Profit Sharing · DOL Form 5500 · 2024

Wessel & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$254,835
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wessel & Associates, Inc. Profit-Sharing Plan · Sponsored by Wessel & Associates, Inc. · Pennsylvania · Retail Trade

$1M in assets, 5 participants

Wessel & Associates, Inc.'s Wessel & Associates, Inc. Profit-Sharing Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,033 in Retail Trade (8,048 peers)

Wessel & Associates, Inc. multi-year trail

Wessel & Associates, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Wessel & Associates, Inc. Profit-Sharing Plan at $1M / 5 participants.

#3,033
in Retail Trade (8,048 peers)
+10.2%
assets growth YoY

Wessel & Associates, Inc. Profit-Sharing Plan among the smaller filed plans by assets

Wessel & Associates, Inc. Profit-Sharing Plan vs every filed plan by assets

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

$1,274,173 25th percentile higher than 25% 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

Wessel & Associates, Inc. Profit-Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wessel & Associates, Inc. Profit-Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wessel & Associates, Inc. Profit-Sharing Plan reported net income fell from $165K in the plan year 2023 filing to $118K in the plan year 2024 filing.
  • Wessel & Associates, Inc. Profit-Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251721469 · Wessel & Associates, Inc. PY 2024 · Profit Sharing

Wessel & Associates, Inc. Profit-Sharing Plan · $1M · 5 · 25th

  • TYPE $1M
  • NET 5
  • BOOK 25th
  • VS-ST Profit Sharing
  • BOY near Batchelor & Shortall PA P-S Plan
  • SCH ind #3033

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 Pennsylvania →

Wessel & Associates, Inc. Profit-Sharing Plan in the asset neighbourhood

Wessel & Associates, Inc. Profit-Sharing PlanWessel & Associates, Inc. Pr…$1MBatchelor & Shortall PA P-S PlanBatchelor & Shortall PA P-S …$1MAmerican College of Osteopathic Internists, Inc. Profit Sharing Plan and TrustAmerican College of Osteopat…$1MStuart Graham Company Employee Profit Sharing PlanStuart Graham Company Employ…$1MChri Laboratories, Inc. Profit Sharing PlanChri Laboratories, Inc. Prof…$1M
End-of-year total assets ($M) among Wessel & Associates, Inc. Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wessel & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wessel & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.489933968771304% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.99M $1.27M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 5 $992K
2023 1 5 $1M
2024 1 5 $1M

Wessel & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$118K
Employer EIN251721469
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wessel & Associates, Inc. Profit-Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Wessel & Associates, Inc. Profit-Sharing Plan, Total assets ($B): 0.001274173 · Participants: 5Wessel & Associates, Inc. Profit-Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Wessel & Associates, Inc. Profit-Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Wessel & Associates, Inc. Profit-Sharing Plan side-by-side with 3 peers →

Wessel & Associates, Inc. Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Batchelor & Shortall PA P-S Plan in MD ($1M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Wessel & Associates, Inc. Profit-Sharing Plan assets move in 2024? ▼
Wessel & Associates, Inc. Profit-Sharing Plan grew at a solid clip - up 10.2% during 2024, from $1M to $1M. Reported net income was $118K.
How have Wessel & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wessel & Associates, Inc.'s sponsor-wide assets grew 28.5%, from $992K to $1M.
Where does Wessel & Associates, Inc. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Wessel & Associates, Inc. Profit-Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Wessel & Associates, Inc. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Batchelor & Shortall PA P-S Plan in MD ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Wessel & Associates, Inc. Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 251721469.

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.