401(k) · DOL Form 5500 · 2023

Wegman Partners LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
139
Participants Small participant base
39th
Percentile by assets National rank
$26,690
Avg per participant Low balance/head
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Official DOL plan name: Wegman Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Wegman Partners LLC · Texas · Professional & Technical Services

$4M in assets, 139 participants

Wegman Partners LLC's Wegman Partners LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,357 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Wegman Partners LLC 401(k) Profit Sharing Plan & Trust covers 139 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#7,357
in Professional & Technical Services (20,321 peers)
+44.7%
assets growth YoY

Wegman Partners LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Wegman Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,709,960 39th percentile higher than 39% 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

Wegman Partners LLC 401(k) Profit Sharing 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. Wegman Partners LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wegman Partners LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$329K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wegman Partners LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 91 in the plan year 2022 filing to 139 in the plan year 2023 filing.
  • Wegman Partners LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 331110289 · Wegman Partners LLC PY 2023 · 401(k)

Wegman Partners LLC 401(k) Profit Sharing Plan & Trust · $4M · 139 · 39th

  • NET $4M
  • NET 139
  • NET 39th
  • NET 401(k)
  • NET near Atwood, Holsten, Brown, Deaver & Spier Law Firm P.C., L.L.O. 401(k) Plan
  • NET ind #7357

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 Texas →

Wegman Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wegman Partners LLC 401(k) Profit Sharing Plan & TrustWegman Partners LLC 401(k) P…$4MAtwood, Holsten, Brown, Deaver & Spier Law Firm P.C., L.L.O. 401(k) PlanAtwood, Holsten, Brown, Deav…$4MCera LLP 401(k) Plan$4MPrism Medical Products LLC 401(k) Psp & TrustPrism Medical Products LLC 4…$4MMissouri Lions Eye Research Foundation Retirement PlanMissouri Lions Eye Research …$4M
End-of-year total assets ($M) among Wegman Partners LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN331110289
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wegman Partners LLC)

Sponsor-wide plan assets over time

All Wegman Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.665678302175934% vs 2022
2023 filing year
$2M$2.5M$3M$3.5M$4M 20222023 $2.56M $3.71M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 91 $3M
2023 1 139 $4M

Nearby 401(k) Plans in Texas

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

Wegman Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wegman Partners LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00370996 · Participants: 139Wegman Partners LLC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Wegman Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wegman Partners LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wegman Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Atwood, Holsten, Brown, Deaver & Spier Law Firm P.C., L.L.O. 401(k) Plan in NE ($4M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Wegman Partners LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Wegman Partners LLC 401(k) Profit Sharing Plan & Trust surged - up 44.7% during 2023, from $3M to $4M. Reported net income was $1M.
How have Wegman Partners LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wegman Partners LLC's sponsor-wide assets grew 44.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Wegman Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Atwood, Holsten, Brown, Deaver & Spier Law Firm P.C., L.L.O. 401(k) Plan in NE ($4M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Wegman Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 331110289.

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.