Profit Sharing · DOL Form 5500 · 2023

Wessel & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$231,270
Avg per participant Above avg balance/head
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Official DOL plan name: Wessel & Associates, Inc. Profit-Sharing Plan · Sponsored by Wessel & Associates, Inc. · Pennsylvania · Retail Trade

$1M in assets, 5 participants

Wessel & Associates, Inc.'s Wessel & Associates, Inc. Profit-Sharing Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,146 in Retail Trade (8,414 peers)

Wessel & Associates, Inc. multi-year trail

Wessel & Associates, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Wessel & Associates, Inc. Profit-Sharing Plan at $1M / 5 participants.

#3,146
in Retail Trade (8,414 peers)
+16.6%
assets growth YoY

Wessel & Associates, Inc. Profit-Sharing Plan among the smaller filed plans by assets

Wessel & Associates, Inc. Profit-Sharing Plan vs every filed plan by assets

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

$1,156,349 25th percentile higher than 25% 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

Wessel & Associates, Inc. Profit-Sharing 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. Wessel & Associates, Inc. Profit-Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wessel & Associates, Inc. Profit-Sharing Plan reported net income rose from -$220K in the plan year 2022 filing to $165K in the plan year 2023 filing.
  • Wessel & Associates, Inc. Profit-Sharing Plan end-of-year assets rose from $992K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251721469 · Wessel & Associates, Inc. PY 2023 · Profit Sharing

Wessel & Associates, Inc. Profit-Sharing Plan · $1M · 5 · 25th

  • 5500 $1M
  • ASSETS 5
  • PCT 25th
  • EIN Profit Sharing
  • RANK near Francis M. Vazquez Roura, Md Retirement Plan
  • PHOTO ind #3146

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Wessel & Associates, Inc. Profit-Sharing Plan in the asset neighbourhood

Wessel & Associates, Inc. Profit-Sharing PlanWessel & Associates, Inc. Pr…$1MFrancis M. Vazquez Roura, Md Retirement PlanFrancis M. Vazquez Roura, Md…$1MB & B Appliance, Inc. Profit Sharing PlanB & B Appliance, Inc. Profit…$1MSummit Trust$1MFrenvey, Inc. Profit Sharing PlanFrenvey, Inc. Profit Sharing…$1M
End-of-year total assets ($M) among Wessel & Associates, Inc. Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wessel & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wessel & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.489933968771304% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.99M $1.27M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 5 $992K
2023 1 5 $1M
2024 1 5 $1M

Wessel & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$992K
Net Assets (End of Year)$1M
Net Income$165K
Employer EIN251721469
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wessel & Associates, Inc. Profit-Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Wessel & Associates, Inc. Profit-Sharing Plan, Total assets ($B): 0.001156349 · Participants: 5Wessel & Associates, Inc. Profit-Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Wessel & Associates, Inc. Profit-Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Wessel & Associates, Inc. Profit-Sharing Plan side-by-side with 3 peers →

Wessel & Associates, Inc. Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Francis M. Vazquez Roura, Md Retirement Plan in PR ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Wessel & Associates, Inc. Profit-Sharing Plan assets move in 2023? ▼
Wessel & Associates, Inc. Profit-Sharing Plan grew sharply - up 16.6% during 2023, from $992K to $1M. Reported net income was $165K.
How have Wessel & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wessel & Associates, Inc.'s sponsor-wide assets grew 28.5%, from $992K to $1M.
Where does Wessel & Associates, Inc. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Wessel & Associates, Inc. Profit-Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Wessel & Associates, Inc. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Francis M. Vazquez Roura, Md Retirement Plan in PR ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Wessel & Associates, Inc. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 251721469.

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.