401(k) · DOL Form 5500 · 2024
Wade Trim Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 660
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $131,793
- Avg per participant Near avg balance/head
Official DOL plan name: Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan · Sponsored by Wade Trim Group, Inc. · Michigan · Professional & Technical Services
$87M in assets, 660 participants
Wade Trim Group, Inc.'s Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan reported $87M in total assets and 660 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,252 in Professional & Technical Services (20,173 peers)
Where Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan sits by assets
Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $87M for 660 participants (~$131,793/participant), up 15.1% in 2024.
- #18,252
- in Professional & Technical Services (20,173 peers)
- +15.1%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan's outsized position by total assets
Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$86,983,622 Top 11% higher than 89% 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
Wade Trim Group, Inc. Profit Sharing & 401(k) Savings 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. Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan sits mid-pack in the medium band (660 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan end-of-year assets rose from $76M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan reported participants rose from 594 in the plan year 2023 filing to 660 in the plan year 2024 filing.
- Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 382236295 · Wade Trim Group, Inc. PY 2024 · 401(k)
Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan · $87M · 660 · 89th
- NET $87M
- BOOK 660
- VS-ST 89th
- BOY 401(k)
- SCH near Private Client Select Insurance Services LLC 401(k) Retirement
- EBSA ind #18252
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 Michigan →
Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $11M |
| Employer EIN | 382236295 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wade Trim Group, Inc.)
Sponsor-wide plan assets over time
All Wade Trim Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 36.7503664695901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 503 | $64M |
| 2023 | 1 | 594 | $76M |
| 2024 | 1 | 660 | $87M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Private Client Select Insurance Services LLC 401(k) Retirement in NJ ($87M); by covered participants it is Liberated Brands, LLC 401(k) Plan in CA (660 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
Similar participant headcount
Nearest other-state filings by covered participants (660 participants); asset peers above are excluded.
- Liberated Brands, LLC 401(k) Plan (CA) 660 · 0 off
- Numerica Credit Union Retirement Plan (WA) 660 · 0 off
- Ameriqual 401(k) Plan (IN) 660 · 0 off
- Retirement Savings at Velcro 401(k) Plan (NH) 660 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.