401(k) · DOL Form 5500 · 2024

Wallace Literary Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
45th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan · Sponsored by Wallace Literary Enterprises Inc · California · Arts, Entertainment & Recreation

$6M in assets, 3 participants

Wallace Literary Enterprises Inc's Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan reported $6M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,910 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan ranks #1,910 of 2,921 2024 filers by assets (462% of the sector average)-$6M for 3 participants.

#1,910
in Arts, Entertainment & Recreation (2,921 peers)
+9.3%
assets growth YoY

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,006,475 45th percentile higher than 45% 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

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan reported net income fell from $744K in the plan year 2023 filing to $511K in the plan year 2024 filing.
  • Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954138903 · Wallace Literary Enterprises Inc PY 2024 · 401(k)

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan · $6M · 3 · 45th

  • PART $6M
  • PART 3
  • PART 45th
  • PART 401(k)
  • PART near Ocean Power Technologies, Inc. 401(k) Plan
  • PART ind #1910

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Wallace Literary Enterprises Inc 401(k) Profit Sharing PlanWallace Literary Enterprises…$6MOcean Power Technologies, Inc. 401(k) PlanOcean Power Technologies, In…$6MStrategic Operational Solutions 401(k) PlanStrategic Operational Soluti…$6MGovdocs, Inc. 401(k) Plan$6MZiegler Companies Retirement Savings PlanZiegler Companies Retirement…$6M
End-of-year total assets ($M) among Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$511K
Employer EIN954138903
Plan Effective Date1988-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallace Literary Enterprises Inc)

Sponsor-wide plan assets over time

All Wallace Literary Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.409791248824078% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.75M $6.01M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $5M
2024 1 3 $6M

Nearby 401(k) Plans in California

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

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.006006475 · Participants: 3Wallace Literary Enterprises Inc 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ocean Power Technologies, Inc. 401(k) Plan in NJ ($6M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan grew at a solid clip - up 9.3% during 2024, from $5M to $6M. Reported net income was $511K.
How have Wallace Literary Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallace Literary Enterprises Inc's sponsor-wide assets grew 26.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocean Power Technologies, Inc. 401(k) Plan in NJ ($6M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Wallace Literary Enterprises Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 954138903.

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.