401(k) · DOL Form 5500 · 2023

Wnc & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
118
Participants
77th
Percentile by assets
$216,377
Avg per participant
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Official DOL plan name: Wnc & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Wnc & Associates, Inc. · California · Professional & Technical Services

$26M in assets, 118 participants

Wnc & Associates, Inc.'s Wnc & Associates, Inc. 401(k) Profit Sharing Plan reported $26M in total assets and 118 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.

  • 77th percentile by assets (of 127,072 plans)
  • #15,678 in Professional & Technical Services (20,321 peers)

Coverage in California

Wnc & Associates, Inc. 401(k) Profit Sharing Plan covers 118 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $26M.

$26M
total plan assets (2023 EOY)
118
covered participants
77th
percentile by assets (of 127,072 plans)
$216,377
avg assets per participant

Where Wnc & Associates, Inc. 401(k) Profit Sharing Plan sits by total assets

Wnc & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,532,491 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wnc & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Wnc & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Wnc & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 113 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Wnc & Associates, Inc. 401(k) Profit Sharing Plan reports 118 participants - about 19% of that state average ($26M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN952750891
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wnc & Associates, Inc.)

$15M$20M$25M$30M$35M 202220232024 $20.4M $32.4M ▲ +59.0%
Total plan assets by year, all Wnc & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 113 $20M
2023 1 118 $26M
2024 1 138 $32M

Nearby 401(k) Plans in California

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

Wnc & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Wnc & Associates, 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 Wnc & Associates, In…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Wnc & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wnc & Associates, Inc. 401(k) Profit Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wnc & Associates, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Wnc & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wnc & Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.4% during 2023, from $20M to $26M. Reported net income was $5M.
How have Wnc & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wnc & Associates, Inc.'s sponsor-wide assets grew 58.9%, from $20M to $32M.
Where does Wnc & Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wnc & Associates, Inc. 401(k) Profit Sharing 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 Wnc & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Earle Operating Holding Company, Inc. 401(k) Profit Sharing Plan in NJ ($26M, 321 participants).

Next read for Wnc & Associates, Inc. 401(k) Profit Sha…

Filing takeaways

Ways to act on Wnc & Associates, Inc. 401(k) Profit Sharing Plan's numbers.

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 952750891.

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.