401(k) · DOL Form 5500 · 2024
Wg&r Furniture Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $67,122
- Avg per participant Below avg balance/head
Official DOL plan name: Wg&r Employees' Savings and Retirement Plan · Sponsored by Wg&r Furniture Co., Inc. · Wisconsin · Retail Trade
$17M in assets, 249 participants
Wg&r Furniture Co., Inc.'s Wg&r Employees' Savings and Retirement Plan reported $17M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #6,230 in Retail Trade (8,048 peers)
Coverage in Wisconsin
Wg&r Employees' Savings and Retirement Plan covers 249 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.
- #6,230
- in Retail Trade (8,048 peers)
- +9.2%
- assets growth YoY
Wg&r Employees' Savings and Retirement Plan's outsized position by total assets
Wg&r Employees' Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,713,361 Top 33% higher than 67% 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
Wg&r Employees' Savings and Retirement 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. Wg&r Employees' Savings and Retirement Plan sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wg&r Employees' Savings and Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Wg&r Employees' Savings and Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Wg&r Employees' Savings and Retirement Plan reported participants fell from 265 in the plan year 2023 filing to 249 in the plan year 2024 filing.
DOL schedule card
Filing strip 390751860 · Wg&r Furniture Co., Inc. PY 2024 · 401(k)
Wg&r Employees' Savings and Retirement Plan · $17M · 249 · 67th
- BOY $17M
- BOY 249
- BOY 67th
- BOY 401(k)
- BOY near Bancroft Construction Company, Inc. Cash or Deferred Profit Sharing Plan
- BOY ind #6230
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 Retail Trade retirement plans → · Plans in Wisconsin →
Wg&r Employees' Savings and Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 390751860 |
| Plan Effective Date | 1969-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wg&r Furniture Co., Inc.)
Sponsor-wide plan assets over time
All Wg&r Furniture Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 33.140868886918426% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 260 | $13M |
| 2023 | 1 | 265 | $15M |
| 2024 | 1 | 249 | $17M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Wg&r Employees' Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Bancroft Construction Company, Inc. Cash or Deferred Profit Sharing Plan in DE ($17M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Treeline Inc. 401(k) Plan (CA) 249 · 0 off
- Premier Health Services, Inc. 401 (K) Plan (DC) 249 · 0 off
- Eastern Roofing Systems, Inc. 401(k) Plan (PA) 249 · 0 off
- Nts Development Company Retirement Savings Plan (KY) 249 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.