401(k) · DOL Form 5500 · 2024

Wasserman Music, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
207
Participants Below avg headcount
68th
Percentile by assets National rank
$86,100
Avg per participant Below avg balance/head
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Official DOL plan name: Wasserman Music 401(k) Plan · Sponsored by Wasserman Music, LLC · California · Arts, Entertainment & Recreation

$18M in assets, 207 participants

Wasserman Music, LLC's Wasserman Music 401(k) Plan reported $18M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,362 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

Wasserman Music 401(k) Plan covers 207 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $18M.

#2,362
in Arts, Entertainment & Recreation (2,921 peers)
+47.8%
assets growth YoY

Wasserman Music 401(k) Plan's outsized position by total assets

Wasserman Music 401(k) Plan vs every filed plan by assets

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

$17,822,607 Top 32% higher than 68% 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

Wasserman Music 401(k) 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. Wasserman Music 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wasserman Music 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Wasserman Music 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Wasserman Music 401(k) Plan reported participants fell from 213 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 852275705 · Wasserman Music, LLC PY 2024 · 401(k)

Wasserman Music 401(k) Plan · $18M · 207 · 68th

  • EOY $18M
  • EOY 207
  • EOY 68th
  • EOY 401(k)
  • EOY near Daon, Inc. 401(k) Plan
  • EOY ind #2362

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Wasserman Music 401(k) Plan in the asset neighbourhood

Wasserman Music 401(k) Plan$18MDaon, Inc. 401(k) Plan$18MSalpointe Catholic High School Cash or Deferred Profit SharingSalpointe Catholic High Scho…$18MHollis Miller Architects, Inc. 401(k) Profit Sharing PlanHollis Miller Architects, In…$18MCuraleaf, Inc. 401(k) Plan$18M
End-of-year total assets ($M) among Wasserman Music 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN852275705
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wasserman Music, LLC)

Sponsor-wide plan assets over time

All Wasserman Music, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 141.86796537912753% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.37M $17.8M ▲ +141.8%
Year Plans Participants Total Assets
2022 1 171 $7M
2023 1 213 $12M
2024 1 207 $18M

Nearby 401(k) Plans in California

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

Wasserman Music 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wasserman Music 401(k) Plan, Total assets ($B): 0.017822607 · Participants: 207Wasserman Music 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
Wasserman Music 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wasserman Music 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Daon, Inc. 401(k) Plan in VA ($18M); by covered participants it is The Las Olas Company, Inc. 401(k) Plan in FL (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Wasserman Music 401(k) Plan assets move in 2024?
Wasserman Music 401(k) Plan surged - up 47.8% during 2024, from $12M to $18M. Reported net income was $6M.
How have Wasserman Music, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Wasserman Music, LLC's sponsor-wide assets grew 141.9%, from $7M to $18M.
Which 401(k) plans are similar in size to Wasserman Music 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Daon, Inc. 401(k) Plan in VA ($18M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Wasserman Music 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Las Olas Company, Inc. 401(k) Plan in FL (207 participants, $5M in assets).