401(k) · DOL Form 5500 · 2023

Wright Tool Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
148
Participants Small participant base
60th
Percentile by assets National rank
$72,501
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wright Tool Company Retirement Savings Plan and Trust · Sponsored by Wright Tool Company · Ohio · Manufacturing

$11M in assets, 148 participants

Wright Tool Company's Wright Tool Company Retirement Savings Plan and Trust reported $11M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,736 in Manufacturing (18,722 peers)

Coverage in Ohio

Wright Tool Company Retirement Savings Plan and Trust covers 148 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#8,736
in Manufacturing (18,722 peers)
+12.9%
assets growth YoY

Wright Tool Company Retirement Savings Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Wright Tool Company Retirement Savings Plan and Trust vs every filed plan by assets

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

$10,730,097 Top 40% higher than 60% 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

Wright Tool Company Retirement Savings Plan and 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. Wright Tool Company Retirement Savings Plan and Trust sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wright Tool Company Retirement Savings Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wright Tool Company Retirement Savings Plan and Trust reported participants rose from 101 in the plan year 2022 filing to 148 in the plan year 2023 filing.
  • Wright Tool Company Retirement Savings Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340629970 · Wright Tool Company PY 2023 · 401(k)

Wright Tool Company Retirement Savings Plan and Trust · $11M · 148 · 60th

  • BOY $11M
  • BOY 148
  • BOY 60th
  • BOY 401(k)
  • BOY near Incharge 401(k) Retirement Plan
  • BOY ind #8736

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 Manufacturing retirement plans → · Plans in Ohio →

Wright Tool Company Retirement Savings Plan and Trust in the asset neighbourhood

Wright Tool Company Retirement Savings Plan and TrustWright Tool Company Retireme…$11MIncharge 401(k) Retirement PlanIncharge 401(k) Retirement P…$11MWilson Trailer Company Retirement Plan for S EmployeesWilson Trailer Company Retir…$11M401(k) Profit-Sharing Plan for Employees of Odd Fellow-Rebekah Children's Home401(k) Profit-Sharing Plan f…$11MBluegrass Hospitality Group 401(k) PlanBluegrass Hospitality Group …$11M
End-of-year total assets ($M) among Wright Tool Company Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN340629970
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wright Tool Company)

Sponsor-wide plan assets over time

All Wright Tool Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 7.8720606229008965% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.51M $10.3M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 101 $10M
2023 1 148 $11M
2024 1 142 $10M

Nearby 401(k) Plans in Ohio

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

Wright Tool Company Retirement Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wright Tool Company Retirement Savings Plan and Trust, Total assets ($B): 0.010730097 · Participants: 148Wright Tool Company Retirement Savings Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Wright Tool Company Retirement Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Wright Tool Company Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Incharge 401(k) Retirement Plan in FL ($11M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Wright Tool Company Retirement Savings Plan and Trust assets move in 2023?
Wright Tool Company Retirement Savings Plan and Trust grew at a solid clip - up 12.9% during 2023, from $10M to $11M. Reported net income was $1M.
How have Wright Tool Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Wright Tool Company's sponsor-wide assets grew 7.9%, from $10M to $10M.
Which 401(k) plans are similar in size to Wright Tool Company Retirement Savings Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Incharge 401(k) Retirement Plan in FL ($11M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Wright Tool Company Retirement Savings Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A in assets).