401(k) · DOL Form 5500 · 2024

Wake Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$835K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$208,658
Avg per participant Above avg balance/head
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Official DOL plan name: Wake Financial Group, Inc. Profit Sharing Plan and Trust · Sponsored by Wake Financial Group, Inc. · Texas · Finance & Insurance

$835K in assets, 4 participants

Wake Financial Group, Inc.'s Wake Financial Group, Inc. Profit Sharing Plan and Trust reported $835K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,031 in Finance & Insurance (8,549 peers)

Wake Financial Group, Inc. multi-year trail

Wake Financial Group, Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Wake Financial Group, Inc. Profit Sharing Plan and Trust at $835K / 4 participants.

#1,031
in Finance & Insurance (8,549 peers)
+15.0%
assets growth YoY

Wake Financial Group, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

Wake Financial Group, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$834,630 22nd percentile higher than 22% 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

Wake Financial Group, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wake Financial Group, Inc. Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wake Financial Group, Inc. Profit Sharing Plan and Trust reported net income fell from $112K in the plan year 2023 filing to $77K in the plan year 2024 filing.
  • Wake Financial Group, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $726K in the plan year 2023 filing to $835K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751961778 · Wake Financial Group, Inc. PY 2024 · 401(k)

Wake Financial Group, Inc. Profit Sharing Plan and Trust · $835K · 4 · 22nd

  • 5500 $835K
  • 5500 4
  • 5500 22nd
  • 5500 401(k)
  • 5500 near Saints Investments, Inc. 401(k) Plan
  • 5500 ind #1031

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 Finance & Insurance retirement plans → · Plans in Texas →

Wake Financial Group, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Wake Financial Group, Inc. Profit Sharing Plan and TrustWake Financial Group, Inc. P…$835KSaints Investments, Inc. 401(k) PlanSaints Investments, Inc. 401…$835KEleni Kelakos Enterprises Ltd 401(k) Profit Sharing PlanEleni Kelakos Enterprises Lt…$835KCraighouse Management, Inc. 401(k) PlanCraighouse Management, Inc. …$834KNext(K) Retirement Solutions$835K
End-of-year total assets ($M) among Wake Financial Group, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wake Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wake Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$835K 35.99346941967777% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.61M $0.83M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 4 $614K
2023 1 4 $726K
2024 1 4 $835K

Wake Financial Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$726K
Net Assets (End of Year)$803K
Net Income$77K
Employer EIN751961778
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Wake Financial Group, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wake Financial Group, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.00083463 · Participants: 4Wake Financial Group, Inc. Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Wake Financial Group, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wake Financial Group, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Wake Financial Group, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Saints Investments, Inc. 401(k) Plan in SC ($835K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($835K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Wake Financial Group, Inc. Profit Sharing Plan and Trust assets move in 2024? ▼
Wake Financial Group, Inc. Profit Sharing Plan and Trust grew at a solid clip - up 15.0% during 2024, from $726K to $835K. Reported net income was $77K.
How have Wake Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wake Financial Group, Inc.'s sponsor-wide assets grew 36.0%, from $614K to $835K.
Where does Wake Financial Group, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Wake Financial Group, Inc. Profit Sharing Plan and Trust ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Wake Financial Group, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Saints Investments, Inc. 401(k) Plan in SC ($835K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Wake Financial Group, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 751961778.

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.