401(k) · DOL Form 5500 · 2024

Wegner Cpas, LLP 401(k) Plan

Data updated 2026-08-11

$32M
Total assets
166
Participants
78th
Percentile by assets
$193,961
Avg per participant
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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.

  • 78th percentile by assets (of 123,622 plans)
  • #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.

$32M
total plan assets (2024 EOY)
166
covered participants
78th
percentile by assets (of 123,622 plans)
$193,961
avg assets per participant

Where Wegner Cpas, LLP Salary Savings Plan sits 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 $2,010,000,000 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

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 →

State
Wisconsin
Industry
Professional & Technical Services

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Wegner Cpas, LLP Salary Savings Plan reports 166 participants - about 29% of that state average ($32M EOY assets).

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)

$20M$25M$30M$35M 202220232024 $25.1M $32.2M ▲ +28.1%
Total plan assets by year, all Wegner Cpas, LLP plans on file
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 ($B) Participants Wegner Cpas, LLP Sal…, Total assets ($B): 0.032197471 · Participants: 166Wegner Cpas, LLP Sal…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wegner Cpas, LLP Salary Savings Plan by total assets, not by location.

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).

Next read for Wegner Cpas, LLP Salary Savings Plan

Filing takeaways

Ways to act on Wegner Cpas, LLP Salary Savings Plan's numbers.

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.