401(k) · DOL Form 5500 · 2023
Wisconsin Fuel & Retail Association, Inc. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 934
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $49,626
- Avg per participant Low balance/head
Official DOL plan name: Wfra, Inc. Multiple Employer Retirement Plan · Sponsored by Wisconsin Fuel & Retail Association, Inc. · Wisconsin · Mining & Oil Extraction
$46M in assets, 934 participants
Wisconsin Fuel & Retail Association, Inc.'s Wfra, Inc. Multiple Employer Retirement Plan reported $46M in total assets and 934 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #579 in Mining & Oil Extraction (811 peers)
Where Wfra, Inc. Multiple Employer Retirement Plan sits by assets
Wfra, Inc. Multiple Employer Retirement Plan sits in the top quartile of all filed plans by assets, $46M for 934 participants (~$49,626/participant), up 14.9% in 2023.
- #579
- in Mining & Oil Extraction (811 peers)
- +14.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Wfra, Inc. Multiple Employer Retirement Plan's outsized position by total assets
Wfra, Inc. Multiple Employer Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,350,992 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wfra, Inc. Multiple Employer Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wfra, Inc. Multiple Employer Retirement Plan sits mid-pack in the medium band (934 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wfra, Inc. Multiple Employer Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Wfra, Inc. Multiple Employer Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $46M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390714470 · Wisconsin Fuel & Retail Association, Inc. PY 2023 · 401(k)
Wfra, Inc. Multiple Employer Retirement Plan · $46M · 934 · 85th
- 5500 $46M
- 5500 934
- 5500 85th
- 5500 401(k)
- 5500 near Oregon Urology Institute, P.C. 401(k) Profit Sharing Plan
- 5500 ind #579
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 Mining & Oil Extraction retirement plans → · Plans in Wisconsin →
Wfra, Inc. Multiple Employer Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $6M |
| Employer EIN | 390714470 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Fuel & Retail Association, Inc.)
Sponsor-wide plan assets over time
All Wisconsin Fuel & Retail Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 27.313370041968966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 935 | $40M |
| 2023 | 1 | 934 | $46M |
| 2024 | 1 | 890 | $51M |
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 $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Wfra, Inc. Multiple Employer Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Oregon Urology Institute, P.C. 401(k) Profit Sharing Plan in OR ($46M); by covered participants it is F&s Produce Co., Inc. 401(k) Profit Sharing Plan in NJ (934 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (934 participants); asset peers above are excluded.
- F&s Produce Co., Inc. 401(k) Profit Sharing Plan (NJ) 934 · 0 off
- Pinehurst Resort 401(k) Savings Plan (NC) 934 · 0 off
- Empire Merchants, LLC 401(k) Plan for Union Members (NY) 934 · 0 off
- D'addario & Company, Inc. 401(k) Plan (NY) 934 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.