401(k) · DOL Form 5500 · 2024

Wagstaff LLP 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
26
Participants Small participant base
54th
Percentile by assets National rank
$348,932
Avg per participant High balance/head
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Official DOL plan name: Wagstaff LLP 401(k) Profit Sharing Plan · Sponsored by Wagstaff LLP · Texas · Professional & Technical Services

$9M in assets, 26 participants

Wagstaff LLP's Wagstaff LLP 401(k) Profit Sharing Plan reported $9M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,461 in Professional & Technical Services (20,173 peers)

Wagstaff LLP multi-year trail

Wagstaff LLP's plans moved +27.8% in assets from 2022 to 2024; this filing shows Wagstaff LLP 401(k) Profit Sharing Plan at $9M / 26 participants.

#10,461
in Professional & Technical Services (20,173 peers)
+14.3%
assets growth YoY

Wagstaff LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wagstaff LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,072,233 Top 46% higher than 54% 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

Wagstaff LLP 401(k) Profit Sharing 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. Wagstaff LLP 401(k) Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wagstaff LLP 401(k) Profit Sharing Plan reported net income rose from $837K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Wagstaff LLP 401(k) Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 26 in the plan year 2024 filing.
  • Wagstaff LLP 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750875000 · Wagstaff LLP PY 2024 · 401(k)

Wagstaff LLP 401(k) Profit Sharing Plan · $9M · 26 · 54th

  • EOY $9M
  • 5500 26
  • ASSETS 54th
  • PCT 401(k)
  • EIN near Freedom Fcu 401(k) Savings Plan
  • RANK ind #10461

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 Texas →

Wagstaff LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Wagstaff LLP 401(k) Profit Sharing PlanWagstaff LLP 401(k) Profit S…$9MFreedom Fcu 401(k) Savings PlanFreedom Fcu 401(k) Savings P…$9MSmartrecruiters, Inc. 401(k) PlanSmartrecruiters, Inc. 401(k)…$9MCota & Cota, Inc. Profit Sharing PlanCota & Cota, Inc. Profit Sha…$9MEquip Health 401(k) Plan$9M
End-of-year total assets ($M) among Wagstaff LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wagstaff LLP multi-year asset trail

Sponsor-wide plan assets over time

All Wagstaff LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.787414643312257% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.1M $9.07M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 19 $7M
2023 1 20 $8M
2024 1 26 $9M

Wagstaff LLP filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN750875000
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Wagstaff LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wagstaff LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.009072233 · Participants: 26Wagstaff LLP 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Wagstaff LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wagstaff LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wagstaff LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Freedom Fcu 401(k) Savings Plan in MD ($9M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Wagstaff LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Wagstaff LLP 401(k) Profit Sharing Plan grew at a solid clip - up 14.3% during 2024, from $8M to $9M. Reported net income was $1M.
How have Wagstaff LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wagstaff LLP's sponsor-wide assets grew 27.8%, from $7M to $9M.
Which 401(k) plans are similar in size to Wagstaff LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freedom Fcu 401(k) Savings Plan in MD ($9M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Wagstaff LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (26 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 750875000.

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.