Profit Sharing · DOL Form 5500 · 2023
W.a.D.E. Inc. Profit Sharing Plan
Data updated 2026-08-25
- $249K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $82,903
- Avg per participant Below avg balance/head
Official DOL plan name: W.a.D.E. Inc. Retirement Plan · Sponsored by W.a.D.E. Inc. · Tennessee · Other Services
$249K in assets, 3 participants
W.a.D.E. Inc.'s W.a.D.E. Inc. Retirement Plan reported $249K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #2,079 in Other Services (7,857 peers)
W.a.D.E. Inc. multi-year trail
W.a.D.E. Inc.'s plans moved +15.1% in assets from 2022 to 2024; this filing shows W.a.D.E. Inc. Retirement Plan at $249K / 3 participants.
- #2,079
- in Other Services (7,857 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W.a.D.E. Inc. Retirement Plan among the smaller filed plans by assets
W.a.D.E. Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$248,709 12th percentile higher than 12% 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
W.a.D.E. Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.a.D.E. Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W.a.D.E. Inc. Retirement Plan reported net income fell from $50K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
- W.a.D.E. Inc. Retirement Plan end-of-year assets fell from $256K in the plan year 2022 filing to $249K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 810878765 · W.a.D.E. Inc. PY 2023 · Profit Sharing
W.a.D.E. Inc. Retirement Plan · $249K · 3 · 12th
- PCT $249K
- PCT 3
- PCT 12th
- PCT Profit Sharing
- PCT near Hot Sunshine Yoga, Inc. Profit Sharing Plan
- PCT ind #2079
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 Other Services retirement plans → · Plans in Tennessee →
W.a.D.E. Inc. Retirement Plan in the asset neighbourhood
W.a.D.E. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All W.a.D.E. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $294K 15.084665616732254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $256K |
| 2023 | 1 | 3 | $249K |
| 2024 | 1 | 3 | $294K |
W.a.D.E. Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $256K |
|---|---|
| Net Assets (End of Year) | $249K |
| Net Income | -$7K |
| Employer EIN | 810878765 |
| Plan Effective Date | 2015-12-21 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
W.a.D.E. Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Hot Sunshine Yoga, Inc. Profit Sharing Plan in IL ($249K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($249K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.