401(k) · DOL Form 5500 · 2024

Wegner Cpas, LLP 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
166
Participants Small participant base
78th
Percentile by assets National rank
$193,961
Avg per participant Above avg balance/head
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Official DOL plan name: Wegner Cpas, LLP Salary Savings Plan · Sponsored by Wegner Cpas, LLP · Wisconsin · Professional & Technical Services

$32M in assets, 166 participants

Wegner Cpas, LLP's Wegner Cpas, LLP Salary Savings Plan reported $32M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,846 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Wegner Cpas, LLP Salary Savings Plan covers 166 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $32M.

#15,846
in Professional & Technical Services (20,173 peers)
+16.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wegner Cpas, LLP Salary Savings Plan's outsized position by total assets

Wegner Cpas, LLP Salary Savings Plan vs every filed plan by assets

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

$32,197,471 Top 22% higher than 78% 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

Wegner Cpas, LLP Salary 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. Wegner Cpas, LLP Salary Savings Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wegner Cpas, LLP Salary Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Wegner Cpas, LLP Salary Savings Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Wegner Cpas, LLP Salary Savings Plan reported participants fell from 169 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390974031 · Wegner Cpas, LLP PY 2024 · 401(k)

Wegner Cpas, LLP Salary Savings Plan · $32M · 166 · 78th

  • EBSA $32M
  • EBSA 166
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Opengov, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #15846

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 Wisconsin →

Wegner Cpas, LLP Salary Savings Plan in the asset neighbourhood

Wegner Cpas, LLP Salary Savings PlanWegner Cpas, LLP Salary Savi…$32MOpengov, Inc. 401(k) Profit Sharing PlanOpengov, Inc. 401(k) Profit …$32MCmi Vantage Partners 401(k) Profit Sharing PlanCmi Vantage Partners 401(k) …$32MAdvanced Digital Data Inc. Employee Savings PlanAdvanced Digital Data Inc. E…$32MProfit Sharing Plan of Bfs, Inc.Profit Sharing Plan of Bfs, …$32M
End-of-year total assets ($M) among Wegner Cpas, LLP Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN390974031
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wegner Cpas, LLP)

Sponsor-wide plan assets over time

All Wegner Cpas, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$32M 28.058230980785144% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.1M $32.2M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 157 $25M
2023 1 169 $28M
2024 1 166 $32M

Nearby 401(k) Plans in Wisconsin

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

Wegner Cpas, LLP Salary Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wegner Cpas, LLP Salary Savings Plan, Total assets ($B): 0.032197471 · Participants: 166Wegner Cpas, LLP Salary Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Wegner Cpas, LLP Salary Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wegner Cpas, LLP Salary Savings Plan side-by-side with 3 peers →

Wegner Cpas, LLP Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Opengov, Inc. 401(k) Profit Sharing Plan in CA ($32M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Wegner Cpas, LLP Salary Savings Plan assets move in 2024? ▼
Wegner Cpas, LLP Salary Savings Plan grew sharply - up 16.1% during 2024, from $28M to $32M. Reported net income was $4M.
How have Wegner Cpas, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wegner Cpas, LLP's sponsor-wide assets grew 28.1%, from $25M to $32M.
Where does Wegner Cpas, LLP Salary Savings Plan rank by assets among Form 5500 filers? ▼
Wegner Cpas, LLP Salary Savings Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wegner Cpas, LLP Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Opengov, Inc. 401(k) Profit Sharing Plan in CA ($32M, 581 participants).
Which 401(k) plans cover a similar participant headcount to Wegner Cpas, LLP Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 390974031.

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.