Money Purchase · DOL Form 5500 · 2024
Wrr Associates Inc. Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 27th
- Percentile by assets
- $1.6M
- Avg per participant
Official DOL plan name: Wrr Associates Inc. · Sponsored by Wrr Associates Inc. · Ohio · Wholesale Trade
$2M in assets, 1 participants
Wrr Associates Inc.'s Wrr Associates Inc. reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 123,622 plans)
- #990 in Wholesale Trade (6,080 peers)
Wrr Associates Inc. multi-year trail
Wrr Associates Inc.'s plans moved +100.1% in assets from 2022 to 2024; this filing shows Wrr Associates Inc. at $2M / 1 participant.
- $2M
- total plan assets (2024 EOY)
- 1
- covered participants
- 27th
- percentile by assets (of 123,622 plans)
- $1.6M
- avg assets per participant
The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Wrr Associates Inc. sits by total assets
Wrr Associates Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,610,004 27th percentile higher than 27% of 123,620 filed plans
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
- Wrr Associates Inc. reported net income fell from $160K in the plan year 2023 filing to -$163K in the plan year 2024 filing.
- Wrr Associates Inc. end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Wrr Associates Inc. across 3 plan years on file
Across the 3 plan years Wrr Associates Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 100.1%, while reported participants moved from 1 to 2 (+100.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Wrr Associates Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 2 | 2 | $3M |
Wrr Associates Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$163K |
| Employer EIN | 341328760 |
| Plan Effective Date | 1981-09-30 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Wrr Associates Inc. by total assets, not by location.
Frequently Asked Questions
How did Wrr Associates Inc. assets move in 2024? ▼
How have Wrr Associates Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Wrr Associates Inc.? ▼
Next read for Wrr Associates Inc.
Multi-year trail
Ways to act on Wrr Associates Inc.'s numbers.
- By total assets, Wrr Associates Inc. ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Wrr Associates Inc.'s sponsor-wide assets have grown 100.1% since 2022 across 3 plan years on file. More Wholesale Trade plans