401(k) · DOL Form 5500 · 2024

The Wanderlust Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
62
Participants Small participant base
42nd
Percentile by assets National rank
$79,221
Avg per participant Below avg balance/head
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Official DOL plan name: The Wanderlust Group, Inc. 401(k) Plan · Sponsored by The Wanderlust Group, Inc. · Rhode Island · Information & Media

$5M in assets, 62 participants

The Wanderlust Group, Inc.'s The Wanderlust Group, Inc. 401(k) Plan reported $5M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #722 in Information & Media (2,822 peers)

What the 2024 filing shows

The Wanderlust Group, Inc. 401(k) Plan holds $5M for 62 participants - about $79,221 per participant, in the lower half of filed plans by assets.

#722
in Information & Media (2,822 peers)
-1.1%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Wanderlust Group, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

The Wanderlust Group, Inc. 401(k) Plan vs every filed plan by assets

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

$4,911,679 42nd percentile higher than 42% 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

The Wanderlust Group, Inc. 401(k) 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. The Wanderlust Group, Inc. 401(k) Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wanderlust Group, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$56K in the plan year 2024 filing.
  • The Wanderlust Group, Inc. 401(k) Plan reported participants fell from 98 in the plan year 2023 filing to 62 in the plan year 2024 filing.
  • The Wanderlust Group, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 471864371 · The Wanderlust Group, Inc. PY 2024 · 401(k)

The Wanderlust Group, Inc. 401(k) Plan · $5M · 62 · 42nd

  • PART $5M
  • PART 62
  • PART 42nd
  • PART 401(k)
  • PART near Alpena Agency 401(k) Plan
  • PART ind #722

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 Information & Media retirement plans → · Plans in Rhode Island →

The Wanderlust Group, Inc. 401(k) Plan in the asset neighbourhood

The Wanderlust Group, Inc. 401(k) PlanThe Wanderlust Group, Inc. 4…$5MAlpena Agency 401(k) Plan$5MUpdike Distribution Logistics, LLC 401(k) Profit Sharing Plan and TrustUpdike Distribution Logistic…$5MIldico 401(k) Plan$5MPcc Capital Management LLC 401(k) PlanPcc Capital Management LLC 4…$5M
End-of-year total assets ($M) among The Wanderlust Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$56K
Employer EIN471864371
Plan Effective Date2018-06-10
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wanderlust Group, Inc.)

Sponsor-wide plan assets over time

All The Wanderlust Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.1247990459691029% vs 2023
2024 filing year
$4.9M$4.92M$4.94M$4.96M$4.98M 20232024 $4.97M $4.91M ▼ -1.2%
Year Plans Participants Total Assets
2023 1 98 $5M
2024 1 62 $5M

Nearby 401(k) Plans in Rhode Island

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

The Wanderlust Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants The Wanderlust Group, Inc. 401(k) Plan, Total assets ($B): 0.004911679 · Participants: 62The Wanderlust Group, Inc. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
The Wanderlust Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare The Wanderlust Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Wanderlust Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Alpena Agency 401(k) Plan in MI ($5M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 The Wanderlust Group, Inc. 401(k) Plan assets move in 2024? ▼
The Wanderlust Group, Inc. 401(k) Plan edged down modestly - down 1.1% during 2024, from $5M to $5M. Reported net income was -$56K.
How have The Wanderlust Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Wanderlust Group, Inc.'s sponsor-wide assets declined 1.1%, from $5M to $5M.
Which 401(k) plans are similar in size to The Wanderlust Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpena Agency 401(k) Plan in MI ($5M, 28 participants).
Which 401(k) plans cover a similar participant headcount to The Wanderlust Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants, $2M 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 471864371.

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.