401(k) · DOL Form 5500 · 2024
Waelz Sustainable Products LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $14,584
- Avg per participant Low balance/head
Official DOL plan name: Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Waelz Sustainable Products LLC · Indiana · Manufacturing
$2M in assets, 105 participants
Waelz Sustainable Products LLC's Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #2,144 in Manufacturing (17,777 peers)
Coverage in Indiana
Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust covers 105 participants in Indiana, about 19% of the average Indiana filer (state average ~541 per filing). Assets: $2M.
- #2,144
- in Manufacturing (17,777 peers)
- +38.9%
- assets growth YoY
Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,531,286 27th percentile higher than 27% 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
Waelz Sustainable Products 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. Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $554K in the plan year 2023 filing to $428K in the plan year 2024 filing.
- Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 96 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 833818956 · Waelz Sustainable Products LLC PY 2024 · 401(k)
Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust · $2M · 105 · 27th
- PART $2M
- TYPE 105
- NET 27th
- BOOK 401(k)
- VS-ST near Skyward Management Retirement Plan
- BOY ind #2144
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 Manufacturing retirement plans → · Plans in Indiana →
Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $428K |
| Employer EIN | 833818956 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waelz Sustainable Products LLC)
Sponsor-wide plan assets over time
All Waelz Sustainable Products LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 38.85336341412105% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 96 | $1M |
| 2024 | 1 | 105 | $2M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Skyward Management Retirement Plan in AZ ($2M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.