401(k) · DOL Form 5500 · 2024

Wedgewood Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
11
Participants Small participant base
64th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan · Sponsored by Wedgewood Partners, Inc. · Missouri · Finance & Insurance

$14M in assets, 11 participants

Wedgewood Partners, Inc.'s Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan reported $14M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,078 in Finance & Insurance (8,549 peers)

Wedgewood Partners, Inc. multi-year trail

Wedgewood Partners, Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan at $14M / 11 participants.

#4,078
in Finance & Insurance (8,549 peers)
+21.4%
assets growth YoY

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs every filed plan by assets

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

$14,410,614 Top 36% higher than 64% 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

Wedgewood Partners, Inc. Employee Savings & 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. Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan reported participants fell from 13 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431468106 · Wedgewood Partners, Inc. PY 2024 · 401(k)

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan · $14M · 11 · 64th

  • PCT $14M
  • EIN 11
  • RANK 64th
  • PHOTO 401(k)
  • IND near Thunderbird, LLC 401(k) Plan
  • EOY ind #4078

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 Finance & Insurance retirement plans → · Plans in Missouri →

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan in the asset neighbourhood

Wedgewood Partners, Inc. Employee Savings & Profit Sharing PlanWedgewood Partners, Inc. Emp…$14MThunderbird, LLC 401(k) Plan$14MThe New Castle Hotels 401(k) Savings PlanThe New Castle Hotels 401(k)…$14MWayside Furniture Inc. 401(k) PlanWayside Furniture Inc. 401(k…$14MIndian Head Industries, Inc. 401(k) PlanIndian Head Industries, Inc.…$14M
End-of-year total assets ($M) among Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wedgewood Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wedgewood Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.188566686822966% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.6M $14.4M ▲ +50.1%
Year Plans Participants Total Assets
2022 1 15 $10M
2023 1 13 $12M
2024 1 11 $14M

Wedgewood Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN431468106
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan, Total assets ($B): 0.014410614 · Participants: 11Wedgewood Partners, Inc. Employee Savings & Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan side-by-side with 3 peers →

Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Thunderbird, LLC 401(k) Plan in IL ($14M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan assets move in 2024? ▼
Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan grew sharply - up 21.4% during 2024, from $12M to $14M. Reported net income was $3M.
How have Wedgewood Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wedgewood Partners, Inc.'s sponsor-wide assets grew 50.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thunderbird, LLC 401(k) Plan in IL ($14M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Wedgewood Partners, Inc. Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 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 431468106.

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.