401(k) · DOL Form 5500 · 2023

W & a Distribution Services, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
92
Participants Small participant base
51st
Percentile by assets National rank
$76,990
Avg per participant Below avg balance/head
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Official DOL plan name: W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by W & a Distribution Services, Inc. · Wisconsin · Transportation & Warehousing

$7M in assets, 92 participants

W & a Distribution Services, Inc.'s W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,744 in Transportation & Warehousing (3,362 peers)

W & a Distribution Services, Inc. multi-year trail

W & a Distribution Services, Inc.'s plans moved +12.0% in assets from 2023 to 2024; this filing shows W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust at $7M / 92 participants.

#1,744
in Transportation & Warehousing (3,362 peers)
+21.0%
assets growth YoY

W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers

W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,083,059 Top 49% higher than 51% 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

W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (92 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 391674583 · W & a Distribution Services, Inc. PY 2023 · 401(k)

W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust · $7M · 92 · 51st

  • BOY $7M
  • BOY 92
  • BOY 51st
  • BOY 401(k)
  • BOY near Fenix Outdoor 401(k) Plan
  • BOY ind #1744

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & TrustW & a Distribution Services,…$7MFenix Outdoor 401(k) Plan$7MGrayback Forestry, Inc. Retirement Savings PlanGrayback Forestry, Inc. Reti…$7MPort Health Services 401(k) PlanPort Health Services 401(k) …$7MSimantel Group Ltd 401(k) Profit Sharing Plan & TrusSimantel Group Ltd 401(k) Pr…$7M
End-of-year total assets ($M) among W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

W & a Distribution Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W & a Distribution Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 11.979725144178525% vs 2023
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 20232024 $7.08M $7.93M ▲ +12.0%
Year Plans Participants Total Assets
2023 1 92 $7M
2024 1 88 $8M

W & a Distribution Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN391674583
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007083059 · Participants: 92W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fenix Outdoor 401(k) Plan in CO ($7M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023?
W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 21.0% during 2023, from $6M to $7M. Reported net income was $1M.
How have W & a Distribution Services, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), W & a Distribution Services, Inc.'s sponsor-wide assets grew 12.0%, from $7M to $8M.
Which 401(k) plans are similar in size to W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Fenix Outdoor 401(k) Plan in CO ($7M, 372 participants).
Which 401(k) plans cover a similar participant headcount to W & a Distribution Services, Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A in assets).