Profit Sharing · DOL Form 5500 · 2023

Wambach Service Inc. Profit Sharing Plan

Data updated 2026-08-25

$134K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$67,000
Avg per participant Below avg balance/head
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Official DOL plan name: Wambach Service Inc. Retirement Plan · Sponsored by Wambach Service Inc. · Utah · Retail Trade

$134K in assets, 2 participants

Wambach Service Inc.'s Wambach Service Inc. Retirement Plan reported $134K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,067 in Retail Trade (8,414 peers)

What the 2023 filing shows

Wambach Service Inc. Retirement Plan holds $134K for 2 participants - about $67,000 per participant, among the smaller plans by assets on file.

#1,067
in Retail Trade (8,414 peers)
-0.4%
assets change YoY

The plan reported a net loss of $554 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wambach Service Inc. Retirement Plan among the smaller filed plans by assets

Wambach Service Inc. Retirement Plan vs every filed plan by assets

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

$134,000 8th percentile higher than 8% 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

Wambach Service Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wambach Service Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wambach Service Inc. Retirement Plan reported net income fell from $15K in the plan year 2022 filing to -$554 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821503590 · Wambach Service Inc. PY 2023 · Profit Sharing

Wambach Service Inc. Retirement Plan · $134K · 2 · 8th

  • EOY $134K
  • EOY 2
  • EOY 8th
  • EOY Profit Sharing
  • EOY near Dust Han Enterprises Retirement Plan
  • EOY ind #1067

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 Retail Trade retirement plans → · Plans in Utah →

Wambach Service Inc. Retirement Plan in the asset neighbourhood

Wambach Service Inc. Retirement PlanWambach Service Inc. Retirem…$134KDust Han Enterprises Retirement PlanDust Han Enterprises Retirem…$134KTe Wendel Investment Corp. Retirement PlanTe Wendel Investment Corp. R…$134KKostelnick Enterprises Corporation Profit Sharing PlanKostelnick Enterprises Corpo…$134KJohnson and Company, P.a. Smith Barney Prototype P S PlanJohnson and Company, P.a. Sm…$134K
End-of-year total assets ($M) among Wambach Service Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$135K
Net Assets (End of Year)$134K
Net Income-$554
Employer EIN821503590
Plan Effective Date2017-05-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Wambach Service Inc.)

Sponsor-wide plan assets over time

All Wambach Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$124K 7.843691008814305% vs 2022
2024 filing year
$0.12M$0.12M$0.13M$0.13M$0.14M 202220232024 $0.13M $0.12M ▼ -7.7%
Year Plans Participants Total Assets
2022 1 2 $135K
2023 1 2 $134K
2024 1 2 $124K

Nearby Profit Sharing Plans in Utah

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wambach Service Inc. Retirement Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -1000100200300400500 Total assets ($M) Participants Wambach Service Inc. Retirement Plan, Total assets ($M): 0.134 · Participants: 2Wambach Service Inc. Retirement PlanWgu Retirement Savings Plan, Total assets ($M): 431.080482 · Participants: 7868Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 320.492816 · Participants: 2460Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 146.57466 · Participants: 265Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 118.450852 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 105.604978 · Participants: 651Campbell Scientific Profit Sharing Plan
Wambach Service Inc. Retirement Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Wambach Service Inc. Retirement Plan side-by-side with 3 peers →

Wambach Service Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Dust Han Enterprises Retirement Plan in CA ($134K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Wambach Service Inc. Retirement Plan assets move in 2023? ▼
Wambach Service Inc. Retirement Plan held essentially flat - down 0.4% during 2023, from $135K to $134K. Reported net income was -$554.
How have Wambach Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wambach Service Inc.'s sponsor-wide assets declined 7.8%, from $135K to $124K.
Where does Wambach Service Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Wambach Service Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wambach Service Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dust Han Enterprises Retirement Plan in CA ($134K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wambach Service Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 821503590.

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.