401(k) · DOL Form 5500 · 2023
Wendricks Truss, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $48,835
- Avg per participant Low balance/head
Official DOL plan name: Wendricks Truss, Inc. 401(k) Profit Sharing Plan · Sponsored by Wendricks Truss, Inc. · Wisconsin · Manufacturing
$6M in assets, 130 participants
Wendricks Truss, Inc.'s Wendricks Truss, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #6,143 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Wendricks Truss, Inc. 401(k) Profit Sharing Plan covers 130 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.
- #6,143
- in Manufacturing (18,722 peers)
- +28.2%
- assets growth YoY
Wendricks Truss, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Wendricks Truss, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,348,609 49th percentile higher than 49% 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
Wendricks Truss, Inc. 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. Wendricks Truss, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wendricks Truss, Inc. 401(k) Profit Sharing Plan reported net income rose from -$528K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Wendricks Truss, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Wendricks Truss, Inc. 401(k) Profit Sharing Plan reported participants rose from 117 in the plan year 2022 filing to 130 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 382438818 · Wendricks Truss, Inc. PY 2023 · 401(k)
Wendricks Truss, Inc. 401(k) Profit Sharing Plan · $6M · 130 · 49th
- VS-ST $6M
- BOY 130
- SCH 49th
- EBSA 401(k)
- PART near Colin Gordon Associates 401(k) Profit Sharing Plan
- TYPE ind #6143
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 Manufacturing retirement plans → · Plans in Wisconsin →
Wendricks Truss, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 382438818 |
| Plan Effective Date | 2003-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wendricks Truss, Inc.)
Sponsor-wide plan assets over time
All Wendricks Truss, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 38.025982262420044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $5M |
| 2023 | 1 | 130 | $6M |
| 2024 | 1 | 134 | $7M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Wendricks Truss, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Colin Gordon Associates 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Animax Designs, Inc. (TN) 130 · 0 off
- American Portfolios Holdings, (NY) 130 · 0 off
- Ambridge US Services Company, Inc 401(k) Plan (NY) 130 · 0 off
- The Neuro Behavioral Center for Growth LLC-401(k) Plan (UT) 130 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.