Money Purchase · DOL Form 5500 · 2024

Wrr Associates Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 27th
Percentile by assets National rank: $1.6M
Avg per participant High balance/head

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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.

#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.

#990
in Wholesale Trade (6,080 peers): -9.2%
assets change YoY

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.

Wrr Associates Inc. among the smaller filed plans by 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

Wrr Associates Inc. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wrr Associates Inc. is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341328760 · Wrr Associates Inc. PY 2024 · Money Purchase

Wrr Associates Inc. · $2M · 1 · 27th

BOY $2M
SCH 1
EBSA 27th
PART Money Purchase
TYPE near Athihalli Nagaraj Money Purchase Plan & Trust
NET ind #990

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 Wholesale Trade retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Wrr Associates Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Wrr Associates Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 100.08571445590084% vs 2022; 2024 filing year

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.

Wrr Associates Inc. vs. nearby Money Purchase plans in Ohio, assets vs. participants

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

Compare Wrr Associates Inc. side-by-side with 3 peers →

Wrr Associates Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Athihalli Nagaraj Money Purchase Plan & Trust in IL ($2M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Athihalli Nagaraj Money Purchase Plan & Trust (IL) $2M · 2
Racine Painters & Allied Trades Union Local 108 & Assoc Union Pension Plan (WI) $2M · 65
Chris Mead, Inc. Money Purchase Plan (NY) $2M · 8
Edwin M Davis Dds Profit Sharing Plan (PA) $2M · 2

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Eduardo Mccormack Retirement Plan (PR) 1 · 0 off
Lmr Retirement Plan (PR) 1 · 0 off
Robert Duane Ralston Pension Plan (IL) 1 · 0 off
Gary Ostenson Ps Dds Money Purchase Plan (WA) 1 · 0 off

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 Wrr Associates Inc. assets move in 2024? ▼

Wrr Associates Inc. pulled back noticeably - down 9.2% during 2024, from $2M to $2M. Reported net income was -$163K.

How have Wrr Associates Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wrr Associates Inc.'s sponsor-wide assets grew 100.1%, from $2M to $3M.

Which Money Purchase plans are similar in size to Wrr Associates Inc.? ▼

Among Money Purchase plans in other states, the closest by assets is Athihalli Nagaraj Money Purchase Plan & Trust in IL ($2M, 2 participants).

Which Money Purchase plans cover a similar participant headcount to Wrr Associates Inc.? ▼

Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $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 341328760.