401(k) · DOL Form 5500 · 2024

Wedgewood, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
371
Participants Below avg headcount
77th
Percentile by assets National rank
$80,146
Avg per participant Below avg balance/head
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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.

  • #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.

#4,122
in Real Estate (4,605 peers)
+12.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wedgewood 401(k) Plan's outsized position by total assets

Wedgewood 401(k) Plan vs every filed plan by assets

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

$29,734,092 Top 23% higher than 77% 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

Wedgewood 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wedgewood 401(k) Plan sits mid-pack in the medium band (371 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 320474995 · Wedgewood, LLC PY 2024 · 401(k)

Wedgewood 401(k) Plan · $30M · 371 · 77th

  • IND $30M
  • EOY 371
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Bastrop Bancshares, Inc. ESOP with 401(k) Provisions
  • EIN ind #4122

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 Real Estate retirement plans → · Plans in California →

Wedgewood 401(k) Plan in the asset neighbourhood

The Goodman-Gable-Gould Company 401(k) Profit Sharing Plan and TrustThe Goodman-Gable-Gould Comp…$30MWedgewood 401(k) Plan$30MBastrop Bancshares, Inc. ESOP with 401(k) ProvisionsBastrop Bancshares, Inc. ESO…$30MLake Superior Consulting 401(k) PlanLake Superior Consulting 401…$30MMillstone Weber, LLC Retirement Savings PlanMillstone Weber, LLC Retirem…$30M
End-of-year total assets ($M) among Wedgewood 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN320474995
Plan Effective Date2014-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wedgewood, LLC)

Sponsor-wide plan assets over time

All Wedgewood, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 48.990237747276986% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $29.7M ▲ +48.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wedgewood 401(k) Plan, Total assets ($B): 0.029734092 · Participants: 371Wedgewood 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Wedgewood 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wedgewood 401(k) Plan side-by-side with 3 peers →

Wedgewood 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bastrop Bancshares, Inc. ESOP with 401(k) Provisions in TX ($30M); by covered participants it is Cfan Company Retirement/Savings Plan in TX (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Wedgewood 401(k) Plan assets move in 2024? ▼
Wedgewood 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $26M to $30M. Reported net income was $3M.
How have Wedgewood, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wedgewood, LLC's sponsor-wide assets grew 49.0%, from $20M to $30M.
Where does Wedgewood 401(k) Plan rank by assets among Form 5500 filers? ▼
Wedgewood 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wedgewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bastrop Bancshares, Inc. ESOP with 401(k) Provisions in TX ($30M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Wedgewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cfan Company Retirement/Savings Plan in TX (371 participants, $39M 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 320474995.

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.