401(k) · DOL Form 5500 · 2024
Wedgewood, LLC 401(k) Plan
Data updated 2026-08-11
- $30M
- Total assets
- 371
- Participants
- 77th
- Percentile by assets
- $80,146
- Avg per participant
Official DOL plan name: Wedgewood 401(k) Plan · Sponsored by Wedgewood, LLC · California · Real Estate
$30M in assets, 371 participants
Wedgewood, LLC's Wedgewood 401(k) Plan reported $30M in total assets and 371 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 123,622 plans)
- #4,122 in Real Estate (4,605 peers)
Where Wedgewood 401(k) Plan sits by assets
Wedgewood 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 371 participants (~$80,146/participant), up 12.5% in 2024.
- $30M
- total plan assets (2024 EOY)
- 371
- covered participants
- 77th
- percentile by assets (of 123,622 plans)
- $80,146
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wedgewood 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Wedgewood 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Wedgewood 401(k) Plan reported participants fell from 413 in the plan year 2023 filing to 371 in the plan year 2024 filing.
Wedgewood 401(k) Plan vs the 2024 asset distribution
By assets, Wedgewood 401(k) Plan outranks 77% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 320474995 |
| Plan Effective Date | 2014-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wedgewood, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 398 | $20M |
| 2023 | 1 | 413 | $26M |
| 2024 | 1 | 371 | $30M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Wedgewood 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wedgewood 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Wedgewood 401(k) Plan assets move in 2024? ▼
How have Wedgewood, LLC plan assets changed over time? ▼
Where does Wedgewood 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wedgewood 401(k) Plan? ▼
Next read for Wedgewood 401(k) Plan
Scale reading
Ways to act on Wedgewood 401(k) Plan's numbers.
- By total assets, Wedgewood 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Wedgewood, LLC's sponsor-wide assets have grown 49.0% since 2022 across 3 plan years on file. More Real Estate plans