401(k) · DOL Form 5500 · 2024
WACOSA 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $27,393
- Avg per participant Low balance/head
Official DOL plan name: Wacosa 401(k) Profit Sharing Plan · Sponsored by WACOSA · Minnesota · Healthcare & Social Assistance
$4M in assets, 130 participants
WACOSA's Wacosa 401(k) Profit Sharing Plan reported $4M in total assets and 130 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.
- #6,354 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Wacosa 401(k) Profit Sharing Plan covers 130 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.
- #6,354
- in Healthcare & Social Assistance (16,916 peers)
- +7.6%
- assets growth YoY
Wacosa 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wacosa 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,561,053 36th percentile higher than 36% 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
Wacosa 401(k) Profit Sharing 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. Wacosa 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wacosa 401(k) Profit Sharing Plan reported net income fell from $839K in the plan year 2023 filing to $250K in the plan year 2024 filing.
- Wacosa 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Wacosa 401(k) Profit Sharing Plan reported participants rose from 122 in the plan year 2023 filing to 130 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410871466 · WACOSA PY 2024 · 401(k)
Wacosa 401(k) Profit Sharing Plan · $4M · 130 · 36th
- PCT $4M
- EIN 130
- RANK 36th
- PHOTO 401(k)
- IND near Plastech Services, Inc. Employee 401(k) Plan
- EOY ind #6354
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Wacosa 401(k) Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $250K |
| Employer EIN | 410871466 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (WACOSA)
Sponsor-wide plan assets over time
All WACOSA plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 44.05058887538252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $2M |
| 2023 | 1 | 122 | $3M |
| 2024 | 1 | 130 | $4M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Wacosa 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Plastech Services, Inc. Employee 401(k) Plan in MD ($4M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust (NY) 130 · 0 off
- Hni Risk Services 401(k) Plan (MI) 130 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 130 · 0 off
- Paragon Legal Group LLC 401(k) Plan (CA) 130 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.