401(k) · DOL Form 5500 · 2023
Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 574
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $32,760
- Avg per participant Low balance/head
Official DOL plan name: Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan · Sponsored by Anthony Wade, Inc. Dba Stephen Wade Auto Center · Utah · Retail Trade
$19M in assets, 574 participants
Anthony Wade, Inc. Dba Stephen Wade Auto Center's Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan reported $19M in total assets and 574 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #6,884 in Retail Trade (8,414 peers)
Anthony Wade, Inc. Dba Stephen Wade Auto Center multi-year trail
Anthony Wade, Inc. Dba Stephen Wade Auto Center's plans moved +35.8% in assets from 2022 to 2024; this filing shows Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan at $19M / 574 participants.
- #6,884
- in Retail Trade (8,414 peers)
- +19.0%
- assets growth YoY
Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan's outsized position by total assets
Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,804,517 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan 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. Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan sits mid-pack in the medium band (574 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan reported participants rose from 547 in the plan year 2022 filing to 574 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870393205 · Anthony Wade, Inc. Dba Stephen Wade Auto Center PY 2023 · 401(k)
Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan · $19M · 574 · 71st
- EOY $19M
- 5500 574
- ASSETS 71st
- PCT 401(k)
- EIN near Toms 401(k) Plan
- RANK ind #6884
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 Utah →
Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan in the asset neighbourhood
Anthony Wade, Inc. Dba Stephen Wade Auto Center multi-year asset trail
Sponsor-wide plan assets over time
All Anthony Wade, Inc. Dba Stephen Wade Auto Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 35.76356082872789% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 547 | $16M |
| 2023 | 1 | 574 | $19M |
| 2024 | 1 | 571 | $21M |
Anthony Wade, Inc. Dba Stephen Wade Auto Center filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 870393205 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Toms 401(k) Plan in CA ($19M); by covered participants it is Enterprise Bank and Trust Company 401(k) Plan in MA (574 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Toms 401(k) Plan (CA) $19M · 125
- Spencer Industries, Inc. Employee Retirement Savings Plan (IN) $19M · 209
- Elford, Inc. 401(k) Plan (OH) $19M · 235
- Caremetx LLC 401(k) Plan (MD) $19M · 718
Similar participant headcount
Nearest other-state filings by covered participants (574 participants); asset peers above are excluded.
- Enterprise Bank and Trust Company 401(k) Plan (MA) 574 · 0 off
- Boston, Inc. Profit Sharing Plan (WI) 574 · 0 off
- Global Wafers US 401(k) Plan (TX) 574 · 0 off
- Reedsburg Area Medical Center, Inc. 401(k) Plan (WI) 574 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.