401(k) · DOL Form 5500 · 2023

Wyatt, Tarrant & Combs, LLP 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
188
Participants Below avg headcount
92nd
Percentile by assets National rank
$630,044
Avg per participant High balance/head
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Official DOL plan name: Wyatt, Tarrant & Combs, LLP Profit Sharing Plan · Sponsored by Wyatt, Tarrant & Combs, LLP · Kentucky · Professional & Technical Services

$118M in assets, 188 participants

Wyatt, Tarrant & Combs, LLP's Wyatt, Tarrant & Combs, LLP Profit Sharing Plan reported $118M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,001 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Wyatt, Tarrant & Combs, LLP Profit Sharing Plan covers 188 participants in Kentucky, about 29% of the average Kentucky filer (state average ~647 per filing). Assets: $118M.

#19,001
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Wyatt, Tarrant & Combs, LLP Profit Sharing Plan's outsized position by total assets

Wyatt, Tarrant & Combs, LLP Profit Sharing Plan vs every filed plan by assets

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

$118,448,284 Top 8% higher than 92% 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

Wyatt, Tarrant & Combs, LLP Profit Sharing 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. Wyatt, Tarrant & Combs, LLP Profit Sharing Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wyatt, Tarrant & Combs, LLP Profit Sharing Plan reported net income rose from -$26M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Wyatt, Tarrant & Combs, LLP Profit Sharing Plan end-of-year assets rose from $108M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Wyatt, Tarrant & Combs, LLP Profit Sharing Plan reported participants rose from 180 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610468003 · Wyatt, Tarrant & Combs, LLP PY 2023 · 401(k)

Wyatt, Tarrant & Combs, LLP Profit Sharing Plan · $118M · 188 · 92nd

  • NET $118M
  • NET 188
  • NET 92nd
  • NET 401(k)
  • NET near America First Credit Union 401(k) Plan and Trust
  • NET ind #19001

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 Kentucky →

Wyatt, Tarrant & Combs, LLP Profit Sharing Plan in the asset neighbourhood

America First Credit Union 401(k) Plan and TrustAmerica First Credit Union 4…$118MWyatt, Tarrant & Combs, LLP Profit Sharing PlanWyatt, Tarrant & Combs, LLP …$118MThe Vanderweil Companies Savings PlanThe Vanderweil Companies Sav…$118MThe Smead Manufacturing Company Employees' Investment Plan and TrustThe Smead Manufacturing Comp…$118MTucker Ellis LLP Retirement Savings PlanTucker Ellis LLP Retirement …$118M
End-of-year total assets ($M) among Wyatt, Tarrant & Combs, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$118M
Net Income$11M
Employer EIN610468003
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wyatt, Tarrant & Combs, LLP)

Sponsor-wide plan assets over time

All Wyatt, Tarrant & Combs, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$125M 16.210673702284858% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $108M $125M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 180 $108M
2023 1 188 $118M
2024 1 179 $125M

Nearby 401(k) Plans in Kentucky

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

Wyatt, Tarrant & Combs, LLP Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Wyatt, Tarrant & Combs, LLP Profit Sharing Plan, Total assets ($B): 0.118448284 · Participants: 188Wyatt, Tarrant & Combs, LLP Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Wyatt, Tarrant & Combs, LLP Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Wyatt, Tarrant & Combs, LLP Profit Sharing Plan side-by-side with 3 peers →

Wyatt, Tarrant & Combs, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is America First Credit Union 401(k) Plan and Trust in UT ($118M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Wyatt, Tarrant & Combs, LLP Profit Sharing Plan assets move in 2023? ▼
Wyatt, Tarrant & Combs, LLP Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $108M to $118M. Reported net income was $11M.
How have Wyatt, Tarrant & Combs, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wyatt, Tarrant & Combs, LLP's sponsor-wide assets grew 16.2%, from $108M to $125M.
Where does Wyatt, Tarrant & Combs, LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wyatt, Tarrant & Combs, LLP Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wyatt, Tarrant & Combs, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is America First Credit Union 401(k) Plan and Trust in UT ($118M, 2,335 participants).
Which 401(k) plans cover a similar participant headcount to Wyatt, Tarrant & Combs, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 610468003.

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.