401(k) · DOL Form 5500 · 2023
Wurth Group of North America Inc 401(k) Plan
Data updated 2026-08-25
- $313M
- Total assets Above avg plan size
- 4,766
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $65,612
- Avg per participant Below avg balance/head
Official DOL plan name: Wurth 401(k) Plan · Sponsored by Wurth Group of North America Inc · New Jersey · Wholesale Trade
$313M in assets, 4,766 participants
Wurth Group of North America Inc's Wurth 401(k) Plan reported $313M in total assets and 4,766 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #6,144 in Wholesale Trade (6,309 peers)
Coverage in New Jersey
Wurth 401(k) Plan covers 4,766 participants in New Jersey, 5.6x the typical New Jersey plan (state average ~844 per filing). Assets: $313M.
- #6,144
- in Wholesale Trade (6,309 peers)
- +23.0%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Wurth 401(k) Plan's outsized position by total assets
Wurth 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$312,704,564 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wurth 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. Wurth 401(k) Plan lands in the large band (4,766 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wurth 401(k) Plan reported net income rose from -$49M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Wurth 401(k) Plan end-of-year assets rose from $254M in the plan year 2022 filing to $313M in the plan year 2023 filing.
- Wurth 401(k) Plan reported participants rose from 4,524 in the plan year 2022 filing to 4,766 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222945308 · Wurth Group of North America Inc PY 2023 · 401(k)
Wurth 401(k) Plan · $313M · 4,766 · 96th
- SCH $313M
- SCH 4,766
- SCH 96th
- SCH 401(k)
- SCH near Penske Logistics Retirement Savings Plan
- SCH ind #6144
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 New Jersey →
Wurth 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $254M |
|---|---|
| Net Assets (End of Year) | $313M |
| Net Income | $58M |
| Employer EIN | 222945308 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wurth Group of North America Inc)
Sponsor-wide plan assets over time
All Wurth Group of North America Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $357M 40.297367447042035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,524 | $254M |
| 2023 | 1 | 4,766 | $313M |
| 2024 | 1 | 4,633 | $357M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Wurth 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Penske Logistics Retirement Savings Plan in PA ($313M); by covered participants it is Bok Financial 401(k) Plan in OK (4,766 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($313M here).
- Penske Logistics Retirement Savings Plan (PA) $313M · 5,022
- La-Z-Boy Incorporated Retirement Savings Plan (MI) $313M · 6,775
- The Oregon Clinic, P.C. Retirement Plan (OR) $313M · 1,220
- Cirrus Logic, Inc. 401(k) Profit Sharing Plan (TX) $313M · 1,092
Similar participant headcount
Nearest other-state filings by covered participants (4,766 participants); asset peers above are excluded.
- Bok Financial 401(k) Plan (OK) 4,766 · 0 off
- IBEW Local No. 716 Retirement Plan (TX) 4,760 · 6 off
- Roush 401(k) Profit Sharing Plan (MI) 4,759 · 7 off
- Tkc Holdings, Inc. Retirement Plan (MO) 4,773 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.