401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$118M
Total assets
188
Participants
92nd
Percentile by assets
$630,044
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$118M
total plan assets (2023 EOY)
188
covered participants
92nd
percentile by assets (of 127,072 plans)
$630,044
avg assets per participant

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 →

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Wyatt, Tarrant & Combs, LLP Profit Sharing Plan reports 188 participants - about 29% of that state average ($118M EOY assets).

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)

$100M$110M$120M$130M 202220232024 $108M $125M ▲ +16.2%
Total plan assets by year, all Wyatt, Tarrant & Combs, LLP plans on file
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

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 & Com…Commonspirit Health …Humana Retirement Sa…UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…Lexmark Savings Plan
Wyatt, Tarrant & Combs, LLP Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wyatt, Tarrant & Combs, LLP Profit Sharing Plan by total assets, not by location.

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).

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Filing takeaways

Ways to act on Wyatt, Tarrant & Combs, LLP Profit Sharing Plan's numbers.