401(k) · DOL Form 5500 · 2023

Wakefield's, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
146
Participants Small participant base
35th
Percentile by assets National rank
$18,896
Avg per participant Low balance/head
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Official DOL plan name: The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan · Sponsored by Wakefield's, Inc. · Alabama · Retail Trade

$3M in assets, 146 participants

Wakefield's, Inc.'s The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan reported $3M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,878 in Retail Trade (8,414 peers)

Coverage in Alabama

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan covers 146 participants in Alabama, about 41% of the average Alabama filer (state average ~360 per filing). Assets: $3M.

#3,878
in Retail Trade (8,414 peers)
+16.0%
assets growth YoY

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$2,758,807 35th percentile higher than 35% 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

The Wakefield's, Inc. Profit Sharing and 401(k) 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. The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan reported net income rose from -$439K in the plan year 2022 filing to $380K in the plan year 2023 filing.
  • The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan reported participants rose from 133 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630310051 · Wakefield's, Inc. PY 2023 · 401(k)

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan · $3M · 146 · 35th

  • IND $3M
  • EOY 146
  • 5500 35th
  • ASSETS 401(k)
  • PCT near 222 Investments, Inc. 401(k) Plan
  • EIN ind #3878

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 Alabama →

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

The Wakefield's, Inc. Profit Sharing and 401(k) Savings PlanThe Wakefield's, Inc. Profit…$3M222 Investments, Inc. 401(k) Plan222 Investments, Inc. 401(k)…$3MBricolage Academy 403(b) Retirement PlanBricolage Academy 403(b) Ret…$3MGarald Price & Associates, P.a 401(k) Profit Sharing PlanGarald Price & Associates, P…$3MSynergous Ic Enable 401(k) Plan and TrustSynergous Ic Enable 401(k) P…$3M
End-of-year total assets ($M) among The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$380K
Employer EIN630310051
Plan Effective Date1972-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wakefield's, Inc.)

Sponsor-wide plan assets over time

All Wakefield's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.741247538715175% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.06M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 133 $2M
2023 1 146 $3M
2024 1 163 $3M

Nearby 401(k) Plans in Alabama

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

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.002758807 · Participants: 146The Wakefield's, Inc. Profit Sharing and 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is 222 Investments, Inc. 401(k) Plan in TX ($3M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan assets move in 2023? ▼
The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan grew sharply - up 16.0% during 2023, from $2M to $3M. Reported net income was $380K.
How have Wakefield's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wakefield's, Inc.'s sponsor-wide assets grew 28.7%, from $2M to $3M.
Which 401(k) plans are similar in size to The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 222 Investments, Inc. 401(k) Plan in TX ($3M, 30 participants).
Which 401(k) plans cover a similar participant headcount to The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 630310051.

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.