401(k)
2023 plan-year 401(k) DOL Form 5500

Wesco Group, Inc. 401(k) Profit Sharing Plan

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

Sponsored by Wesco Group LLC · Washington · Wholesale Trade

What the 2023 filing shows

Wesco Group, Inc. 401(k) Profit Sharing Plan holds $20M for 485 participants — about $41,133 per participant, up 8.5% over the 2023 plan year.

$20M
total plan assets (2023 EOY)
485
covered participants
$41,133
avg assets per participant
+8.5%
assets growth YoY
Total Assets (2023)
$20M
Participants
485
State
Industry
Wholesale Trade

What the Filing Says About Wesco Group, Inc. 401(k) Profit Sharing Plan

Wesco Group, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Wesco Group LLC, headquartered in Washington. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 485 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 911167125, and the plan has been effective since 1985-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $20M at year-end — a gain of 8.5%. Net assets (after liabilities) closed the year at $20M, with reported net income of $2M 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)$18M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$2M
Plan Type401(k)
Employer EIN911167125
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesco Group LLC)

Year Plans Participants Total Assets
2022 1 451 $18M
2023 1 485 $20M
2024 1 485 $22M

Nearby 401(k) Plans in Washington

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

Frequently Asked Questions

How much money is in the Wesco Group, Inc. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Wesco Group, Inc. 401(k) Profit Sharing Plan holds $20M in total assets with 485 participants. It is sponsored by Wesco Group LLC.
What type of plan is Wesco Group, Inc. 401(k) Profit Sharing Plan?
Wesco Group, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1985-07-01. The plan is filed with the U.S. Department of Labor under EIN 911167125.
Who sponsors the Wesco Group, Inc. 401(k) Profit Sharing Plan?
Wesco Group, Inc. 401(k) Profit Sharing Plan is sponsored by Wesco Group LLC, located in Washington. The sponsor's EIN is 911167125 and the plan operates in the Wholesale Trade industry.
How did Wesco Group, Inc. 401(k) Profit Sharing Plan perform in 2023?
Wesco Group, Inc. 401(k) Profit Sharing Plan grew by 8.5% during 2023, moving from $18M to $20M in total assets. Net income was $2M.
Where can I find official filings for Wesco Group, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Wesco Group, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 911167125 or plan name at efast.dol.gov.
How does Wesco Group, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Wesco Group, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Washington 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 911167125.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.