401(k) · DOL Form 5500 · 2024

Bryan K. Waggoner, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Bryan K. Waggoner, PC 401(k) Plan · Sponsored by Bryan K. Waggoner, PC · Arizona · Professional & Technical Services

$2M in assets, 1 participants

Bryan K. Waggoner, PC's Bryan K. Waggoner, PC 401(k) Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,464 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Bryan K. Waggoner, PC 401(k) Plan holds $2M for 1 participant - about $2.3M per participant, in the lower half of filed plans by assets.

#5,464
in Professional & Technical Services (20,173 peers)
+3.9%
assets growth YoY

Bryan K. Waggoner, PC 401(k) Plan among the smaller filed plans by assets

Bryan K. Waggoner, PC 401(k) Plan vs every filed plan by assets

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

$2,328,368 31st percentile higher than 31% 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

Bryan K. Waggoner, PC 401(k) 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. Bryan K. Waggoner, PC 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bryan K. Waggoner, PC 401(k) Plan reported net income rose from -$61K in the plan year 2023 filing to $87K in the plan year 2024 filing.
  • Bryan K. Waggoner, PC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201323029 · Bryan K. Waggoner, PC PY 2024 · 401(k)

Bryan K. Waggoner, PC 401(k) Plan · $2M · 1 · 31st

  • PART $2M
  • PART 1
  • PART 31st
  • PART 401(k)
  • PART near Hill Country Transit District 401(k) Plan
  • PART ind #5464

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 Arizona →

Bryan K. Waggoner, PC 401(k) Plan in the asset neighbourhood

Bryan K. Waggoner, PC 401(k) PlanBryan K. Waggoner, PC 401(k)…$2MHill Country Transit District 401(k) PlanHill Country Transit Distric…$2MFirst Management, Inc. 401(k) PlanFirst Management, Inc. 401(k…$2MCustom Architectural Sheetmetal Specialists, Inc. Profit Sharing PlanCustom Architectural Sheetme…$2MChampion Care, LLC 401(k) PlanChampion Care, LLC 401(k) Pl…$2M
End-of-year total assets ($M) among Bryan K. Waggoner, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$87K
Employer EIN201323029
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bryan K. Waggoner, PC)

Sponsor-wide plan assets over time

All Bryan K. Waggoner, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.1186436261459822% vs 2022
2024 filing year
$2.2M$2.25M$2.3M$2.35M 202220232024 $2.3M $2.33M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby 401(k) Plans in Arizona

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

Bryan K. Waggoner, PC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Bryan K. Waggoner, PC 401(k) Plan, Total assets ($B): 0.002328368 · Participants: 1Bryan K. Waggoner, PC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Bryan K. Waggoner, PC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Bryan K. Waggoner, PC 401(k) Plan side-by-side with 3 peers →

Bryan K. Waggoner, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hill Country Transit District 401(k) Plan in TX ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Bryan K. Waggoner, PC 401(k) Plan assets move in 2024? ▼
Bryan K. Waggoner, PC 401(k) Plan edged up modestly - up 3.9% during 2024, from $2M to $2M. Reported net income was $87K.
How have Bryan K. Waggoner, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bryan K. Waggoner, PC's sponsor-wide assets grew 1.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Bryan K. Waggoner, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hill Country Transit District 401(k) Plan in TX ($2M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Bryan K. Waggoner, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 201323029.

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.