401(k) · DOL Form 5500 · 2023

W.D. Larson Companies Ltd, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
711
Participants Below avg headcount
85th
Percentile by assets National rank
$67,766
Avg per participant Below avg balance/head
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Official DOL plan name: W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan · Sponsored by W.D. Larson Companies Ltd, Inc. · Minnesota · Retail Trade

$48M in assets, 711 participants

W.D. Larson Companies Ltd, Inc.'s W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan reported $48M in total assets and 711 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,714 in Retail Trade (8,414 peers)

Where W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan sits by assets

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 711 participants (~$67,766/participant), up 18.1% in 2023.

#7,714
in Retail Trade (8,414 peers)
+18.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan's outsized position by total assets

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$48,181,420 Top 15% higher than 85% 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

W.D. Larson Companies Ltd, Inc. 401(k) 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. W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (711 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan reported participants rose from 669 in the plan year 2022 filing to 711 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411244294 · W.D. Larson Companies Ltd, Inc. PY 2023 · 401(k)

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan · $48M · 711 · 85th

  • PART $48M
  • TYPE 711
  • NET 85th
  • BOOK 401(k)
  • VS-ST near The Horton Group, Inc. Retirement Savings Plan
  • BOY ind #7714

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 Minnesota →

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan in the asset neighbourhood

Dominion Energy West Virginia Union Savings PlanDominion Energy West Virgini…$48MW.D. Larson Companies Ltd, Inc. 401(k) Retirement PlanW.D. Larson Companies Ltd, I…$48MThe Horton Group, Inc. Retirement Savings PlanThe Horton Group, Inc. Retir…$48MSecurus 401(k) Plan$48MCancer Specialists of North Florida 401(k) PlanCancer Specialists of North …$48M
End-of-year total assets ($M) among W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN411244294
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.D. Larson Companies Ltd, Inc.)

Sponsor-wide plan assets over time

All W.D. Larson Companies Ltd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 35.81870321759377% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.8M $55.4M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 669 $41M
2023 1 711 $48M
2024 1 762 $55M

Nearby 401(k) Plans in Minnesota

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

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan, Total assets ($B): 0.04818142 · Participants: 711W.D. Larson Companies Ltd, Inc. 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Horton Group, Inc. Retirement Savings Plan in IL ($48M); by covered participants it is Frontline Education 401(k) Plan in PA (711 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (711 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 W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan assets move in 2023? ▼
W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan grew sharply - up 18.1% during 2023, from $41M to $48M. Reported net income was $7M.
How have W.D. Larson Companies Ltd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.D. Larson Companies Ltd, Inc.'s sponsor-wide assets grew 35.8%, from $41M to $55M.
Where does W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan ranks in the 85th 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 W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Horton Group, Inc. Retirement Savings Plan in IL ($48M, 407 participants).
Which 401(k) plans cover a similar participant headcount to W.D. Larson Companies Ltd, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontline Education 401(k) Plan in PA (711 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 411244294.

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.