401(k) · DOL Form 5500 · 2023
Facility Wizard Software Incorporated Dba Wizard Software Solutions 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $140,871
- Avg per participant Near avg balance/head
Official DOL plan name: Facility Wizard Software Incorporated 401(k) Plan · Sponsored by Facility Wizard Software Incorporated Dba Wizard Software Solutions · Illinois · Professional & Technical Services
$3M in assets, 24 participants
Facility Wizard Software Incorporated Dba Wizard Software Solutions's Facility Wizard Software Incorporated 401(k) Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #7,018 in Professional & Technical Services (20,321 peers)
Facility Wizard Software Incorporated Dba Wizard Software Solutions multi-year trail
Facility Wizard Software Incorporated Dba Wizard Software Solutions's plans moved +21.4% in assets from 2022 to 2024; this filing shows Facility Wizard Software Incorporated 401(k) Plan at $3M / 24 participants.
- #7,018
- in Professional & Technical Services (20,321 peers)
- +17.2%
- assets growth YoY
Facility Wizard Software Incorporated 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Facility Wizard Software Incorporated 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,380,895 37th percentile higher than 37% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Facility Wizard Software Incorporated 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Facility Wizard Software Incorporated 401(k) Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Facility Wizard Software Incorporated 401(k) Plan reported net income rose from -$327K in the plan year 2022 filing to $495K in the plan year 2023 filing.
- Facility Wizard Software Incorporated 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Facility Wizard Software Incorporated 401(k) Plan reported participants rose from 22 in the plan year 2022 filing to 24 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 364091908 · Facility Wizard Software Incorporated Dba Wizard Software Solutions PY 2023 · 401(k)
Facility Wizard Software Incorporated 401(k) Plan · $3M · 24 · 37th
- BOY $3M
- BOY 24
- BOY 37th
- BOY 401(k)
- BOY near Roadshow Retirement and Savings Plan
- BOY ind #7018
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 Illinois →
Facility Wizard Software Incorporated 401(k) Plan in the asset neighbourhood
Facility Wizard Software Incorporated Dba Wizard Software Solutions multi-year asset trail
Sponsor-wide plan assets over time
All Facility Wizard Software Incorporated Dba Wizard Software Solutions plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 21.394297658497806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $3M |
| 2023 | 1 | 24 | $3M |
| 2024 | 1 | 22 | $4M |
Facility Wizard Software Incorporated Dba Wizard Software Solutions filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $495K |
| Employer EIN | 364091908 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Facility Wizard Software Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Roadshow Retirement and Savings Plan in CA ($3M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Hopereid, Inc. Retirement Plan (PA) 24 · 0 off
- National Institute for Trial Advocacy 401(k) Plan (CO) 24 · 0 off
- Urology Specialists, P.C. 401(k) Profit Sharing Plan (AL) 24 · 0 off
- Danco En, LLC 401(k) Plan (CA) 24 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.