401(k) · DOL Form 5500 · 2024

Charles a Wideburg Md Ltd 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan · Sponsored by Charles a Wideburg Md Ltd · Wisconsin · Professional & Technical Services

$3M in assets, 1 participants

Charles a Wideburg Md Ltd's Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,378 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan holds $3M for 1 participant - about $3.2M per participant, in the lower half of filed plans by assets.

#6,378
in Professional & Technical Services (20,173 peers)
+5.0%
assets growth YoY

Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,214,931 35th percentile higher than 35% 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

Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan reported net income rose from $95K in the plan year 2023 filing to $154K in the plan year 2024 filing.
  • Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 844149050 · Charles a Wideburg Md Ltd PY 2024 · 401(k)

Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan · $3M · 1 · 35th

  • PCT $3M
  • PCT 1
  • PCT 35th
  • PCT 401(k)
  • PCT near Marburger Farm Dairy, Inc. 401(k) Profit Sharing Plan
  • PCT ind #6378

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan in the asset neighbourhood

Nashville Christian Schools Inc. 401(k) PlanNashville Christian Schools …$3MNorthern Management Services, Inc. 401(k) Salary Reduction Plan & TrustNorthern Management Services…$3MCalder Richards Consulting Engineers 401(k) PlanCalder Richards Consulting E…$3MCharles a Wideburg Md Ltd 401(k) Profit Sharing PlanCharles a Wideburg Md Ltd 40…$3MMarburger Farm Dairy, Inc. 401(k) Profit Sharing PlanMarburger Farm Dairy, Inc. 4…$3M
End-of-year total assets ($M) among Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$154K
Employer EIN844149050
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles a Wideburg Md Ltd)

Sponsor-wide plan assets over time

All Charles a Wideburg Md Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.404294992794249% vs 2022
2024 filing year
$2.9M$3M$3.1M$3.2M$3.3M 202220232024 $2.97M $3.21M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan, Total assets ($B): 0.003214931 · Participants: 1Charles a Wideburg Md Ltd 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Marburger Farm Dairy, Inc. 401(k) Profit Sharing Plan in PA ($3M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan assets move in 2024? ▼
Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan grew at a solid clip - up 5.0% during 2024, from $3M to $3M. Reported net income was $154K.
How have Charles a Wideburg Md Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles a Wideburg Md Ltd's sponsor-wide assets grew 8.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marburger Farm Dairy, Inc. 401(k) Profit Sharing Plan in PA ($3M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Charles a Wideburg Md Ltd 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 844149050.

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.