401(k) · DOL Form 5500 · 2023

Wedgewood, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
413
Participants Below avg headcount
77th
Percentile by assets National rank
$63,971
Avg per participant Low balance/head
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Official DOL plan name: Wedgewood 401(k) Plan · Sponsored by Wedgewood, LLC · California · Real Estate

$26M in assets, 413 participants

Wedgewood, LLC's Wedgewood 401(k) Plan reported $26M in total assets and 413 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.

  • #4,243 in Real Estate (4,727 peers)

Where Wedgewood 401(k) Plan sits by assets

Wedgewood 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 413 participants (~$63,971/participant), up 32.4% in 2023.

#4,243
in Real Estate (4,727 peers)
+32.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wedgewood 401(k) Plan's outsized position by total assets

Wedgewood 401(k) Plan vs every filed plan by assets

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

$26,419,879 Top 23% higher than 77% 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

Wedgewood 401(k) 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. Wedgewood 401(k) Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wedgewood 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Wedgewood 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Wedgewood 401(k) Plan reported participants rose from 398 in the plan year 2022 filing to 413 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320474995 · Wedgewood, LLC PY 2023 · 401(k)

Wedgewood 401(k) Plan · $26M · 413 · 77th

  • BOOK $26M
  • BOOK 413
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near Ivan Ware & Son Inc. 401(k) Profit Sharing Plan
  • BOOK ind #4243

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 Real Estate retirement plans → · Plans in California →

Wedgewood 401(k) Plan in the asset neighbourhood

Wedgewood 401(k) Plan$26MIvan Ware & Son Inc. 401(k) Profit Sharing PlanIvan Ware & Son Inc. 401(k) …$26MCo-Op 401(k) Plan$26MThe Lenkin Companies 401(k) Retirement PlanThe Lenkin Companies 401(k) …$26MMega International Commercial Bank Co., Ltd. 401(k) Retirement PlanMega International Commercia…$26M
End-of-year total assets ($M) among Wedgewood 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN320474995
Plan Effective Date2014-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wedgewood, LLC)

Sponsor-wide plan assets over time

All Wedgewood, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 48.990237747276986% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $29.7M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 398 $20M
2023 1 413 $26M
2024 1 371 $30M

Nearby 401(k) Plans in California

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

Wedgewood 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wedgewood 401(k) Plan, Total assets ($B): 0.026419879 · Participants: 413Wedgewood 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wedgewood 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wedgewood 401(k) Plan side-by-side with 3 peers →

Wedgewood 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ivan Ware & Son Inc. 401(k) Profit Sharing Plan in KY ($26M); by covered participants it is Menholt Automotive Group 401(k) Plan in MT (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Wedgewood 401(k) Plan assets move in 2023? ▼
Wedgewood 401(k) Plan surged - up 32.4% during 2023, from $20M to $26M. Reported net income was $6M.
How have Wedgewood, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wedgewood, LLC's sponsor-wide assets grew 49.0%, from $20M to $30M.
Where does Wedgewood 401(k) Plan rank by assets among Form 5500 filers? ▼
Wedgewood 401(k) Plan ranks in the 77th 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 Wedgewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ivan Ware & Son Inc. 401(k) Profit Sharing Plan in KY ($26M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Wedgewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Menholt Automotive Group 401(k) Plan in MT (413 participants, $17M 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 320474995.

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.