Other
2023 plan-year Other DOL Form 5500

WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WUNDERLICH-MALEC ENGINEERING

This Other plan holds $151M in total assets and serves 494 participants as of 2023. It is sponsored by WUNDERLICH-MALEC ENGINEERING in Minnesota. The plan reported positive net income of $25M for the year.

Total Assets (2023)
$151M
Participants
494
State
Industry
Professional & Technical Services

What the Filing Says About WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by WUNDERLICH-MALEC ENGINEERING, headquartered in Minnesota. As of the 2023 Form 5500 filing, the plan reports $151M in total end-of-year assets and covers 494 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 411412464, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $126M at the beginning of 2023 to $151M at year-end — a gain of 19.5%. Net assets (after liabilities) closed the year at $147M, with reported net income of $25M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$126M
Total Assets (End of Year)$151M
Net Assets (End of Year)$147M
Net Income$25M
Plan TypeOther
Employer EIN411412464
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WUNDERLICH-MALEC ENGINEERING)

Year Plans Participants Total Assets
2022 2 932 $213M
2023 2 1,059 $259M
2024 2 1,150 $318M

Nearby Other Plans in Minnesota

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $151M in total assets with 494 participants. It is sponsored by WUNDERLICH-MALEC ENGINEERING.
What type of plan is WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 411412464.
Who sponsors the WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by WUNDERLICH-MALEC ENGINEERING, located in Minnesota. The sponsor's EIN is 411412464 and the plan operates in the Professional & Technical Services industry.
How did WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 19.5% during 2023, moving from $126M to $151M in total assets. Net income was $25M.
Where can I find official filings for WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411412464 or plan name at efast.dol.gov.
How does WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 411412464.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.