401(k) · DOL Form 5500 · 2024

Wicklander-Zulawski & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
44th
Percentile by assets National rank
$332,602
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,070
in Other Services (7,719 peers)
+15.6%
assets growth YoY

W-Z Profit Sharing and Cash or Deferred Plan's mid-pack asset rank among Other Services and all filers

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

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 2024

W-Z Profit Sharing and Cash or Deferred Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W-Z Profit Sharing and Cash or Deferred Plan is a small filing (17 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363172044 · Wicklander-Zulawski & Associates, Inc. PY 2024 · 401(k)

W-Z Profit Sharing and Cash or Deferred Plan · $6M · 17 · 44th

  • 5500 $6M
  • 5500 17
  • 5500 44th
  • 5500 401(k)
  • 5500 near Snowline Hospice of El Dorado County, Inc. 401(k) Retirement Plan
  • 5500 ind #5070

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 Illinois →

W-Z Profit Sharing and Cash or Deferred Plan in the asset neighbourhood

W-Z Profit Sharing and Cash or Deferred PlanW-Z Profit Sharing and Cash …$6MSnowline Hospice of El Dorado County, Inc. 401(k) Retirement PlanSnowline Hospice of El Dorad…$6MVytex Corporation 401(k) Plan$6M401(k) Profit-Sharing Plan for Employees of Northwest Indiana Community Action Corporation401(k) Profit-Sharing Plan f…$6MMdr Construction, Inc. 401(k) PlanMdr Construction, Inc. 401(k…$6M
End-of-year total assets ($M) among W-Z Profit Sharing and Cash or Deferred Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$763K
Employer EIN363172044
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wicklander-Zulawski & Associates, Inc.)

Sponsor-wide plan assets over time

All Wicklander-Zulawski & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.591133186196386% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M 20232024 $4.89M $5.65M ▲ +15.5%
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 Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants W-Z Profit Sharing and Cash or Deferred Plan, Total assets ($B): 0.005654242 · Participants: 17W-Z Profit Sharing and Cash or Deferred PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
W-Z Profit Sharing and Cash or Deferred Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare W-Z Profit Sharing and Cash or Deferred Plan side-by-side with 3 peers →

W-Z Profit Sharing and Cash or Deferred Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Snowline Hospice of El Dorado County, Inc. 401(k) Retirement Plan in CA ($6M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did W-Z Profit Sharing and Cash or Deferred Plan assets move in 2024? ▼
W-Z Profit Sharing and Cash or Deferred Plan grew sharply - up 15.6% during 2024, from $5M to $6M. Reported net income was $763K.
How have Wicklander-Zulawski & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wicklander-Zulawski & Associates, Inc.'s sponsor-wide assets grew 15.6%, from $5M to $6M.
Which 401(k) plans are similar in size to W-Z Profit Sharing and Cash or Deferred Plan? ▼
Among 401(k) plans in other states, the closest by assets is Snowline Hospice of El Dorado County, Inc. 401(k) Retirement Plan in CA ($6M, 157 participants).
Which 401(k) plans cover a similar participant headcount to W-Z Profit Sharing and Cash or Deferred Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363172044.

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.