401(k) · DOL Form 5500 · 2024

Wade Financial Advisory, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
13
Participants Small participant base
48th
Percentile by assets National rank
$517,534
Avg per participant High balance/head
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Official DOL plan name: Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan · Sponsored by Wade Financial Advisory, Inc. · California · Finance & Insurance

$7M in assets, 13 participants

Wade Financial Advisory, Inc.'s Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan reported $7M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,778 in Finance & Insurance (8,549 peers)

Wade Financial Advisory, Inc. multi-year trail

Wade Financial Advisory, Inc.'s plans moved +55.6% in assets from 2022 to 2024; this filing shows Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan at $7M / 13 participants.

#2,778
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY

Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$6,727,941 48th percentile higher than 48% 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

Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $912K in the plan year 2024 filing.
  • Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770297228 · Wade Financial Advisory, Inc. PY 2024 · 401(k)

Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan · $7M · 13 · 48th

  • TYPE $7M
  • TYPE 13
  • TYPE 48th
  • TYPE 401(k)
  • TYPE near Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust
  • TYPE ind #2778

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 Finance & Insurance retirement plans → · Plans in California →

Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Wade Financial Advisory, Inc. Profit Sharing 401(k) PlanWade Financial Advisory, Inc…$7MHeritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & TrustHeritage's Dairy Stores, Inc…$7MNference, Inc. 401(k)$7MTwe Nonwovens US, Inc. 401(k) Profit Sharing Plan and TrustTwe Nonwovens US, Inc. 401(k…$7MConcrete Supply Co., Inc. 401(k) PlanConcrete Supply Co., Inc. 40…$7M
End-of-year total assets ($M) among Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wade Financial Advisory, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wade Financial Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 55.56609165901315% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.32M $6.73M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 14 $6M
2024 1 13 $7M

Wade Financial Advisory, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$912K
Employer EIN770297228
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.006727941 · Participants: 13Wade Financial Advisory, Inc. Profit Sharing 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust in NJ ($7M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan grew sharply - up 15.7% during 2024, from $6M to $7M. Reported net income was $912K.
How have Wade Financial Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wade Financial Advisory, Inc.'s sponsor-wide assets grew 55.6%, from $4M to $7M.
Which 401(k) plans are similar in size to Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust in NJ ($7M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Wade Financial Advisory, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 770297228.

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.