401(k) · DOL Form 5500 · 2024

Stokes Wagner, Alc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
26
Participants Small participant base
60th
Percentile by assets National rank
$457,781
Avg per participant High balance/head
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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.

  • #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.

#11,713
in Professional & Technical Services (20,173 peers)
+22.0%
assets growth YoY

Stokes Wagner, Alc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

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 $2,050,000,000 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

Stokes Wagner, Alc 401(k) Profit Sharing 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. Stokes Wagner, Alc 401(k) Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 330441656 · Stokes Wagner, Alc PY 2024 · 401(k)

Stokes Wagner, Alc 401(k) Profit Sharing Plan · $12M · 26 · 60th

  • EIN $12M
  • EIN 26
  • EIN 60th
  • EIN 401(k)
  • EIN near Aligned Equity Holdings 401(k) Plan
  • EIN ind #11713

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 California →

Stokes Wagner, Alc 401(k) Profit Sharing Plan in the asset neighbourhood

Stokes Wagner, Alc 401(k) Profit Sharing PlanStokes Wagner, Alc 401(k) Pr…$12MAligned Equity Holdings 401(k) PlanAligned Equity Holdings 401(…$12MR. Stresau Laboratory Inc. Savings PlanR. Stresau Laboratory Inc. S…$12MCusmano & Co., P.C. 401(k) PlanCusmano & Co., P.C. 401(k) P…$12MNeil Enterprises, Inc. Profit Sharing Plan & TrustNeil Enterprises, Inc. Profi…$12M
End-of-year total assets ($M) among Stokes Wagner, Alc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stokes Wagner, Alc multi-year asset trail

Sponsor-wide plan assets over time

All Stokes Wagner, Alc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.291025890114426% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.86M $11.9M ▲ +34.3%
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 ($B) Participants Stokes Wagner, Alc 401(k) Profit Sharing Plan, Total assets ($B): 0.011902313 · Participants: 26Stokes Wagner, Alc 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
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 Plan side-by-side with 3 peers →

Stokes Wagner, Alc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aligned Equity Holdings 401(k) Plan in MA ($12M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 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).
Which 401(k) plans cover a similar participant headcount to Stokes Wagner, Alc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 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.