprises, Inc. Employee Retirement Savings Plan reported $26M in total assets and 641 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,548 in Transportation & Warehousing (3,362 peers)

Where Wadhams Enterprises, Inc. Employee Retirement Savings Plan sits by assets

Wadhams Enterprises, Inc. Employee Retirement Savings Plan sits in the top quartile of all filed plans by assets, $26M for 641 participants (~$40,155/participant), up 15.5% in 2023.

#2,548
in Transportation & Warehousing (3,362 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wadhams Enterprises, Inc. Employee Retirement Savings Plan's outsized position by total assets

Wadhams Enterprises, Inc. Employee Retirement Savings Plan vs every filed plan by assets

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

$25,739,250 Top 23% higher than 77% 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

Wadhams Enterprises, Inc. Employee Retirement Savings 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. Wadhams Enterprises, Inc. Employee Retirement Savings Plan sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wadhams Enterprises, Inc. Employee Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wadhams Enterprises, Inc. Employee Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Wadhams Enterprises, Inc. Employee Retirement Savings Plan reported participants rose from 563 in the plan year 2022 filing to 641 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161397441 · Wadhams Enterprises, Inc. PY 2023 · 401(k)

Wadhams Enterprises, Inc. Employee Retirement Savings Plan · $26M · 641 · 77th

  • RANK $26M
  • PHOTO 641
  • IND 77th
  • EOY 401(k)
  • 5500 near Jobot, LLC 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #2548

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 Transportation & Warehousing retirement plans → · Plans in New York →

Wadhams Enterprises, Inc. Employee Retirement Savings Plan in the asset neighbourhood

Wadhams Enterprises, Inc. Employee Retirement Savings PlanWadhams Enterprises, Inc. Em…$26MJobot, LLC 401(k) Profit Sharing Plan & TrustJobot, LLC 401(k) Profit Sha…$26MDmi Companies, Inc. and Affiliated Companies 401(k) PlanDmi Companies, Inc. and Affi…$26MC & F Enterprises, Inc. 401(k) PlanC & F Enterprises, Inc. 401(…$26MHapo Community Credit Union Employee Investment PlanHapo Community Credit Union …$26M
End-of-year total assets ($M) among Wadhams Enterprises, Inc. Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN161397441
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wadhams Enterprises, Inc.)

Sponsor-wide plan assets over time

All Wadhams Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 63.72860794806845% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.3M $36.5M ▲ +63.7%
Year Plans Participants Total Assets
2022 1 563 $22M
2023 1 641 $26M
2024 1 613 $36M

Nearby 401(k) Plans in New York

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

Wadhams Enterprises, Inc. Employee Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Wadhams Enterprises, Inc. Employee Retirement Savings Plan, Total assets ($B): 0.02573925 · Participants: 641Wadhams Enterprises, Inc. Employee Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Wadhams Enterprises, Inc. Employee Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wadhams Enterprises, Inc. Employee Retirement Savings Plan side-by-side with 3 peers →

Wadhams Enterprises, Inc. Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jobot, LLC 401(k) Profit Sharing Plan & Trust in CA ($26M); by covered participants it is Mueblerias Berrios Retirement Plan in PR (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 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 Wadhams Enterprises, Inc. Employee Retirement Savings Plan assets move in 2023? ▼
Wadhams Enterprises, Inc. Employee Retirement Savings Plan grew sharply - up 15.5% during 2023, from $22M to $26M. Reported net income was $3M.
How have Wadhams Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wadhams Enterprises, Inc.'s sponsor-wide assets grew 63.7%, from $22M to $36M.
Where does Wadhams Enterprises, Inc. Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Wadhams Enterprises, Inc. Employee Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wadhams Enterprises, Inc. Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jobot, LLC 401(k) Profit Sharing Plan & Trust in CA ($26M, 825 participants).
Which 401(k) plans cover a similar participant headcount to Wadhams Enterprises, Inc. Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mueblerias Berrios Retirement Plan in PR (641 participants, $8M 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 161397441.

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.