401(k) · DOL Form 5500 · 2024
Wsb & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 804
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $154,121
- Avg per participant Above avg balance/head
Official DOL plan name: Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust · Sponsored by Wsb & Associates, Inc. · Minnesota · Professional & Technical Services
$124M in assets, 804 participants
Wsb & Associates, Inc.'s Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust reported $124M in total assets and 804 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,761 in Professional & Technical Services (20,173 peers)
Where Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust sits by assets
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust sits in the top 10% of all filed plans by assets, $124M for 804 participants (~$154,121/participant), up 36.8% in 2024.
- #18,761
- in Professional & Technical Services (20,173 peers)
- +36.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust's outsized position by total assets
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$123,913,429 Top 8% higher than 92% 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
Wsb & Associates, Inc. 401(k) New Comparability Plan and 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. Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust sits mid-pack in the medium band (804 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust end-of-year assets rose from $91M in the plan year 2023 filing to $124M in the plan year 2024 filing.
- Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust reported participants rose from 623 in the plan year 2023 filing to 804 in the plan year 2024 filing.
- Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust reported net income fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 411820018 · Wsb & Associates, Inc. PY 2024 · 401(k)
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust · $124M · 804 · 92nd
- PART $124M
- TYPE 804
- NET 92nd
- BOOK 401(k)
- VS-ST near Anduril Industries 401(k) Plan
- BOY ind #18761
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 Minnesota →
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $16M |
| Employer EIN | 411820018 |
| Plan Effective Date | 1998-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wsb & Associates, Inc.)
Sponsor-wide plan assets over time
All Wsb & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 74.66157243894949% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 597 | $71M |
| 2023 | 1 | 623 | $91M |
| 2024 | 1 | 804 | $124M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Anduril Industries 401(k) Plan in CA ($124M); by covered participants it is Police and Fire Federal Credit Union Employees Retirement Plan in PA (804 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Anduril Industries 401(k) Plan (CA) $124M · 2,193
- Viking Global Investors LP 401(k) Plan (CT) $124M · 271
- Foley, Incorporated 401(k) Plan (NJ) $124M · 791
- Munson 401(k) Plan (MI) $124M · 8,479
Similar participant headcount
Nearest other-state filings by covered participants (804 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.