401(k) · DOL Form 5500 · 2023

Wallace Literary Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
46th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan · Sponsored by Wallace Literary Enterprises Inc · California · Arts, Entertainment & Recreation

$5M in assets, 3 participants

Wallace Literary Enterprises Inc's Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan reported $5M in total assets and 3 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.

  • #1,938 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan ranks #1,938 of 2,945 2023 filers by assets (505% of the sector average)-$5M for 3 participants.

#1,938
in Arts, Entertainment & Recreation (2,945 peers)
+15.7%
assets growth YoY

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,495,702 46th percentile higher than 46% 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

Wallace Literary Enterprises Inc 401(k) Profit Sharing 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. Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan reported net income rose from -$505K in the plan year 2022 filing to $744K in the plan year 2023 filing.
  • Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954138903 · Wallace Literary Enterprises Inc PY 2023 · 401(k)

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan · $5M · 3 · 46th

  • VS-ST $5M
  • VS-ST 3
  • VS-ST 46th
  • VS-ST 401(k)
  • VS-ST near Digital Pharmacist Inc. 401(k) Plan
  • VS-ST ind #1938

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Wallace Literary Enterprises Inc 401(k) Profit Sharing PlanWallace Literary Enterprises…$5MDigital Pharmacist Inc. 401(k) PlanDigital Pharmacist Inc. 401(…$5MAcoustical Sheetmetal Co. 401(k) PlanAcoustical Sheetmetal Co. 40…$5MNew York Athletic Club Local 6 Union Employees 401(k) PlanNew York Athletic Club Local…$5MHarvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) PlanHarvard Club of New York Cit…$5M
End-of-year total assets ($M) among Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$744K
Employer EIN954138903
Plan Effective Date1988-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallace Literary Enterprises Inc)

Sponsor-wide plan assets over time

All Wallace Literary Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.409791248824078% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.75M $6.01M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $5M
2024 1 3 $6M

Nearby 401(k) Plans in California

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

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.005495702 · Participants: 3Wallace Literary Enterprises Inc 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Digital Pharmacist Inc. 401(k) Plan in TX ($5M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2023, from $5M to $5M. Reported net income was $744K.
How have Wallace Literary Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallace Literary Enterprises Inc's sponsor-wide assets grew 26.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digital Pharmacist Inc. 401(k) Plan in TX ($5M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 954138903.

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.