401(k) · DOL Form 5500 · 2024

Wakefield's, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
163
Participants Small participant base
34th
Percentile by assets National rank
$18,785
Avg per participant Low balance/head
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Official DOL plan name: The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan · Sponsored by Wakefield's, Inc. · Alabama · Retail Trade

$3M in assets, 163 participants

Wakefield's, Inc.'s The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan reported $3M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,703 in Retail Trade (8,048 peers)

Coverage in Alabama

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan covers 163 participants in Alabama, about 45% of the average Alabama filer (state average ~360 per filing). Assets: $3M.

#3,703
in Retail Trade (8,048 peers)
+11.0%
assets growth YoY

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$3,061,893 34th percentile higher than 34% 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

The Wakefield's, Inc. Profit Sharing and 401(k) Savings 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. The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan reported net income fell from $380K in the plan year 2023 filing to $303K in the plan year 2024 filing.
  • The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan reported participants rose from 146 in the plan year 2023 filing to 163 in the plan year 2024 filing.
  • The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 630310051 · Wakefield's, Inc. PY 2024 · 401(k)

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan · $3M · 163 · 34th

  • EIN $3M
  • RANK 163
  • PHOTO 34th
  • IND 401(k)
  • EOY near 403(b) Thrift Plan for Employees of Stark County Community Action Agency
  • 5500 ind #3703

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 Retail Trade retirement plans → · Plans in Alabama →

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

The Wakefield's, Inc. Profit Sharing and 401(k) Savings PlanThe Wakefield's, Inc. Profit…$3M403(b) Thrift Plan for Employees of Stark County Community Action Agency403(b) Thrift Plan for Emplo…$3MNortex Wholesale Nursery 401(k) PlanNortex Wholesale Nursery 401…$3MDst-Avi Retirement Plan$3MTechnicon Systems 401(k) Profit Sharing PlanTechnicon Systems 401(k) Pro…$3M
End-of-year total assets ($M) among The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$303K
Employer EIN630310051
Plan Effective Date1972-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wakefield's, Inc.)

Sponsor-wide plan assets over time

All Wakefield's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.741247538715175% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.06M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 133 $2M
2023 1 146 $3M
2024 1 163 $3M

Nearby 401(k) Plans in Alabama

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

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.003061893 · Participants: 163The Wakefield's, Inc. Profit Sharing and 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Stark County Community Action Agency in OH ($3M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan assets move in 2024? ▼
The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan grew at a solid clip - up 11.0% during 2024, from $3M to $3M. Reported net income was $303K.
How have Wakefield's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wakefield's, Inc.'s sponsor-wide assets grew 28.7%, from $2M to $3M.
Which 401(k) plans are similar in size to The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Stark County Community Action Agency in OH ($3M, 161 participants).
Which 401(k) plans cover a similar participant headcount to The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 630310051.

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.