401(k) · DOL Form 5500 · 2024

Wisdom Garden, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
32nd
Percentile by assets National rank
$198,870
Avg per participant Above avg balance/head
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Official DOL plan name: Wisdom Garden, Inc. 401(k) Plan · Sponsored by Wisdom Garden, Inc. · Texas · Healthcare & Social Assistance

$3M in assets, 13 participants

Wisdom Garden, Inc.'s Wisdom Garden, Inc. 401(k) Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,350 in Healthcare & Social Assistance (16,916 peers)

Wisdom Garden, Inc. multi-year trail

Wisdom Garden, Inc.'s plans moved +24.2% in assets from 2022 to 2024; this filing shows Wisdom Garden, Inc. 401(k) Plan at $3M / 13 participants.

#5,350
in Healthcare & Social Assistance (16,916 peers)
+16.0%
assets growth YoY

Wisdom Garden, Inc. 401(k) Plan among the smaller filed plans by assets

Wisdom Garden, Inc. 401(k) Plan vs every filed plan by assets

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

$2,585,315 32nd percentile higher than 32% 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

Wisdom Garden, Inc. 401(k) 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. Wisdom Garden, Inc. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wisdom Garden, Inc. 401(k) Plan reported net income rose from $147K in the plan year 2023 filing to $356K in the plan year 2024 filing.
  • Wisdom Garden, Inc. 401(k) Plan reported participants rose from 6 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Wisdom Garden, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 473145881 · Wisdom Garden, Inc. PY 2024 · 401(k)

Wisdom Garden, Inc. 401(k) Plan · $3M · 13 · 32nd

  • VS-ST $3M
  • VS-ST 13
  • VS-ST 32nd
  • VS-ST 401(k)
  • VS-ST near Kristin Ambler, M.D. 401(k) Profit Sharing Plan
  • VS-ST ind #5350

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Wisdom Garden, Inc. 401(k) Plan in the asset neighbourhood

Wisdom Garden, Inc. 401(k) PlanWisdom Garden, Inc. 401(k) P…$3MKristin Ambler, M.D. 401(k) Profit Sharing PlanKristin Ambler, M.D. 401(k) …$3MContinuum Health Management, LLC 401(k) PlanContinuum Health Management,…$3MThe Recon Group 401(k) Plan$3M403(b) Thrift Plan of North Country Transitional Living Services, Inc.403(b) Thrift Plan of North …$3M
End-of-year total assets ($M) among Wisdom Garden, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisdom Garden, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wisdom Garden, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.16886637311632% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.08M $2.59M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 6 $2M
2024 1 13 $3M

Wisdom Garden, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$356K
Employer EIN473145881
Plan Effective Date2015-02-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Wisdom Garden, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wisdom Garden, Inc. 401(k) Plan, Total assets ($B): 0.002585315 · Participants: 13Wisdom Garden, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Wisdom Garden, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wisdom Garden, Inc. 401(k) Plan side-by-side with 3 peers →

Wisdom Garden, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kristin Ambler, M.D. 401(k) Profit Sharing Plan in NY ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Wisdom Garden, Inc. 401(k) Plan assets move in 2024? ▼
Wisdom Garden, Inc. 401(k) Plan grew sharply - up 16.0% during 2024, from $2M to $3M. Reported net income was $356K.
How have Wisdom Garden, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisdom Garden, Inc.'s sponsor-wide assets grew 24.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Wisdom Garden, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kristin Ambler, M.D. 401(k) Profit Sharing Plan in NY ($3M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Wisdom Garden, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 473145881.

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.