401(k) · DOL Form 5500 · 2023

Wittwer, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
475
Participants Below avg headcount
61st
Percentile by assets National rank
$23,495
Avg per participant Low balance/head
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Official DOL plan name: Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust · Sponsored by Wittwer, Inc. · Utah · Retail Trade

$11M in assets, 475 participants

Wittwer, Inc.'s Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust reported $11M in total assets and 475 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,052 in Retail Trade (8,414 peers)

Wittwer, Inc. multi-year trail

Wittwer, Inc.'s plans moved +47.4% in assets from 2022 to 2024; this filing shows Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust at $11M / 475 participants.

#6,052
in Retail Trade (8,414 peers)
+23.9%
assets growth YoY

Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust vs every filed plan by assets

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

$11,160,007 Top 39% higher than 61% 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

Wittwer, Inc. Profit Sharing / 401(k) Plan and 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. Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust reported net income rose from $970K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust reported participants rose from 443 in the plan year 2022 filing to 475 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870365729 · Wittwer, Inc. PY 2023 · 401(k)

Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust · $11M · 475 · 61st

  • 5500 $11M
  • ASSETS 475
  • PCT 61st
  • EIN 401(k)
  • RANK near Nhsi 401(k) Plan
  • PHOTO ind #6052

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 Retail Trade retirement plans → · Plans in Utah →

Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust in the asset neighbourhood

Wittwer, Inc. Profit Sharing / 401(k) Plan and TrustWittwer, Inc. Profit Sharing…$11MNhsi 401(k) Plan$11MThermal Concepts, LLC 401(k) PlanThermal Concepts, LLC 401(k)…$11MNational Bulk Equipment, Inc. 401(k) Profit Sharing PlanNational Bulk Equipment, Inc…$11MLaborde Marine Retirement PlanLaborde Marine Retirement Pl…$11M
End-of-year total assets ($M) among Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wittwer, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wittwer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 47.40704842097783% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.01M $13.3M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 443 $9M
2023 1 475 $11M
2024 1 467 $13M

Wittwer, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN870365729
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust, Total assets ($B): 0.011160007 · Participants: 475Wittwer, Inc. Profit Sharing / 401(k) Plan and TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust side-by-side with 3 peers →

Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Nhsi 401(k) Plan in TX ($11M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (475 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 (475 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 Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust assets move in 2023? ▼
Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust grew sharply - up 23.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Wittwer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wittwer, Inc.'s sponsor-wide assets grew 47.4%, from $9M to $13M.
Which 401(k) plans are similar in size to Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nhsi 401(k) Plan in TX ($11M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Wittwer, Inc. Profit Sharing / 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Election Systems & Software, LLC 401(k) Plan in NE (475 participants, $71M 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 870365729.

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.