401(k) · DOL Form 5500 · 2023

Wheeler Trigg O'donnell LLP 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
210
Participants Below avg headcount
90th
Percentile by assets National rank
$391,317
Avg per participant High balance/head
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Official DOL plan name: Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan · Sponsored by Wheeler Trigg O'donnell LLP · Colorado · Professional & Technical Services

$82M in assets, 210 participants

Wheeler Trigg O'donnell LLP's Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan reported $82M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,514 in Professional & Technical Services (20,321 peers)

Where Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits by assets

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits in the top 10% of all filed plans by assets, $82M for 210 participants (~$391,317/participant), up 17.4% in 2023.

#18,514
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan's outsized position by total assets

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs every filed plan by assets

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

$82,176,487 Top 10% higher than 90% 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

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing 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. Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan end-of-year assets rose from $70M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan reported participants rose from 192 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200697269 · Wheeler Trigg O'donnell LLP PY 2023 · 401(k)

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan · $82M · 210 · 90th

  • VS-ST $82M
  • BOY 210
  • SCH 90th
  • EBSA 401(k)
  • PART near Lifetime Brands, Inc. 401(k) Savings Plan
  • TYPE ind #18514

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 Colorado →

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan in the asset neighbourhood

Kurita America Inc. Retirement Savings PlanKurita America Inc. Retireme…$82MWheeler Trigg O'donnell LLP 401(k) Profit-Sharing PlanWheeler Trigg O'donnell LLP …$82MLifetime Brands, Inc. 401(k) Savings PlanLifetime Brands, Inc. 401(k)…$82MThe West Clinic 401(k) and Profit Sharing PlanThe West Clinic 401(k) and P…$82MThe Proconex Group 401(k) PlanThe Proconex Group 401(k) Pl…$82M
End-of-year total assets ($M) among Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$82M
Net Income$12M
Employer EIN200697269
Plan Effective Date1998-02-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Trigg O'donnell LLP)

Sponsor-wide plan assets over time

All Wheeler Trigg O'donnell LLP plans reported in each filing year

Latest sponsor-wide plan assets
$90M 27.9744769599505% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70M $89.6M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 192 $70M
2023 1 210 $82M
2024 1 220 $90M

Nearby 401(k) Plans in Colorado

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

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan, Total assets ($B): 0.082176487 · Participants: 210Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan side-by-side with 3 peers →

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Lifetime Brands, Inc. 401(k) Savings Plan in NY ($82M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan assets move in 2023? ▼
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan grew sharply - up 17.4% during 2023, from $70M to $82M. Reported net income was $12M.
How have Wheeler Trigg O'donnell LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Trigg O'donnell LLP's sponsor-wide assets grew 28.0%, from $70M to $90M.
Where does Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifetime Brands, Inc. 401(k) Savings Plan in NY ($82M, 858 participants).
Which 401(k) plans cover a similar participant headcount to Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 200697269.

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.