401(k) · DOL Form 5500 · 2024

Stokes Wagner, Alc 401(k) Plan

Data updated 2026-08-11

$12M
Total assets
26
Participants
60th
Percentile by assets
$457,781
Avg per participant
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Official DOL plan name: Stokes Wagner, Alc 401(k) Profit Sharing Plan · Sponsored by Stokes Wagner, Alc · California · Professional & Technical Services

$12M in assets, 26 participants

Stokes Wagner, Alc's Stokes Wagner, Alc 401(k) Profit Sharing Plan reported $12M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 123,622 plans)
  • #11,713 in Professional & Technical Services (20,173 peers)

Stokes Wagner, Alc multi-year trail

Stokes Wagner, Alc's plans moved +34.3% in assets from 2022 to 2024; this filing shows Stokes Wagner, Alc 401(k) Profit Sharing Plan at $12M / 26 participants.

$12M
total plan assets (2024 EOY)
26
covered participants
60th
percentile by assets (of 123,622 plans)
$457,781
avg assets per participant

Where Stokes Wagner, Alc 401(k) Profit Sharing Plan sits by total assets

Stokes Wagner, Alc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,902,313 Top 40% higher than 60% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stokes Wagner, Alc 401(k) Profit Sharing Plan reported net income rose from $889K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stokes Wagner, Alc 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Professional & Technical Services

Stokes Wagner, Alc across 3 plan years on file

Across the 3 plan years Stokes Wagner, Alc has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 34.3%, while reported participants moved from 29 to 26 (-10.3%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).

Stokes Wagner, Alc multi-year asset trail

$8M$9M$10M$11M$12M$13M 202220232024 $8.86M $11.9M ▲ +34.3%
Total plan assets by year, all Stokes Wagner, Alc plans on file
Year Plans Participants Total Assets
2022 1 29 $9M
2023 1 26 $10M
2024 1 26 $12M

Stokes Wagner, Alc filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN330441656
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Stokes Wagner, Alc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stokes Wagner, Alc 4…, Total assets ($B): 0.011902313 · Participants: 26Stokes Wagner, Alc 4…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Stokes Wagner, Alc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stokes Wagner, Alc 401(k) Profit Sharing… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stokes Wagner, Alc 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Stokes Wagner, Alc 401(k) Profit Sharing Plan assets move in 2024? ▼
Stokes Wagner, Alc 401(k) Profit Sharing Plan grew sharply - up 22.0% during 2024, from $10M to $12M. Reported net income was $2M.
How have Stokes Wagner, Alc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stokes Wagner, Alc's sponsor-wide assets grew 34.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Stokes Wagner, Alc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aligned Equity Holdings 401(k) Plan in MA ($12M, 477 participants).

Next read for Stokes Wagner, Alc 401(k) Profit Sharing…

Multi-year trail

Ways to act on Stokes Wagner, Alc 401(k) Profit Sharing Plan's numbers.

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 330441656.

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.