Money Purchase · DOL Form 5500 · 2023

Wrr Associates Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 30th
Percentile by assets National rank: $1.8M
Avg per participant High balance/head

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Official DOL plan name: Wrr Associates Inc. · Sponsored by Wrr Associates Inc. · Ohio · Wholesale Trade

$2M in assets, 1 participants

Wrr Associates Inc.'s Wrr Associates Inc. reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#1,184 in Wholesale Trade (6,309 peers)

Wrr Associates Inc. multi-year trail

Wrr Associates Inc.'s plans moved +100.1% in assets from 2022 to 2024; this filing shows Wrr Associates Inc. at $2M / 1 participant.

#1,184
in Wholesale Trade (6,309 peers): +9.5%
assets growth YoY

Wrr Associates Inc. among the smaller filed plans by assets

Wrr Associates Inc. vs every filed plan by assets

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

$1,839,125 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wrr Associates Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wrr Associates Inc. is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wrr Associates Inc. reported net income rose from $69K in the plan year 2022 filing to $160K in the plan year 2023 filing.
Wrr Associates Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341328760 · Wrr Associates Inc. PY 2023 · Money Purchase

Wrr Associates Inc. · $2M · 1 · 30th

PCT $2M
EIN 1
RANK 30th
PHOTO Money Purchase
IND near Lugert Altus Irrigation District Retirement Plan
EOY ind #1184

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 Wholesale Trade retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Wrr Associates Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wrr Associates Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 100.08571445590084% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$2M
2023	1	1	$2M
2024	2	2	$3M

Wrr Associates Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$160K
Employer EIN	341328760
Plan Effective Date	1981-09-30
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Wrr Associates Inc. vs. nearby Money Purchase plans in Ohio, assets vs. participants

The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
University of Dayton Defined Contribution Retirement Plan $348M · 3,080

Compare Wrr Associates Inc. side-by-side with 3 peers →

Wrr Associates Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Lugert Altus Irrigation District Retirement Plan in OK ($2M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Lugert Altus Irrigation District Retirement Plan (OK) $2M · 13
Loberg & Loberg Money Purchase Plan (WI) $2M · 9
Argus Community, Inc. Pension Plan (NY) $2M · 46
Sage Memorial Hospital Pension Plan (AZ) $2M · 224

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Lmr Retirement Plan (PR) 1 · 0 off
Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
Jose Hernandez Retirement Plan (PR) 1 · 0 off
Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off

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 Wrr Associates Inc. assets move in 2023? ▼

Wrr Associates Inc. grew at a solid clip - up 9.5% during 2023, from $2M to $2M. Reported net income was $160K.

How have Wrr Associates Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wrr Associates Inc.'s sponsor-wide assets grew 100.1%, from $2M to $3M.

Which Money Purchase plans are similar in size to Wrr Associates Inc.? ▼

Among Money Purchase plans in other states, the closest by assets is Lugert Altus Irrigation District Retirement Plan in OK ($2M, 13 participants).

Which Money Purchase plans cover a similar participant headcount to Wrr Associates Inc.? ▼

Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 341328760.