401(k) · DOL Form 5500 · 2023

Wakefly, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
37th
Percentile by assets National rank
$163,205
Avg per participant Above avg balance/head
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Official DOL plan name: Wakefly, Inc. 401(k) Plan · Sponsored by Wakefly, Inc. · Massachusetts · Professional & Technical Services

$3M in assets, 20 participants

Wakefly, Inc.'s Wakefly, Inc. 401(k) Plan reported $3M in total assets and 20 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.

  • #6,895 in Professional & Technical Services (20,321 peers)

Wakefly, Inc. multi-year trail

Wakefly, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Wakefly, Inc. 401(k) Plan at $3M / 20 participants.

#6,895
in Professional & Technical Services (20,321 peers)
+22.1%
assets growth YoY

Wakefly, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wakefly, Inc. 401(k) Plan vs every filed plan by assets

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

$3,264,094 37th percentile higher than 37% 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

Wakefly, Inc. 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. Wakefly, Inc. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wakefly, Inc. 401(k) Plan reported net income rose from -$344K in the plan year 2022 filing to $591K in the plan year 2023 filing.
  • Wakefly, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223900345 · Wakefly, Inc. PY 2023 · 401(k)

Wakefly, Inc. 401(k) Plan · $3M · 20 · 37th

  • 5500 $3M
  • 5500 20
  • 5500 37th
  • 5500 401(k)
  • 5500 near Group Resources, Inc. 401(k) Plan
  • 5500 ind #6895

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 Massachusetts →

Wakefly, Inc. 401(k) Plan in the asset neighbourhood

Wakefly, Inc. 401(k) Plan$3MGroup Resources, Inc. 401(k) PlanGroup Resources, Inc. 401(k)…$3MAmerican Investment Council 401(k) Retirement PlanAmerican Investment Council …$3MAlling & Jillson, Ltd. Profit Sharing Plan and TrustAlling & Jillson, Ltd. Profi…$3MCorona Physicians Associates a 401(k) Profit Sharing Plan & TrustCorona Physicians Associates…$3M
End-of-year total assets ($M) among Wakefly, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wakefly, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wakefly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.43195067075874% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.67M $3.83M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 20 $3M
2024 1 20 $4M

Wakefly, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$591K
Employer EIN223900345
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wakefly, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wakefly, Inc. 401(k) Plan, Total assets ($B): 0.003264094 · Participants: 20Wakefly, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Wakefly, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wakefly, Inc. 401(k) Plan side-by-side with 3 peers →

Wakefly, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Group Resources, Inc. 401(k) Plan in GA ($3M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Wakefly, Inc. 401(k) Plan assets move in 2023? ▼
Wakefly, Inc. 401(k) Plan grew sharply - up 22.1% during 2023, from $3M to $3M. Reported net income was $591K.
How have Wakefly, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wakefly, Inc.'s sponsor-wide assets grew 43.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Wakefly, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Group Resources, Inc. 401(k) Plan in GA ($3M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Wakefly, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 223900345.

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.