401(k) · DOL Form 5500 · 2023

Wahoo Fitness 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
161
Participants Small participant base
54th
Percentile by assets National rank
$49,198
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wahoo Fitness Retirement Trust · Sponsored by Wahoo Fitness · Georgia · Professional & Technical Services

$8M in assets, 161 participants

Wahoo Fitness's Wahoo Fitness Retirement Trust reported $8M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,576 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Wahoo Fitness Retirement Trust covers 161 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.

#10,576
in Professional & Technical Services (20,321 peers)
+34.9%
assets growth YoY

Wahoo Fitness Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Wahoo Fitness Retirement Trust vs every filed plan by assets

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

$7,920,837 Top 46% higher than 54% 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

Wahoo Fitness Retirement Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wahoo Fitness Retirement Trust sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wahoo Fitness Retirement Trust reported net income rose from $491K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wahoo Fitness Retirement Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wahoo Fitness Retirement Trust reported participants fell from 232 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271598318 · Wahoo Fitness PY 2023 · 401(k)

Wahoo Fitness Retirement Trust · $8M · 161 · 54th

  • IND $8M
  • IND 161
  • IND 54th
  • IND 401(k)
  • IND near Ghertner & Company 401(k) Profit Sharing Plan
  • IND ind #10576

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Wahoo Fitness Retirement Trust in the asset neighbourhood

Wahoo Fitness Retirement TrustWahoo Fitness Retirement Tru…$8MGhertner & Company 401(k) Profit Sharing PlanGhertner & Company 401(k) Pr…$8MCodeworks, LLC 401(k) Retirement Savings PlanCodeworks, LLC 401(k) Retire…$8MJewish Federation of Southern New Jersey 401(k) PlanJewish Federation of Souther…$8MUnited Service Companies 401(k) PlanUnited Service Companies 401…$8M
End-of-year total assets ($M) among Wahoo Fitness Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN271598318
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wahoo Fitness)

Sponsor-wide plan assets over time

All Wahoo Fitness plans reported in each filing year

Latest sponsor-wide plan assets
$10M 71.58264238677744% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.87M $10.1M ▲ +71.6%
Year Plans Participants Total Assets
2022 1 232 $6M
2023 1 161 $8M
2024 1 141 $10M

Nearby 401(k) Plans in Georgia

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

Wahoo Fitness Retirement Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Wahoo Fitness Retirement Trust, Total assets ($B): 0.007920837 · Participants: 161Wahoo Fitness Retirement TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Wahoo Fitness Retirement Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Wahoo Fitness Retirement Trust side-by-side with 3 peers →

Wahoo Fitness Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Ghertner & Company 401(k) Profit Sharing Plan in TN ($8M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Wahoo Fitness Retirement Trust assets move in 2023? ▼
Wahoo Fitness Retirement Trust surged - up 34.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Wahoo Fitness plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wahoo Fitness's sponsor-wide assets grew 71.6%, from $6M to $10M.
Which 401(k) plans are similar in size to Wahoo Fitness Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ghertner & Company 401(k) Profit Sharing Plan in TN ($8M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Wahoo Fitness Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A 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 271598318.

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.