Money Purchase · DOL Form 5500 · 2023
Wrr Associates Inc. Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 30th
- Percentile by assets
- $1.8M
- Avg per participant
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.
- 30th percentile by assets (of 127,072 plans)
- #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.
- $2M
- total plan assets (2023 EOY)
- 1
- covered participants
- 30th
- percentile by assets (of 127,072 plans)
- $1.8M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Wrr Associates Inc. across 3 plan years on file
Across the 3 plan years Wrr Associates Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 100.1%, while reported participants moved from 1 to 2 (+100.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Wrr Associates Inc. multi-year asset trail
| 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Wrr Associates Inc. by total assets, not by location.
- 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
Frequently Asked Questions
How did Wrr Associates Inc. assets move in 2023? ▼
How have Wrr Associates Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Wrr Associates Inc.? ▼
Next read for Wrr Associates Inc.
Multi-year trail
Ways to act on Wrr Associates Inc.'s numbers.
- By total assets, Wrr Associates Inc. ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Wrr Associates Inc.'s sponsor-wide assets have grown 100.1% since 2022 across 3 plan years on file. More Wholesale Trade plans