401(k) · DOL Form 5500 · 2023

Wallace, Roberts & Todd, L.L.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
115
Participants Small participant base
72nd
Percentile by assets National rank
$171,088
Avg per participant Above avg balance/head
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Official DOL plan name: Wallace Roberts & Todd, L.L.C. 401(k) Plan · Sponsored by Wallace, Roberts & Todd, L.L.C. · Pennsylvania · Professional & Technical Services

$20M in assets, 115 participants

Wallace, Roberts & Todd, L.L.C.'s Wallace Roberts & Todd, L.L.C. 401(k) Plan reported $20M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,652 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Wallace Roberts & Todd, L.L.C. 401(k) Plan covers 115 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#14,652
in Professional & Technical Services (20,321 peers)
+24.6%
assets growth YoY

Wallace Roberts & Todd, L.L.C. 401(k) Plan's outsized position by total assets

Wallace Roberts & Todd, L.L.C. 401(k) Plan vs every filed plan by assets

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

$19,675,151 Top 28% higher than 72% 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

Wallace Roberts & Todd, L.L.C. 401(k) Plan 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. Wallace Roberts & Todd, L.L.C. 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wallace Roberts & Todd, L.L.C. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wallace Roberts & Todd, L.L.C. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Wallace Roberts & Todd, L.L.C. 401(k) Plan reported participants rose from 98 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231615241 · Wallace, Roberts & Todd, L.L.C. PY 2023 · 401(k)

Wallace Roberts & Todd, L.L.C. 401(k) Plan · $20M · 115 · 72nd

  • ASSETS $20M
  • PCT 115
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near The Md Group LLC 401(k) Profit Sharing Plan & Trust
  • IND ind #14652

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 Pennsylvania →

Wallace Roberts & Todd, L.L.C. 401(k) Plan in the asset neighbourhood

Wallace Roberts & Todd, L.L.C. 401(k) PlanWallace Roberts & Todd, L.L.…$20MThe Md Group LLC 401(k) Profit Sharing Plan & TrustThe Md Group LLC 401(k) Prof…$20MCvc Advisors (U.S.) Inc. Retirement PlanCvc Advisors (U.S.) Inc. Ret…$20MMainetoday Media 401(k) Plan$20MHarrington Raceway, Inc. Dba Harrington Raceway & Casino 401(k) Retirement PlanHarrington Raceway, Inc. Dba…$20M
End-of-year total assets ($M) among Wallace Roberts & Todd, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN231615241
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallace, Roberts & Todd, L.L.C.)

Sponsor-wide plan assets over time

All Wallace, Roberts & Todd, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 23.86420602399585% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.8M $19.6M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 98 $16M
2023 1 115 $20M
2024 1 122 $20M

Nearby 401(k) Plans in Pennsylvania

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

Wallace Roberts & Todd, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Wallace Roberts & Todd, L.L.C. 401(k) Plan, Total assets ($B): 0.019675151 · Participants: 115Wallace Roberts & Todd, L.L.C. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Wallace Roberts & Todd, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wallace Roberts & Todd, L.L.C. 401(k) Plan side-by-side with 3 peers →

Wallace Roberts & Todd, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Md Group LLC 401(k) Profit Sharing Plan & Trust in WI ($20M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Wallace Roberts & Todd, L.L.C. 401(k) Plan assets move in 2023? ▼
Wallace Roberts & Todd, L.L.C. 401(k) Plan grew sharply - up 24.6% during 2023, from $16M to $20M. Reported net income was $4M.
How have Wallace, Roberts & Todd, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallace, Roberts & Todd, L.L.C.'s sponsor-wide assets grew 23.9%, from $16M to $20M.
Which 401(k) plans are similar in size to Wallace Roberts & Todd, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Md Group LLC 401(k) Profit Sharing Plan & Trust in WI ($20M, 511 participants).
Which 401(k) plans cover a similar participant headcount to Wallace Roberts & Todd, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 231615241.

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.