401(k) · DOL Form 5500 · 2023

Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
155
Participants Small participant base
63rd
Percentile by assets National rank
$79,613
Avg per participant Below avg balance/head
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Official DOL plan name: Secrest Wardle 401(k) Profit Sharing Plan · Sponsored by Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC · Michigan · Professional & Technical Services

$12M in assets, 155 participants

Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC's Secrest Wardle 401(k) Profit Sharing Plan reported $12M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,651 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Secrest Wardle 401(k) Profit Sharing Plan covers 155 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $12M.

#12,651
in Professional & Technical Services (20,321 peers)
+11.1%
assets growth YoY

Secrest Wardle 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Secrest Wardle 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,340,073 Top 37% higher than 63% 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

Secrest Wardle 401(k) Profit Sharing 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. Secrest Wardle 401(k) Profit Sharing Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Secrest Wardle 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Secrest Wardle 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Secrest Wardle 401(k) Profit Sharing Plan reported participants fell from 165 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381863919 · Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC PY 2023 · 401(k)

Secrest Wardle 401(k) Profit Sharing Plan · $12M · 155 · 63rd

  • SCH $12M
  • SCH 155
  • SCH 63rd
  • SCH 401(k)
  • SCH near The Arc, Ocean County Chapter, Inc. Retirement Savings Plan
  • SCH ind #12651

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 Michigan →

Secrest Wardle 401(k) Profit Sharing Plan in the asset neighbourhood

Secrest Wardle 401(k) Profit Sharing PlanSecrest Wardle 401(k) Profit…$12MThe Arc, Ocean County Chapter, Inc. Retirement Savings PlanThe Arc, Ocean County Chapte…$12MSavvee Consulting Inc 401(k) Profit Sharing Plan & TrustSavvee Consulting Inc 401(k)…$12MFord Construction Company Profit Sharing PlanFord Construction Company Pr…$12MTexas Veterinary, PLLC 401(k) PlanTexas Veterinary, PLLC 401(k…$12M
End-of-year total assets ($M) among Secrest Wardle 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN381863919
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC)

Sponsor-wide plan assets over time

All Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.111874989307207% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $12.9M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 165 $11M
2023 1 155 $12M
2024 1 140 $13M

Nearby 401(k) Plans in Michigan

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

Secrest Wardle 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Secrest Wardle 401(k) Profit Sharing Plan, Total assets ($B): 0.012340073 · Participants: 155Secrest Wardle 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Secrest Wardle 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Secrest Wardle 401(k) Profit Sharing Plan side-by-side with 3 peers →

Secrest Wardle 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The Arc, Ocean County Chapter, Inc. Retirement Savings Plan in NJ ($12M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Secrest Wardle 401(k) Profit Sharing Plan assets move in 2023? ▼
Secrest Wardle 401(k) Profit Sharing Plan grew at a solid clip - up 11.1% during 2023, from $11M to $12M. Reported net income was $1M.
How have Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC's sponsor-wide assets grew 16.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Secrest Wardle 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Arc, Ocean County Chapter, Inc. Retirement Savings Plan in NJ ($12M, 451 participants).
Which 401(k) plans cover a similar participant headcount to Secrest Wardle 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 381863919.

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.