401(k) · DOL Form 5500 · 2023

Wgm Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
114
Participants Small participant base
69th
Percentile by assets National rank
$145,370
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wgm Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Wgm Group, Inc. · Montana · Professional & Technical Services

$17M in assets, 114 participants

Wgm Group, Inc.'s Wgm Group, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,919 in Professional & Technical Services (20,321 peers)

Coverage in Montana

Wgm Group, Inc. 401(k) Profit Sharing Plan covers 114 participants in Montana, about 42% of the average Montana filer (state average ~271 per filing). Assets: $17M.

#13,919
in Professional & Technical Services (20,321 peers)
+30.9%
assets growth YoY

Wgm Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Wgm Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,572,135 Top 31% higher than 69% 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

Wgm Group, Inc. 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. Wgm Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wgm Group, Inc. 401(k) Profit Sharing Plan reported net income rose from $413K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Wgm Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Wgm Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 103 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810382876 · Wgm Group, Inc. PY 2023 · 401(k)

Wgm Group, Inc. 401(k) Profit Sharing Plan · $17M · 114 · 69th

  • SCH $17M
  • SCH 114
  • SCH 69th
  • SCH 401(k)
  • SCH near The Tkl Profit Sharing & 401(k) Savings Plan
  • SCH ind #13919

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 Montana →

Wgm Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wgm Group, Inc. 401(k) Profit Sharing PlanWgm Group, Inc. 401(k) Profi…$17MThe Tkl Profit Sharing & 401(k) Savings PlanThe Tkl Profit Sharing & 401…$17MStafford Management, LLC 401(k) PlanStafford Management, LLC 401…$17MDistrict Energy Holdings 401(k) PlanDistrict Energy Holdings 401…$17MIBEW Lu2221 Employee Retirement PlanIBEW Lu2221 Employee Retirem…$17M
End-of-year total assets ($M) among Wgm Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN810382876
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wgm Group, Inc.)

Sponsor-wide plan assets over time

All Wgm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 51.29307136686341% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.7M $19.2M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 103 $13M
2023 1 114 $17M
2024 1 111 $19M

Nearby 401(k) Plans in Montana

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

Wgm Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Wgm Group, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 16.572135 · Participants: 114Wgm Group, Inc. 401(k) Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Wgm Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Wgm Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is The Tkl Profit Sharing & 401(k) Savings Plan in NJ ($17M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Wgm Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Wgm Group, Inc. 401(k) Profit Sharing Plan surged - up 30.9% during 2023, from $13M to $17M. Reported net income was $4M.
How have Wgm Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wgm Group, Inc.'s sponsor-wide assets grew 51.3%, from $13M to $19M.
Which 401(k) plans are similar in size to Wgm Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Tkl Profit Sharing & 401(k) Savings Plan in NJ ($17M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Wgm Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 810382876.

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.