401(k) · DOL Form 5500 · 2024
Wicklander-Zulawski & Associates, Inc. 401(k) Plan
Data updated 2026-08-11
- $6M
- Total assets
- 17
- Participants
- 44th
- Percentile by assets
- $332,602
- Avg per participant
Official DOL plan name: W-Z Profit Sharing and Cash or Deferred Plan · Sponsored by Wicklander-Zulawski & Associates, Inc. · Illinois · Other Services
$6M in assets, 17 participants
Wicklander-Zulawski & Associates, Inc.'s W-Z Profit Sharing and Cash or Deferred Plan reported $6M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- 44th percentile by assets (of 123,622 plans)
- #5,070 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, W-Z Profit Sharing and Cash or Deferred Plan ranks #5,070 of 7,719 2024 filers by assets (355% of the sector average)-$6M for 17 participants.
- $6M
- total plan assets (2024 EOY)
- 17
- covered participants
- 44th
- percentile by assets (of 123,622 plans)
- $332,602
- avg assets per participant
Where W-Z Profit Sharing and Cash or Deferred Plan sits by total assets
W-Z Profit Sharing and Cash or Deferred Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,654,242 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W-Z Profit Sharing and Cash or Deferred Plan reported participants fell from 30 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- W-Z Profit Sharing and Cash or Deferred Plan reported net income fell from $931K in the plan year 2023 filing to $763K in the plan year 2024 filing.
- W-Z Profit Sharing and Cash or Deferred Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Rank #5,070 in Other Services
Among 7,719 Other Services plans that filed a Form 5500 for plan year 2024, W-Z Profit Sharing and Cash or Deferred Plan ranks #5,070 by end-of-year assets - about 355% of the sector average of $20M. Nationally it sits in the 44th percentile, a stronger position within its industry than across all filers.
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $763K |
| Employer EIN | 363172044 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wicklander-Zulawski & Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 30 | $5M |
| 2024 | 1 | 17 | $6M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
W-Z Profit Sharing and Cash or Deferred Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to W-Z Profit Sharing and Cash or Deferred Plan by total assets, not by location.
Frequently Asked Questions
How did W-Z Profit Sharing and Cash or Deferred Plan assets move in 2024? ▼
How have Wicklander-Zulawski & Associates, Inc. plan assets changed over time? ▼
Which 401(k) plans are similar in size to W-Z Profit Sharing and Cash or Deferred Plan? ▼
Next read for W-Z Profit Sharing and Cash or Deferred …
Filing takeaways
Ways to act on W-Z Profit Sharing and Cash or Deferred Plan's numbers.
- By total assets, W-Z Profit Sharing and Cash or Deferred Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Wicklander-Zulawski & Associates, Inc.'s sponsor-wide assets have grown 15.6% since 2023 across 2 plan years on file. More Other Services plans