401(k) · DOL Form 5500 · 2024

Wsb & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$124M
Total assets: 804
Participants: 92nd
Percentile by assets: $154,121
Avg per participant

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.

92nd percentile by assets (of 123,622 plans)
#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.

$124M
total plan assets (2024 EOY): 804
covered participants: 92nd
percentile by assets (of 123,622 plans): $154,121
avg assets per participant

Where Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust sits 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 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.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Professional & Technical Services

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust vs the 2024 asset distribution

By assets, Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Wsb & Associates, Inc. plans on file

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.

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Compare Wsb & Associates, Inc. 401(k) New Compar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust assets move in 2024? ▼

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust surged - up 36.8% during 2024, from $91M to $124M. Reported net income was $16M.

How have Wsb & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wsb & Associates, Inc.'s sponsor-wide assets grew 74.7%, from $71M to $124M.

Where does Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust rank by assets among Form 5500 filers? ▼

Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Anduril Industries 401(k) Plan in CA ($124M, 2,193 participants).

Next read for Wsb & Associates, Inc. 401(k) New Compar…

Scale reading

Ways to act on Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust's numbers.

By total assets, Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
Wsb & Associates, Inc.'s sponsor-wide assets have grown 74.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 411820018.