401(k) · DOL Form 5500 · 2023

Waggoner Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
154
Participants Small participant base
60th
Percentile by assets National rank
$70,707
Avg per participant Below avg balance/head
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Official DOL plan name: Waggoner Engineering, Inc. 401(k) Plan & Trust · Sponsored by Waggoner Engineering, Inc. · Mississippi · Professional & Technical Services

$11M in assets, 154 participants

Waggoner Engineering, Inc.'s Waggoner Engineering, Inc. 401(k) Plan & Trust reported $11M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,043 in Professional & Technical Services (20,321 peers)

Coverage in Mississippi

Waggoner Engineering, Inc. 401(k) Plan & Trust covers 154 participants in Mississippi, about 42% of the average Mississippi filer (state average ~366 per filing). Assets: $11M.

#12,043
in Professional & Technical Services (20,321 peers)
+7.9%
assets growth YoY

Waggoner Engineering, Inc. 401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Waggoner Engineering, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$10,888,855 Top 40% higher than 60% 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

Waggoner Engineering, Inc. 401(k) Plan & 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. Waggoner Engineering, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waggoner Engineering, Inc. 401(k) Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $801K in the plan year 2023 filing.
  • Waggoner Engineering, Inc. 401(k) Plan & Trust reported participants rose from 111 in the plan year 2022 filing to 154 in the plan year 2023 filing.
  • Waggoner Engineering, Inc. 401(k) Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640591204 · Waggoner Engineering, Inc. PY 2023 · 401(k)

Waggoner Engineering, Inc. 401(k) Plan & Trust · $11M · 154 · 60th

  • TYPE $11M
  • NET 154
  • BOOK 60th
  • VS-ST 401(k)
  • BOY near Air Way Automation, Inc. 401(k) Retirement Plan
  • SCH ind #12043

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 Mississippi →

Waggoner Engineering, Inc. 401(k) Plan & Trust in the asset neighbourhood

Waggoner Engineering, Inc. 401(k) Plan & TrustWaggoner Engineering, Inc. 4…$11MAir Way Automation, Inc. 401(k) Retirement PlanAir Way Automation, Inc. 401…$11MAnderson Auto Group 401(k) Profit Sharing Plan & TrustAnderson Auto Group 401(k) P…$11MSummerwinds 401(k) Plan$11MIbis 401(k) Retirement Savings PlanIbis 401(k) Retirement Savin…$11M
End-of-year total assets ($M) among Waggoner Engineering, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$801K
Employer EIN640591204
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waggoner Engineering, Inc.)

Sponsor-wide plan assets over time

All Waggoner Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.94304449039528% vs 2022
2023 filing year
$10M$10.5M$11M 20222023 $10.1M $10.9M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 111 $10M
2023 1 154 $11M

Nearby 401(k) Plans in Mississippi

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

Waggoner Engineering, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Waggoner Engineering, Inc. 401(k) Plan & Trust, Total assets ($M): 10.888855 · Participants: 154Waggoner Engineering, Inc. 401(k) Plan & TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Waggoner Engineering, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Waggoner Engineering, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Waggoner Engineering, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Air Way Automation, Inc. 401(k) Retirement Plan in MI ($11M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Waggoner Engineering, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Waggoner Engineering, Inc. 401(k) Plan & Trust grew at a solid clip - up 7.9% during 2023, from $10M to $11M. Reported net income was $801K.
How have Waggoner Engineering, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waggoner Engineering, Inc.'s sponsor-wide assets grew 7.9%, from $10M to $11M.
Which 401(k) plans are similar in size to Waggoner Engineering, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Air Way Automation, Inc. 401(k) Retirement Plan in MI ($11M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Waggoner Engineering, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M 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 640591204.

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.