401(k) · DOL Form 5500 · 2023
Wealth Management Group, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $154,535
- Avg per participant Above avg balance/head
Official DOL plan name: Bolanos, Inc. 401(k) Plan and Trust · Sponsored by Wealth Management Group, LLC · Illinois · Finance & Insurance
$2M in assets, 10 participants
Wealth Management Group, LLC's Bolanos, Inc. 401(k) Plan and Trust reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #1,639 in Finance & Insurance (8,869 peers)
Wealth Management Group, LLC multi-year trail
Wealth Management Group, LLC's plans moved +36.4% in assets from 2023 to 2024; this filing shows Bolanos, Inc. 401(k) Plan and Trust at $2M / 10 participants.
- #1,639
- in Finance & Insurance (8,869 peers)
- +37.5%
- assets growth YoY
Bolanos, Inc. 401(k) Plan and Trust among the smaller filed plans by assets
Bolanos, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,545,348 28th percentile higher than 28% 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
Bolanos, Inc. 401(k) Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bolanos, Inc. 401(k) Plan and Trust is a micro filing (10 participants), the leftmost band.
Published 5500 schedule card
Filing strip 372023726 · Wealth Management Group, LLC PY 2023 · 401(k)
Bolanos, Inc. 401(k) Plan and Trust · $2M · 10 · 28th
- TYPE $2M
- TYPE 10
- TYPE 28th
- TYPE 401(k)
- TYPE near Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan
- TYPE ind #1639
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 Finance & Insurance retirement plans → · Plans in Illinois →
Bolanos, Inc. 401(k) Plan and Trust in the asset neighbourhood
Wealth Management Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Wealth Management Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 36.36009494301607% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 10 | $2M |
| 2024 | 1 | 10 | $2M |
Wealth Management Group, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $421K |
| Employer EIN | 372023726 |
| Plan Effective Date | 2013-01-01 |
| 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
Bolanos, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.