401(k) · DOL Form 5500 · 2023
Wolfram Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 427
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $167,194
- Avg per participant Above avg balance/head
Official DOL plan name: Wolfram Research, Inc. 401(k) Plan · Sponsored by Wolfram Research, Inc. · Illinois · Information & Media
$71M in assets, 427 participants
Wolfram Research, Inc.'s Wolfram Research, Inc. 401(k) Plan reported $71M in total assets and 427 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #2,364 in Information & Media (2,818 peers)
Where Wolfram Research, Inc. 401(k) Plan sits by assets
Wolfram Research, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $71M for 427 participants (~$167,194/participant), up 22.1% in 2023.
- #2,364
- in Information & Media (2,818 peers)
- +22.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Wolfram Research, Inc. 401(k) Plan's outsized position by total assets
Wolfram Research, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,391,775 Top 11% higher than 89% 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
Wolfram Research, Inc. 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. Wolfram Research, Inc. 401(k) Plan sits mid-pack in the medium band (427 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wolfram Research, Inc. 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Wolfram Research, Inc. 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- Wolfram Research, Inc. 401(k) Plan reported participants rose from 414 in the plan year 2022 filing to 427 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 371261248 · Wolfram Research, Inc. PY 2023 · 401(k)
Wolfram Research, Inc. 401(k) Plan · $71M · 427 · 89th
- SCH $71M
- EBSA 427
- PART 89th
- TYPE 401(k)
- NET near Gst, Inc. P/S 401(k) Plan
- BOOK ind #2364
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 Information & Media retirement plans → · Plans in Illinois →
Wolfram Research, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $13M |
| Employer EIN | 371261248 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wolfram Research, Inc.)
Sponsor-wide plan assets over time
All Wolfram Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 40.921743262573365% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 414 | $58M |
| 2023 | 1 | 427 | $71M |
| 2024 | 1 | 413 | $82M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Wolfram Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Gst, Inc. P/S 401(k) Plan in MD ($71M); by covered participants it is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Gst, Inc. P/S 401(k) Plan (MD) $71M · 210
- J. Jill 401(k) Plan (MA) $71M · 1,893
- Butler Weihmuller Katz Craig LLP Retirement Savings Plan (FL) $71M · 307
- Bmwc Constructors, Inc. Profit Sharing Plan (IN) $71M · 297
Similar participant headcount
Nearest other-state filings by covered participants (427 participants); asset peers above are excluded.
- Coachsource LLC 401(k) Profit Sharing Plan & Trust (NJ) 427 · 0 off
- Walther Farms LLC 401(k) Plan (MI) 427 · 0 off
- The Vanderweil Companies Savings Plan (MA) 427 · 0 off
- National Carriers, Inc. Profit Sharing and Savings Plan (KS) 427 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.