401(k) · DOL Form 5500 · 2024

Wdi, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size: 263
Participants Below avg headcount: 78th
Percentile by assets National rank: $117,170
Avg per participant Below avg balance/head

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Official DOL plan name: Wdi, LLC 401(k) Plan · Sponsored by Wdi, LLC · Wisconsin · Wholesale Trade

$31M in assets, 263 participants

Wdi, LLC's Wdi, LLC 401(k) Plan reported $31M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

#4,637 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Wdi, LLC 401(k) Plan covers 263 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $31M.

#4,637
in Wholesale Trade (6,080 peers): +13.0%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Wdi, LLC 401(k) Plan's outsized position by total assets

Wdi, LLC 401(k) Plan vs every filed plan by assets

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

$30,815,655 Top 22% higher than 78% 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

Wdi, LLC 401(k) 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. Wdi, LLC 401(k) Plan sits mid-pack in the medium band (263 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Wdi, LLC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Wdi, LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Wdi, LLC 401(k) Plan reported participants rose from 254 in the plan year 2023 filing to 263 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 204213074 · Wdi, LLC PY 2024 · 401(k)

Wdi, LLC 401(k) Plan · $31M · 263 · 78th

IND $31M
IND 263
IND 78th
IND 401(k)
IND near Rms 401(k) Plan & Trust
IND ind #4637

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Wdi, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$31M
Net Income	$4M
Employer EIN	204213074
Plan Effective Date	2000-01-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Wdi, LLC)

Latest sponsor-wide plan assets: $31M 37.180314671553504% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	264	$22M
2023	1	254	$27M
2024	1	263	$31M

Nearby 401(k) Plans in Wisconsin

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

Wdi, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Wdi, LLC 401(k) Plan side-by-side with 3 peers →

Wdi, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rms 401(k) Plan & Trust in MN ($31M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Rms 401(k) Plan & Trust (MN) $31M · 358
Pct 401(k) Plan (OH) $31M · 233
American Integrated Services, Inc. 401(k) Profit Sharing Plan (CA) $31M · 384
Chilton Investment Company, Inc 401(k) Plan (CT) $31M · 97

Similar participant headcount

Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.

Cansortium Holdings 401(k) Plan (FL) 263 · 0 off
Rocket Lawyer 401(k) Plan (CA) 263 · 0 off
First National Bank Savings and Investment Plan (ME) 263 · 0 off
Yanka Industries, Inc. Retirement Plan (CA) 263 · 0 off

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 Wdi, LLC 401(k) Plan assets move in 2024? ▼

Wdi, LLC 401(k) Plan grew at a solid clip - up 13.0% during 2024, from $27M to $31M. Reported net income was $4M.

How have Wdi, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wdi, LLC's sponsor-wide assets grew 37.2%, from $22M to $31M.

Where does Wdi, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Wdi, LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Wdi, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rms 401(k) Plan & Trust in MN ($31M, 358 participants).

Which 401(k) plans cover a similar participant headcount to Wdi, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (263 participants, $482K 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 204213074.