401(k) · DOL Form 5500 · 2023
Wiedner & Mcauliffe, Ltd. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $201,735
- Avg per participant Above avg balance/head
Official DOL plan name: Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust · Sponsored by Wiedner & Mcauliffe, Ltd. · Illinois · Professional & Technical Services
$26M in assets, 127 participants
Wiedner & Mcauliffe, Ltd.'s Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust reported $26M in total assets and 127 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.
- #15,687 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust covers 127 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $26M.
- #15,687
- in Professional & Technical Services (20,321 peers)
- +20.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,620,387 Top 23% higher than 77% 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
Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust 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. Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust reported participants rose from 119 in the plan year 2022 filing to 127 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363102597 · Wiedner & Mcauliffe, Ltd. PY 2023 · 401(k)
Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust · $26M · 127 · 77th
- ASSETS $26M
- ASSETS 127
- ASSETS 77th
- ASSETS 401(k)
- ASSETS near The Business Software, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #15687
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 →
Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 363102597 |
| Plan Effective Date | 1981-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wiedner & Mcauliffe, Ltd.)
Sponsor-wide plan assets over time
All Wiedner & Mcauliffe, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 44.002236938450494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $21M |
| 2023 | 1 | 127 | $26M |
| 2024 | 1 | 128 | $31M |
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
Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Business Software, Inc. 401(k) Profit Sharing Plan in GA ($26M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- The Business Software, Inc. 401(k) Profit Sharing Plan (GA) $26M · 128
- Storagemart 401(k) Plan (MO) $26M · 553
- American Food & Vending Corporation 401(k) Plan (NY) $26M · 1,369
- Central Irrigation Supply, Inc. Retirement Plan (NY) $26M · 272
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 127 · 0 off
- Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan (TX) 127 · 0 off
- Haddad Dodge Kia 401(k) Plan (CA) 127 · 0 off
- International Motor Freight, Inc. 401(k) Plan (NJ) 127 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.