Profit Sharing · DOL Form 5500 · 2023
Wright Service Corp. Profit Sharing Plan
Data updated 2026-08-25
- $931K
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $5,933
- Avg per participant Low balance/head
Official DOL plan name: Wright Tree of Puerto Rico Retirement Plan · Sponsored by Wright Service Corp. · Iowa · Agriculture, Forestry & Fishing
$931K in assets, 157 participants
Wright Service Corp.'s Wright Tree of Puerto Rico Retirement Plan reported $931K in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #270 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Iowa
Wright Tree of Puerto Rico Retirement Plan covers 157 participants in Iowa, about 26% of the average Iowa filer (state average ~609 per filing). Assets: $931K.
- #270
- in Agriculture, Forestry & Fishing (1,288 peers)
- +311.9%
- assets growth YoY
Wright Tree of Puerto Rico Retirement Plan among the smaller filed plans by assets
Wright Tree of Puerto Rico Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$931,413 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wright Tree of Puerto Rico Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wright Tree of Puerto Rico Retirement Plan sits mid-pack in the medium band (157 participants).
Form 5500 schedule snapshot
Filing strip 421206493 · Wright Service Corp. PY 2023 · Profit Sharing
Wright Tree of Puerto Rico Retirement Plan · $931K · 157 · 23rd
- BOY $931K
- SCH 157
- EBSA 23rd
- PART Profit Sharing
- TYPE near Eduardo J. Viruet Retirement Plan
- NET ind #270
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →
Wright Tree of Puerto Rico Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $226K |
|---|---|
| Net Assets (End of Year) | $931K |
| Net Income | $705K |
| Employer EIN | 421206493 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wright Service Corp.)
Sponsor-wide plan assets over time
All Wright Service Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $354M 31.052837833913678% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,864 | $270M |
| 2023 | 3 | 5,851 | $304M |
| 2024 | 3 | 5,753 | $354M |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Medtec LLC 401(k) Retirement Plan $26M · 144
- Liberty Pattern Company Profit Sharing Plan $23M · 13
- Newton Clinic, P.C. Profit Sharing Plan $18M · 42
- Palmer Lutheran Health Center, Inc. 403(b) Plan $18M · 214
- Ts Banking Group Savings Plan $17M · 247
Wright Tree of Puerto Rico Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Eduardo J. Viruet Retirement Plan in PR ($931K); by covered participants it is Defined Contribution Pension Plan for Children's Aid and Family Services, Inc. in NJ (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($931K here).
- Eduardo J. Viruet Retirement Plan (PR) $931K · 2
- Daniel Scharifker Md 401(k) (FL) $931K · 1
- Francke Farms Inc. Profit Sharing Plan (NE) $931K · 4
- Pauter Enterprises, Inc. Retirement Plan (PA) $932K · 12
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Defined Contribution Pension Plan for Children's Aid and Family Services, Inc. (NJ) 157 · 0 off
- Alliance Healthcare Services, Inc. Employer (TN) 157 · 0 off
- The Caring Coalition of Central New York Tax Deferred Annuity Plan (NY) 157 · 0 off
- The Institute of Contemporary Art 403(b) DC Plan (MA) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.