401(k) · DOL Form 5500 · 2023

Wg&r Furniture Co., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
265
Participants Below avg headcount
68th
Percentile by assets National rank
$57,753
Avg per participant Low balance/head
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Official DOL plan name: Wg&r Employees' Savings and Retirement Plan · Sponsored by Wg&r Furniture Co., Inc. · Wisconsin · Retail Trade

$15M in assets, 265 participants

Wg&r Furniture Co., Inc.'s Wg&r Employees' Savings and Retirement Plan reported $15M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,583 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Wg&r Employees' Savings and Retirement Plan covers 265 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#6,583
in Retail Trade (8,414 peers)
+21.9%
assets growth YoY

Wg&r Employees' Savings and Retirement Plan's outsized position by total assets

Wg&r Employees' Savings and Retirement Plan vs every filed plan by assets

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

$15,304,480 Top 32% higher than 68% 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

Wg&r Employees' Savings and Retirement 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. Wg&r Employees' Savings and Retirement Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wg&r Employees' Savings and Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wg&r Employees' Savings and Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Wg&r Employees' Savings and Retirement Plan reported participants rose from 260 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390751860 · Wg&r Furniture Co., Inc. PY 2023 · 401(k)

Wg&r Employees' Savings and Retirement Plan · $15M · 265 · 68th

  • TYPE $15M
  • NET 265
  • BOOK 68th
  • VS-ST 401(k)
  • BOY near Modern Health 401(k) Plan
  • SCH ind #6583

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 Retail Trade retirement plans → · Plans in Wisconsin →

Wg&r Employees' Savings and Retirement Plan in the asset neighbourhood

Dix 1898, Inc. 401(k) Plan$15MWg&r Employees' Savings and Retirement PlanWg&r Employees' Savings and …$15MModern Health 401(k) Plan$15MMedcare South 401(k) Plan$15MThe Farber Companies 401(k) Profit Sharing PlanThe Farber Companies 401(k) …$15M
End-of-year total assets ($M) among Wg&r Employees' Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN390751860
Plan Effective Date1969-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Wg&r Furniture Co., Inc.)

Sponsor-wide plan assets over time

All Wg&r Furniture Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 33.140868886918426% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.6M $16.7M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 260 $13M
2023 1 265 $15M
2024 1 249 $17M

Nearby 401(k) Plans in Wisconsin

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

Wg&r Employees' Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Wg&r Employees' Savings and Retirement Plan, Total assets ($B): 0.01530448 · Participants: 265Wg&r Employees' Savings and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Wg&r Employees' Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wg&r Employees' Savings and Retirement Plan side-by-side with 3 peers →

Wg&r Employees' Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Modern Health 401(k) Plan in CA ($15M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Wg&r Employees' Savings and Retirement Plan assets move in 2023? ▼
Wg&r Employees' Savings and Retirement Plan grew sharply - up 21.9% during 2023, from $13M to $15M. Reported net income was $3M.
How have Wg&r Furniture Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wg&r Furniture Co., Inc.'s sponsor-wide assets grew 33.1%, from $13M to $17M.
Which 401(k) plans are similar in size to Wg&r Employees' Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modern Health 401(k) Plan in CA ($15M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Wg&r Employees' Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 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 390751860.

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.