401(k) · DOL Form 5500 · 2024
Wegman Capital LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 164
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $27,464
- Avg per participant Low balance/head
Official DOL plan name: Wegman Capital LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Wegman Capital LLC · Texas · Professional & Technical Services
$5M in assets, 164 participants
Wegman Capital LLC's Wegman Capital LLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,572 in Professional & Technical Services (20,173 peers)
Coverage in Texas
Wegman Capital LLC 401(k) Profit Sharing Plan & Trust covers 164 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $5M.
- #7,572
- in Professional & Technical Services (20,173 peers)
- +21.4%
- assets growth YoY
Wegman Capital LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Wegman Capital LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,504,053 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wegman Capital LLC 401(k) Profit Sharing Plan & Trust 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. Wegman Capital LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (164 participants).
Published 5500 schedule card
Filing strip 814416937 · Wegman Capital LLC PY 2024 · 401(k)
Wegman Capital LLC 401(k) Profit Sharing Plan & Trust · $5M · 164 · 40th
- EOY $5M
- 5500 164
- ASSETS 40th
- PCT 401(k)
- EIN near Guaranteed Returns 401(k) Profit Sharing Plan
- RANK ind #7572
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 Texas →
Wegman Capital LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $794K |
| Employer EIN | 814416937 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Wegman Capital LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Guaranteed Returns 401(k) Profit Sharing Plan in NY ($5M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Meadows Bank 401(k) Retirement Plan (NV) 164 · 0 off
- Dfs Flooring, Inc. 401(k) Retirement Plan (CA) 164 · 0 off
- Infiniti Hr Retirement Plan (MD) 164 · 0 off
- The Lumbee Tribe of Nc 401(k) Plan (NC) 164 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.