401(k) · DOL Form 5500 · 2024

Wagstaff & Cartmell, LLP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
77
Participants Small participant base
67th
Percentile by assets National rank
$220,662
Avg per participant Above avg balance/head
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Official DOL plan name: Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Wagstaff & Cartmell, LLP · Missouri · Professional & Technical Services

$17M in assets, 77 participants

Wagstaff & Cartmell, LLP's Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,340 in Professional & Technical Services (20,173 peers)

Wagstaff & Cartmell, LLP multi-year trail

Wagstaff & Cartmell, LLP's plans moved +29.4% in assets from 2022 to 2024; this filing shows Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust at $17M / 77 participants.

#13,340
in Professional & Technical Services (20,173 peers)
+15.6%
assets growth YoY

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,991,003 Top 33% higher than 67% 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

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust reported participants fell from 89 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 431790331 · Wagstaff & Cartmell, LLP PY 2024 · 401(k)

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust · $17M · 77 · 67th

  • IND $17M
  • IND 77
  • IND 67th
  • IND 401(k)
  • IND near Glasser and Glasser, P.L.C. 401(k) Retirement Plan
  • IND ind #13340

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 Professional & Technical Services retirement plans → · Plans in Missouri →

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and TrustWagstaff & Cartmell, LLP 401…$17MGlasser and Glasser, P.L.C. 401(k) Retirement PlanGlasser and Glasser, P.L.C. …$17MGolda Och Academy 401(k) Plan$17MFranklin Enterprises 401(k) PlanFranklin Enterprises 401(k) …$17MJean Philippe Fragrances, LLC 401(k) PlanJean Philippe Fragrances, LL…$17M
End-of-year total assets ($M) among Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wagstaff & Cartmell, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Wagstaff & Cartmell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.387900379177832% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $17M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 64 $13M
2023 1 89 $15M
2024 1 77 $17M

Wagstaff & Cartmell, LLP filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN431790331
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016991003 · Participants: 77Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Glasser and Glasser, P.L.C. 401(k) Retirement Plan in VA ($17M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust grew sharply - up 15.6% during 2024, from $15M to $17M. Reported net income was $2M.
How have Wagstaff & Cartmell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wagstaff & Cartmell, LLP's sponsor-wide assets grew 29.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Glasser and Glasser, P.L.C. 401(k) Retirement Plan in VA ($17M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Wagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A 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 431790331.

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.