Profit Sharing · DOL Form 5500 · 2024
W&a Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $71,405
- Avg per participant Below avg balance/head
Official DOL plan name: W&a Investments, Inc. Retirement Plan · Sponsored by W&a Investments, Inc. · Ohio · Professional & Technical Services
$1M in assets, 21 participants
W&a Investments, Inc.'s W&a Investments, Inc. Retirement Plan reported $1M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,430 in Professional & Technical Services (20,173 peers)
W&a Investments, Inc. multi-year trail
W&a Investments, Inc.'s plans moved -72.4% in assets from 2022 to 2024; this filing shows W&a Investments, Inc. Retirement Plan at $1M / 21 participants.
- #4,430
- in Professional & Technical Services (20,173 peers)
- -73.0%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W&a Investments, Inc. Retirement Plan among the smaller filed plans by assets
W&a Investments, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,499,512 27th percentile higher than 27% 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
W&a Investments, Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W&a Investments, Inc. Retirement Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W&a Investments, Inc. Retirement Plan reported net income fell from $131K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- W&a Investments, Inc. Retirement Plan end-of-year assets fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- W&a Investments, Inc. Retirement Plan reported participants rose from 13 in the plan year 2023 filing to 21 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 814179766 · W&a Investments, Inc. PY 2024 · Profit Sharing
W&a Investments, Inc. Retirement Plan · $1M · 21 · 27th
- RANK $1M
- RANK 21
- RANK 27th
- RANK Profit Sharing
- RANK near Healthy Heart Cardiovascular Center, P.S.C. Retirement Plan
- RANK ind #4430
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 Ohio →
W&a Investments, Inc. Retirement Plan in the asset neighbourhood
W&a Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All W&a Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 72.36091217291627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $5M |
| 2023 | 1 | 13 | $6M |
| 2024 | 1 | 21 | $1M |
W&a Investments, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$4M |
| Employer EIN | 814179766 |
| Plan Effective Date | 2016-10-19 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
W&a Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Healthy Heart Cardiovascular Center, P.S.C. Retirement Plan in PR ($1M); by covered participants it is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.