401(k) · DOL Form 5500 · 2023

Wegner Cpas, LLP 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
169
Participants Small participant base
78th
Percentile by assets National rank
$164,065
Avg per participant Above avg balance/head
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Official DOL plan name: Wegner Cpas, LLP Salary Savings Plan · Sponsored by Wegner Cpas, LLP · Wisconsin · Professional & Technical Services

$28M in assets, 169 participants

Wegner Cpas, LLP's Wegner Cpas, LLP Salary Savings Plan reported $28M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,937 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Wegner Cpas, LLP Salary Savings Plan covers 169 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $28M.

#15,937
in Professional & Technical Services (20,321 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wegner Cpas, LLP Salary Savings Plan's outsized position by total assets

Wegner Cpas, LLP Salary Savings Plan vs every filed plan by assets

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

$27,727,057 Top 22% higher than 78% 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

Wegner Cpas, LLP Salary Savings 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. Wegner Cpas, LLP Salary Savings Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wegner Cpas, LLP Salary Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wegner Cpas, LLP Salary Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Wegner Cpas, LLP Salary Savings Plan reported participants rose from 157 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390974031 · Wegner Cpas, LLP PY 2023 · 401(k)

Wegner Cpas, LLP Salary Savings Plan · $28M · 169 · 78th

  • TYPE $28M
  • TYPE 169
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near Physicians Independent Medical Group, Inc Retirement Plan
  • TYPE ind #15937

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 Wisconsin →

Wegner Cpas, LLP Salary Savings Plan in the asset neighbourhood

Wegner Cpas, LLP Salary Savings PlanWegner Cpas, LLP Salary Savi…$28MPhysicians Independent Medical Group, Inc Retirement PlanPhysicians Independent Medic…$28MNedelco, Inc. 401(k) Retirement PlanNedelco, Inc. 401(k) Retirem…$28MVls Environmental Solutions LLC 401(k) Profit Sharing Plan and TVls Environmental Solutions …$28MKern Oil & Refining Co. Profit Sharing PlanKern Oil & Refining Co. Prof…$28M
End-of-year total assets ($M) among Wegner Cpas, LLP Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN390974031
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wegner Cpas, LLP)

Sponsor-wide plan assets over time

All Wegner Cpas, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$32M 28.058230980785144% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.1M $32.2M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 157 $25M
2023 1 169 $28M
2024 1 166 $32M

Nearby 401(k) Plans in Wisconsin

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

Wegner Cpas, LLP Salary Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Wegner Cpas, LLP Salary Savings Plan, Total assets ($B): 0.027727057 · Participants: 169Wegner Cpas, LLP Salary Savings PlanAdvocate 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
Wegner Cpas, LLP Salary Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wegner Cpas, LLP Salary Savings Plan side-by-side with 3 peers →

Wegner Cpas, LLP Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Physicians Independent Medical Group, Inc Retirement Plan in CA ($28M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Wegner Cpas, LLP Salary Savings Plan assets move in 2023? ▼
Wegner Cpas, LLP Salary Savings Plan grew at a solid clip - up 10.3% during 2023, from $25M to $28M. Reported net income was $3M.
How have Wegner Cpas, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wegner Cpas, LLP's sponsor-wide assets grew 28.1%, from $25M to $32M.
Where does Wegner Cpas, LLP Salary Savings Plan rank by assets among Form 5500 filers? ▼
Wegner Cpas, LLP Salary Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wegner Cpas, LLP Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physicians Independent Medical Group, Inc Retirement Plan in CA ($28M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Wegner Cpas, LLP Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 390974031.

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.