Profit Sharing · DOL Form 5500 · 2024

Wachter Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Wachter Investments, Inc. Profit Sharing Plan · Sponsored by Wachter Investments, Inc. · California · Finance & Insurance

$3M in assets, 3 participants

Wachter Investments, Inc.'s Wachter Investments, Inc. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,027 in Finance & Insurance (8,549 peers)

2024 asset change

Wachter Investments, Inc. Profit Sharing Plan pulled back noticeably 12.5% in 2024 ($4M → $3M) for 3 participants.

#2,027
in Finance & Insurance (8,549 peers)
-12.5%
assets change YoY

The plan reported a net loss of $488K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wachter Investments, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wachter Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,417,237 36th percentile higher than 36% 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

Wachter Investments, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wachter Investments, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wachter Investments, Inc. Profit Sharing Plan reported net income fell from $272K in the plan year 2023 filing to -$488K in the plan year 2024 filing.
  • Wachter Investments, Inc. Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942591848 · Wachter Investments, Inc. PY 2024 · Profit Sharing

Wachter Investments, Inc. Profit Sharing Plan · $3M · 3 · 36th

  • BOY $3M
  • BOY 3
  • BOY 36th
  • BOY Profit Sharing
  • BOY near Seedco Retirement Plan
  • BOY ind #2027

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 California →

Wachter Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Wachter Investments, Inc. Profit Sharing PlanWachter Investments, Inc. Pr…$3MSeedco Retirement Plan$3MJ.D Auto Center Inc. Retirement TrustJ.D Auto Center Inc. Retirem…$3M401(a) Thrift Plan of Mental Health Providers of Western Queens, Inc.401(a) Thrift Plan of Mental…$3MEmployees Profit Sharing Plan and Trust Agreement of Walker Carr Custom Builders IncEmployees Profit Sharing Pla…$3M
End-of-year total assets ($M) among Wachter Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wachter Investments, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Wachter Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.949564169626926% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.63M $3.42M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$488K
Employer EIN942591848
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wachter Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Wachter Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.003417237 · Participants: 3Wachter Investments, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Wachter Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Wachter Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

Wachter Investments, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Seedco Retirement Plan in NY ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Wachter Investments, Inc. Profit Sharing Plan assets move in 2024? ▼
Wachter Investments, Inc. Profit Sharing Plan pulled back noticeably - down 12.5% during 2024, from $4M to $3M. Reported net income was -$488K.
How have Wachter Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachter Investments, Inc.'s sponsor-wide assets declined 5.9%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Wachter Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Seedco Retirement Plan in NY ($3M, 132 participants).
Which Profit Sharing plans cover a similar participant headcount to Wachter Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 942591848.

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.