401(k) · DOL Form 5500 · 2023

Bryan K. Waggoner, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Bryan K. Waggoner, PC 401(k) Plan · Sponsored by Bryan K. Waggoner, PC · Arizona · Professional & Technical Services

$2M in assets, 1 participants

Bryan K. Waggoner, PC's Bryan K. Waggoner, PC 401(k) Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,684 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Bryan K. Waggoner, PC 401(k) Plan holds $2M for 1 participant - about $2.2M per participant, in the lower half of filed plans by assets.

#5,684
in Professional & Technical Services (20,321 peers)
-2.7%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bryan K. Waggoner, PC 401(k) Plan among the smaller filed plans by assets

Bryan K. Waggoner, PC 401(k) Plan vs every filed plan by assets

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

$2,241,243 32nd percentile higher than 32% 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

Bryan K. Waggoner, PC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bryan K. Waggoner, PC 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bryan K. Waggoner, PC 401(k) Plan reported net income fell from $66K in the plan year 2022 filing to -$61K in the plan year 2023 filing.
  • Bryan K. Waggoner, PC 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201323029 · Bryan K. Waggoner, PC PY 2023 · 401(k)

Bryan K. Waggoner, PC 401(k) Plan · $2M · 1 · 32nd

  • VS-ST $2M
  • BOY 1
  • SCH 32nd
  • EBSA 401(k)
  • PART near The Colony Hotel, Inc. 401(k) Savings Plan
  • TYPE ind #5684

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 Arizona →

Bryan K. Waggoner, PC 401(k) Plan in the asset neighbourhood

Bryan K. Waggoner, PC 401(k) PlanBryan K. Waggoner, PC 401(k)…$2MThe Colony Hotel, Inc. 401(k) Savings PlanThe Colony Hotel, Inc. 401(k…$2MReggora, Inc. 401(k) Plan$2MHisle & Company 401(k) Plan$2MTadashi Shoji & Associates Inc 401(k) Profit Sharing Plan & TrustTadashi Shoji & Associates I…$2M
End-of-year total assets ($M) among Bryan K. Waggoner, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$61K
Employer EIN201323029
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bryan K. Waggoner, PC)

Sponsor-wide plan assets over time

All Bryan K. Waggoner, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.1186436261459822% vs 2022
2024 filing year
$2.2M$2.25M$2.3M$2.35M 202220232024 $2.3M $2.33M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby 401(k) Plans in Arizona

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

Bryan K. Waggoner, PC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Bryan K. Waggoner, PC 401(k) Plan, Total assets ($B): 0.002241243 · Participants: 1Bryan K. Waggoner, PC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Bryan K. Waggoner, PC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Bryan K. Waggoner, PC 401(k) Plan side-by-side with 3 peers →

Bryan K. Waggoner, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is The Colony Hotel, Inc. 401(k) Savings Plan in FL ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Bryan K. Waggoner, PC 401(k) Plan assets move in 2023? ▼
Bryan K. Waggoner, PC 401(k) Plan edged down modestly - down 2.7% during 2023, from $2M to $2M. Reported net income was -$61K.
How have Bryan K. Waggoner, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bryan K. Waggoner, PC's sponsor-wide assets grew 1.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Bryan K. Waggoner, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Colony Hotel, Inc. 401(k) Savings Plan in FL ($2M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Bryan K. Waggoner, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 201323029.

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.