401(k) · DOL Form 5500 · 2024

Wakefly, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 20
Participants Small participant base: 38th
Percentile by assets National rank: $191,730
Avg per participant Above avg balance/head

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Official DOL plan name: Wakefly, Inc. 401(k) Plan · Sponsored by Wakefly, Inc. · Massachusetts · Professional & Technical Services

$4M in assets, 20 participants

Wakefly, Inc.'s Wakefly, Inc. 401(k) Plan reported $4M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

#6,969 in Professional & Technical Services (20,173 peers)

Wakefly, Inc. multi-year trail

Wakefly, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Wakefly, Inc. 401(k) Plan at $4M / 20 participants.

#6,969
in Professional & Technical Services (20,173 peers): +17.5%
assets growth YoY

Wakefly, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wakefly, Inc. 401(k) Plan vs every filed plan by assets

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

$3,834,603 38th percentile higher than 38% 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

Wakefly, Inc. 401(k) 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. Wakefly, Inc. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

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%)

Wakefly, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223900345 · Wakefly, Inc. PY 2024 · 401(k)

Wakefly, Inc. 401(k) Plan · $4M · 20 · 38th

SCH $4M
EBSA 20
PART 38th
TYPE 401(k)
NET near Icon 401(k) Profit Sharing Plan
BOOK ind #6969

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 Massachusetts →

End-of-year total assets ($M) among Wakefly, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wakefly, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $4M 43.43195067075874% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	20	$3M
2023	1	20	$3M
2024	1	20	$4M

Wakefly, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$571K
Employer EIN	223900345
Plan Effective Date	2014-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wakefly, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Wakefly, Inc. 401(k) Plan side-by-side with 3 peers →

Wakefly, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Icon 401(k) Profit Sharing Plan in TN ($4M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Icon 401(k) Profit Sharing Plan (TN) $4M · 49
Jalisco International, Inc. Employees' 401(k) Profit Sharing Plan & Trust (CO) $4M · 79
Dacs Corp. 401(k) Plan (CO) $4M · 87
Southern Energy Management, Inc. 401(k) Plan (NC) $4M · 163

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

Aae 401(k) Retirement Plan (MN) 20 · 0 off
Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 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 Wakefly, Inc. 401(k) Plan assets move in 2024? ▼

Wakefly, Inc. 401(k) Plan grew sharply - up 17.5% during 2024, from $3M to $4M. Reported net income was $571K.

How have Wakefly, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wakefly, Inc.'s sponsor-wide assets grew 43.4%, from $3M to $4M.

Which 401(k) plans are similar in size to Wakefly, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Icon 401(k) Profit Sharing Plan in TN ($4M, 49 participants).

Which 401(k) plans cover a similar participant headcount to Wakefly, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 223900345.