401(k) · DOL Form 5500 · 2023

Wasserstrom Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$85M
Total assets
1,155
Participants
90th
Percentile by assets
$73,504
Avg per participant
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Official DOL plan name: Wasserstrom Holdings Associates 401(k) Plan · Sponsored by Wasserstrom Holdings, Inc. · Ohio · Wholesale Trade

$85M in assets, 1,155 participants

Wasserstrom Holdings, Inc.'s Wasserstrom Holdings Associates 401(k) Plan reported $85M in total assets and 1,155 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.

  • 90th percentile by assets (of 127,072 plans)
  • #5,789 in Wholesale Trade (6,309 peers)

Where Wasserstrom Holdings Associates 401(k) Plan sits by assets

Wasserstrom Holdings Associates 401(k) Plan sits in the top 10% of all filed plans by assets, $85M for 1,155 participants (~$73,504/participant), up 17.8% in 2023.

$85M
total plan assets (2023 EOY)
1,155
covered participants
90th
percentile by assets (of 127,072 plans)
$73,504
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wasserstrom Holdings Associates 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Wasserstrom Holdings Associates 401(k) Plan end-of-year assets rose from $72M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Wasserstrom Holdings Associates 401(k) Plan reported participants rose from 1,102 in the plan year 2022 filing to 1,155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Wasserstrom Holdings Associates 401(k) Plan vs the 2023 asset distribution

By assets, Wasserstrom Holdings Associates 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$85M
Net Income$13M
Employer EIN314335700
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wasserstrom Holdings, Inc.)

$60M$70M$80M$90M$100M 202220232024 $72M $95M ▲ +31.9%
Total plan assets by year, all Wasserstrom Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,102 $72M
2023 1 1,155 $85M
2024 1 1,089 $95M

Nearby 401(k) Plans in Ohio

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

Wasserstrom Holdings Associates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Wasserstrom Holdings Associates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wasserstrom Holdings…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Wasserstrom Holdings Associates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wasserstrom Holdings Associates 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wasserstrom Holdings Associates 401(k) Plan assets move in 2023?
Wasserstrom Holdings Associates 401(k) Plan grew sharply - up 17.8% during 2023, from $72M to $85M. Reported net income was $13M.
How have Wasserstrom Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wasserstrom Holdings, Inc.'s sponsor-wide assets grew 31.9%, from $72M to $95M.
Where does Wasserstrom Holdings Associates 401(k) Plan rank by assets among Form 5500 filers?
Wasserstrom Holdings Associates 401(k) 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 Wasserstrom Holdings Associates 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Boeing Intelligence & Analytics 401(k) Profit Sharing Plan in MD ($85M, 338 participants).

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