401(k) · DOL Form 5500 · 2024

Wfn Strategies 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$702,924
Avg per participant High balance/head
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Official DOL plan name: Wfn Strategies 401(k) Plan · Sponsored by Wfn Strategies 401(k) Plan · Virginia · Professional & Technical Services

$3M in assets, 4 participants

Wfn Strategies 401(k) Plan's Wfn Strategies 401(k) Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,990 in Professional & Technical Services (20,173 peers)

Wfn Strategies 401(k) Plan multi-year trail

Wfn Strategies 401(k) Plan's plans moved +36.3% in assets from 2022 to 2024; this filing shows Wfn Strategies 401(k) Plan at $3M / 4 participants.

#5,990
in Professional & Technical Services (20,173 peers)
+13.7%
assets growth YoY

Wfn Strategies 401(k) Plan among the smaller filed plans by assets

Wfn Strategies 401(k) Plan vs every filed plan by assets

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

$2,811,695 33rd percentile higher than 33% 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

Wfn Strategies 401(k) 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. Wfn Strategies 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wfn Strategies 401(k) Plan reported net income fell from $410K in the plan year 2023 filing to $340K in the plan year 2024 filing.
  • Wfn Strategies 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 →

Form 5500 schedule snapshot

Filing strip 542054857 · Wfn Strategies 401(k) Plan PY 2024 · 401(k)

Wfn Strategies 401(k) Plan · $3M · 4 · 33rd

  • EIN $3M
  • EIN 4
  • EIN 33rd
  • EIN 401(k)
  • EIN near Nassar Enterprises, LLC 401(k) and Profit Sharing Plan
  • EIN ind #5990

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 Virginia →

Wfn Strategies 401(k) Plan in the asset neighbourhood

Wfn Strategies 401(k) Plan$3MNassar Enterprises, LLC 401(k) and Profit Sharing PlanNassar Enterprises, LLC 401(…$3MDfw Medstaff, PC 401(k) Plan$3MReggora, Inc. 401(k) Plan$3MAdams Group 401(k) Plan & TrustAdams Group 401(k) Plan & Tr…$3M
End-of-year total assets ($M) among Wfn Strategies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wfn Strategies 401(k) Plan multi-year asset trail

Sponsor-wide plan assets over time

All Wfn Strategies 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.33114995580394% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.06M $2.81M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $3M

Wfn Strategies 401(k) Plan filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$340K
Employer EIN542054857
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Wfn Strategies 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wfn Strategies 401(k) Plan, Total assets ($B): 0.002811695 · Participants: 4Wfn Strategies 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Wfn Strategies 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Wfn Strategies 401(k) Plan side-by-side with 3 peers →

Wfn Strategies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Nassar Enterprises, LLC 401(k) and Profit Sharing Plan in GA ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wfn Strategies 401(k) Plan assets move in 2024? ▼
Wfn Strategies 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $2M to $3M. Reported net income was $340K.
How have Wfn Strategies 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wfn Strategies 401(k) Plan's sponsor-wide assets grew 36.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Wfn Strategies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nassar Enterprises, LLC 401(k) and Profit Sharing Plan in GA ($3M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Wfn Strategies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 542054857.

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.