401(k) · DOL Form 5500 · 2024

David J Wegman 401(k) Plan

Data updated 2026-08-25

$317K
Total assets Small plan by assets
1,167
Participants Near avg headcount
14th
Percentile by assets National rank
$272
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: David J Wegman 401(k) Plan · Sponsored by David J Wegman · New York · Healthcare & Social Assistance

$317K in assets, 1,167 participants

David J Wegman's David J Wegman 401(k) Plan reported $317K in total assets and 1,167 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,661 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

David J Wegman 401(k) Plan holds $317K for 1,167 participants - about $272 per participant, among the smaller plans by assets on file.

#1,661
in Healthcare & Social Assistance (16,916 peers)
$317K
reported net income

David J Wegman 401(k) Plan among the smaller filed plans by assets

David J Wegman 401(k) Plan vs every filed plan by assets

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

$317,494 14th percentile higher than 14% 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

David J Wegman 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David J Wegman 401(k) Plan lands in the large band (1,167 participants).

Form 5500 schedule snapshot

Filing strip 161529616 · David J Wegman PY 2024 · 401(k)

David J Wegman 401(k) Plan · $317K · 1,167 · 14th

  • EOY $317K
  • EOY 1,167
  • EOY 14th
  • EOY 401(k)
  • EOY near Lakeside Infinity, Corp. 401(k) Profit Sharing Plan
  • EOY ind #1661

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 New York →

David J Wegman 401(k) Plan in the asset neighbourhood

David J Wegman 401(k) Plan$317KLakeside Infinity, Corp. 401(k) Profit Sharing PlanLakeside Infinity, Corp. 401…$317KGreen on Demand, Inc. 401(k) Profit Sharing PlanGreen on Demand, Inc. 401(k)…$317KMarcinkoski Gradall, Inc. 401(k) Profit Sharing Plan & TrustMarcinkoski Gradall, Inc. 40…$317KKylbride Enterprises, Inc. 401(k) Profit Sharing PlanKylbride Enterprises, Inc. 4…$317K
End-of-year total assets ($M) among David J Wegman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$317K
Net Income$317K
Employer EIN161529616
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

David J Wegman 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David J Wegman 401(k) Plan, Total assets ($B): 0.000317494 · Participants: 1167David J Wegman 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
David J Wegman 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare David J Wegman 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Lakeside Infinity, Corp. 401(k) Profit Sharing Plan in FL ($317K); by covered participants it is Bernhardt Furniture Company Retirement Plan in NC (1,167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,167 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

Where does David J Wegman 401(k) Plan rank by assets among Form 5500 filers? ▼
David J Wegman 401(k) Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to David J Wegman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakeside Infinity, Corp. 401(k) Profit Sharing Plan in FL ($317K, 1 participant).
Which 401(k) plans cover a similar participant headcount to David J Wegman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bernhardt Furniture Company Retirement Plan in NC (1,167 participants, $58M 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 161529616.

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.