401(k) · DOL Form 5500 · 2024

Wheeler Trigg O'donnell LLP 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
220
Participants Below avg headcount
90th
Percentile by assets National rank
$407,255
Avg per participant High balance/head
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Official DOL plan name: Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan · Sponsored by Wheeler Trigg O'donnell LLP · Colorado · Professional & Technical Services

$90M in assets, 220 participants

Wheeler Trigg O'donnell LLP's Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan reported $90M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,297 in Professional & Technical Services (20,173 peers)

Where Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits by assets

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits in the top 10% of all filed plans by assets, $90M for 220 participants (~$407,255/participant), up 9.0% in 2024.

#18,297
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan's outsized position by total assets

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs every filed plan by assets

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

$89,596,133 Top 10% higher than 90% 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

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing 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. Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan end-of-year assets rose from $82M in the plan year 2023 filing to $90M in the plan year 2024 filing.
  • Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan reported participants rose from 210 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 200697269 · Wheeler Trigg O'donnell LLP PY 2024 · 401(k)

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan · $90M · 220 · 90th

  • EOY $90M
  • EOY 220
  • EOY 90th
  • EOY 401(k)
  • EOY near Workwave LLC 401(k) Retirement Plan
  • EOY ind #18297

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 Colorado →

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan in the asset neighbourhood

Yext, Inc. 401(k) Profit Sharing Plan and TrustYext, Inc. 401(k) Profit Sha…$90MWheeler Trigg O'donnell LLP 401(k) Profit-Sharing PlanWheeler Trigg O'donnell LLP …$90MWorkwave LLC 401(k) Retirement PlanWorkwave LLC 401(k) Retireme…$90MBond Clinic, P.a. Profit Sharing PlanBond Clinic, P.a. Profit Sha…$90MOds Retirement Plan$90M
End-of-year total assets ($M) among Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$90M
Net Income$7M
Employer EIN200697269
Plan Effective Date1998-02-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Trigg O'donnell LLP)

Sponsor-wide plan assets over time

All Wheeler Trigg O'donnell LLP plans reported in each filing year

Latest sponsor-wide plan assets
$90M 27.9744769599505% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70M $89.6M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 192 $70M
2023 1 210 $82M
2024 1 220 $90M

Nearby 401(k) Plans in Colorado

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

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan, Total assets ($B): 0.089596133 · Participants: 220Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan side-by-side with 3 peers →

Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Workwave LLC 401(k) Retirement Plan in NJ ($90M); by covered participants it is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan assets move in 2024? ▼
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan grew at a solid clip - up 9.0% during 2024, from $82M to $90M. Reported net income was $7M.
How have Wheeler Trigg O'donnell LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Trigg O'donnell LLP's sponsor-wide assets grew 28.0%, from $70M to $90M.
Where does Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workwave LLC 401(k) Retirement Plan in NJ ($90M, 772 participants).
Which 401(k) plans cover a similar participant headcount to Wheeler Trigg O'donnell LLP 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants, $20M 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 200697269.

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.