401(k) · DOL Form 5500 · 2023

Bertram Inn 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
99
Participants Small participant base
31st
Percentile by assets National rank
$21,207
Avg per participant Low balance/head
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Official DOL plan name: Wolstein Group 401(k) Profit Sharing Plan & Trust · Sponsored by Bertram Inn · Ohio · Food Services & Accommodation

$2M in assets, 99 participants

Bertram Inn's Wolstein Group 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,575 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Wolstein Group 401(k) Profit Sharing Plan & Trust ranks #2,575 of 3,828 2023 filers by assets (932% of the sector average)-$2M for 99 participants.

#2,575
in Food Services & Accommodation (3,828 peers)
+18.5%
assets growth YoY

Wolstein Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wolstein Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,099,522 31st percentile higher than 31% 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

Wolstein Group 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. Wolstein Group 401(k) Profit Sharing Plan & Trust is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wolstein Group 401(k) Profit Sharing Plan & Trust reported net income rose from -$269K in the plan year 2022 filing to $328K in the plan year 2023 filing.
  • Wolstein Group 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wolstein Group 401(k) Profit Sharing Plan & Trust reported participants rose from 94 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341900270 · Bertram Inn PY 2023 · 401(k)

Wolstein Group 401(k) Profit Sharing Plan & Trust · $2M · 99 · 31st

  • PHOTO $2M
  • IND 99
  • EOY 31st
  • 5500 401(k)
  • ASSETS near Nri, Inc. Employee Profit Sharing Plan
  • PCT ind #2575

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Wolstein Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wolstein Group 401(k) Profit Sharing Plan & TrustWolstein Group 401(k) Profit…$2MNri, Inc. Employee Profit Sharing PlanNri, Inc. Employee Profit Sh…$2MStorage Works, Inc. 401(k) Profit Sharing PlanStorage Works, Inc. 401(k) P…$2MEverside Capital Partners, LLC Incentive Savings PlanEverside Capital Partners, L…$2MHansen Marine Engineering, Inc. Profit Sharing Plan and TrustHansen Marine Engineering, I…$2M
End-of-year total assets ($M) among Wolstein Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$328K
Employer EIN341900270
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertram Inn)

Sponsor-wide plan assets over time

All Bertram Inn plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.12259230768797% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.77M $2.38M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 94 $2M
2023 1 99 $2M
2024 1 114 $2M

Nearby 401(k) Plans in Ohio

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

Wolstein Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wolstein Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002099522 · Participants: 99Wolstein Group 401(k) Profit Sharing Plan & 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
Wolstein Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wolstein Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wolstein Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Nri, Inc. Employee Profit Sharing Plan in DC ($2M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Wolstein Group 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Wolstein Group 401(k) Profit Sharing Plan & Trust grew sharply - up 18.5% during 2023, from $2M to $2M. Reported net income was $328K.
How have Bertram Inn plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertram Inn's sponsor-wide assets grew 34.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Wolstein Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nri, Inc. Employee Profit Sharing Plan in DC ($2M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Wolstein Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 341900270.

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.