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
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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

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

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.

See the national 2023→2024 release diff →

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

Golding Barge Line, Inc. 401(k) PlanGolding Barge Line, Inc. 401…$17MWg&r Employees' Savings and Retirement PlanWg&r Employees' Savings and …$17MBancroft Construction Company, Inc. Cash or Deferred Profit Sharing PlanBancroft Construction Compan…$17MMarin Software Incorporated 401(k) PlanMarin Software Incorporated …$17M401(k) Plan for the Kappa Group of Companies401(k) Plan for the Kappa Gr…$17M
End-of-year total assets ($M) among Wg&r Employees' Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN390751860
Plan Effective Date1969-12-29
Filing StatusFILING 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
$12M$14M$16M$18M 202220232024 $12.6M $16.7M ▲ +33.1%
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.

Wg&r Employees' Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wg&r Employees' Savings and Retirement Plan, Total assets ($B): 0.016713361 · Participants: 249Wg&r Employees' Savings and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Wg&r Employees' Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Wg&r Employees' Savings and Retirement Plan assets move in 2024?
Wg&r Employees' Savings and Retirement Plan grew at a solid clip - up 9.2% during 2024, from $15M to $17M. Reported net income was $1M.
How have Wg&r Furniture Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wg&r Furniture Co., Inc.'s sponsor-wide assets grew 33.1%, from $13M to $17M.
Which 401(k) plans are similar in size to Wg&r Employees' Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bancroft Construction Company, Inc. Cash or Deferred Profit Sharing Plan in DE ($17M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Wg&r Employees' Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Treeline Inc. 401(k) Plan in CA (249 participants, $29K in assets).