401(k) · DOL Form 5500 · 2023

Wright Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
300
Participants Below avg headcount
43rd
Percentile by assets National rank
$15,949
Avg per participant Low balance/head
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Official DOL plan name: Wright Investments, Inc. Retirement Plan · Sponsored by Wright Investments, Inc. · Tennessee · Real Estate

$5M in assets, 300 participants

Wright Investments, Inc.'s Wright Investments, Inc. Retirement Plan reported $5M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,988 in Real Estate (4,727 peers)

Coverage in Tennessee

Wright Investments, Inc. Retirement Plan covers 300 participants in Tennessee, about 27% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#2,988
in Real Estate (4,727 peers)
-3.3%
assets change YoY

The plan reported a net loss of $142K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wright Investments, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Wright Investments, Inc. Retirement Plan vs every filed plan by assets

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

$4,784,845 43rd percentile higher than 43% 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

Wright Investments, Inc. Retirement 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. Wright Investments, Inc. Retirement Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wright Investments, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$142K in the plan year 2023 filing.
  • Wright Investments, Inc. Retirement Plan reported participants rose from 228 in the plan year 2022 filing to 300 in the plan year 2023 filing.
  • Wright Investments, Inc. Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621144800 · Wright Investments, Inc. PY 2023 · 401(k)

Wright Investments, Inc. Retirement Plan · $5M · 300 · 43rd

  • VS-ST $5M
  • BOY 300
  • SCH 43rd
  • EBSA 401(k)
  • PART near David Dobbs Enterprises, Inc. Retirement Savings Plan
  • TYPE ind #2988

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 Real Estate retirement plans → · Plans in Tennessee →

Wright Investments, Inc. Retirement Plan in the asset neighbourhood

Team Wireless 401(k) Plan$5M403(b) Thrift Plan for Employees of Summit Early Learning, Inc.403(b) Thrift Plan for Emplo…$5MWright Investments, Inc. Retirement PlanWright Investments, Inc. Ret…$5MDavid Dobbs Enterprises, Inc. Retirement Savings PlanDavid Dobbs Enterprises, Inc…$5MFamily Center of Harrisonville 401(k) Profit Sharing PlanFamily Center of Harrisonvil…$5M
End-of-year total assets ($M) among Wright Investments, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$142K
Employer EIN621144800
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wright Investments, Inc.)

Sponsor-wide plan assets over time

All Wright Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.621635336811767% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.95M $3.83M ▼ -22.6%
Year Plans Participants Total Assets
2022 1 228 $5M
2023 1 300 $5M
2024 1 343 $4M

Nearby 401(k) Plans in Tennessee

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

Wright Investments, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Wright Investments, Inc. Retirement Plan, Total assets ($B): 0.004784845 · Participants: 300Wright Investments, Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Wright Investments, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Wright Investments, Inc. Retirement Plan side-by-side with 3 peers →

Wright Investments, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is David Dobbs Enterprises, Inc. Retirement Savings Plan in FL ($5M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Wright Investments, Inc. Retirement Plan assets move in 2023? ▼
Wright Investments, Inc. Retirement Plan edged down modestly - down 3.3% during 2023, from $5M to $5M. Reported net income was -$142K.
How have Wright Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wright Investments, Inc.'s sponsor-wide assets declined 22.6%, from $5M to $4M.
Which 401(k) plans are similar in size to Wright Investments, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is David Dobbs Enterprises, Inc. Retirement Savings Plan in FL ($5M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Wright Investments, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M 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 621144800.

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.