401(k) · DOL Form 5500 · 2023

Wasserstrom Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
1,155
Participants Near avg headcount
90th
Percentile by assets National rank
$73,504
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,789
in Wholesale Trade (6,309 peers)
+17.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wasserstrom Holdings Associates 401(k) Plan's outsized position by total assets

Wasserstrom Holdings Associates 401(k) Plan vs every filed plan by assets

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

$84,897,534 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

Wasserstrom Holdings Associates 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wasserstrom Holdings Associates 401(k) Plan lands in the large band (1,155 participants).

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 →

Form 5500 schedule snapshot

Filing strip 314335700 · Wasserstrom Holdings, Inc. PY 2023 · 401(k)

Wasserstrom Holdings Associates 401(k) Plan · $85M · 1,155 · 90th

  • NET $85M
  • BOOK 1,155
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Boeing Intelligence & Analytics 401(k) Profit Sharing Plan
  • EBSA ind #5789

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 Wholesale Trade retirement plans → · Plans in Ohio →

Wasserstrom Holdings Associates 401(k) Plan in the asset neighbourhood

Eat'n Park Hospitality Group 401(k) Retirement PlanEat'n Park Hospitality Group…$85MWasserstrom Holdings Associates 401(k) PlanWasserstrom Holdings Associa…$85MBoeing Intelligence & Analytics 401(k) Profit Sharing PlanBoeing Intelligence & Analyt…$85MMetro Sales, Inc. Employee Profit Sharing PlanMetro Sales, Inc. Employee P…$85MNd Paper Retirement Plan$85M
End-of-year total assets ($M) among Wasserstrom Holdings Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Wasserstrom Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 31.88015044949245% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $72M $95M ▲ +31.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wasserstrom Holdings Associates 401(k) Plan, Total assets ($B): 0.084897534 · Participants: 1155Wasserstrom Holdings Associates 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Wasserstrom Holdings Associates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wasserstrom Holdings Associates 401(k) Plan side-by-side with 3 peers →

Wasserstrom Holdings Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Boeing Intelligence & Analytics 401(k) Profit Sharing Plan in MD ($85M); by covered participants it is Ultragenyx Pharmaceutical Inc. 401(k) Plan and Trust in CA (1,155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,155 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 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).
Which 401(k) plans cover a similar participant headcount to Wasserstrom Holdings Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultragenyx Pharmaceutical Inc. 401(k) Plan and Trust in CA (1,155 participants, $166M 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 314335700.

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.