401(k) · DOL Form 5500 · 2024

Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
140
Participants Small participant base
61st
Percentile by assets National rank
$92,107
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Secrest Wardle 401(k)Retirement Plan · Sponsored by Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC · Michigan · Professional & Technical Services

$13M in assets, 140 participants

Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC's Secrest Wardle 401(k)Retirement Plan reported $13M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,117 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Secrest Wardle 401(k)Retirement Plan covers 140 participants in Michigan, about 22% of the average Michigan filer (state average ~638 per filing). Assets: $13M.

#12,117
in Professional & Technical Services (20,173 peers)
+4.5%
assets growth YoY

Secrest Wardle 401(k)Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Secrest Wardle 401(k)Retirement Plan vs every filed plan by assets

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

$12,894,932 Top 39% higher than 61% 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

Secrest Wardle 401(k)Retirement 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. Secrest Wardle 401(k)Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Secrest Wardle 401(k)Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $555K in the plan year 2024 filing.
  • Secrest Wardle 401(k)Retirement Plan reported participants fell from 155 in the plan year 2023 filing to 140 in the plan year 2024 filing.
  • Secrest Wardle 401(k)Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 381863919 · Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC PY 2024 · 401(k)

Secrest Wardle 401(k)Retirement Plan · $13M · 140 · 61st

  • SCH $13M
  • SCH 140
  • SCH 61st
  • SCH 401(k)
  • SCH near Liberty Electronics, Inc. 401(k) Plan
  • SCH ind #12117

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 Michigan →

Secrest Wardle 401(k)Retirement Plan in the asset neighbourhood

Liberty Electronics, Inc. 401(k) PlanLiberty Electronics, Inc. 40…$13MCoblentz Distributing 401(k) PlanCoblentz Distributing 401(k)…$13MCentral Arizona Supply, Inc. 401 (K) PlanCentral Arizona Supply, Inc.…$13MVista Ford Employee Savings/Retirement PlanVista Ford Employee Savings/…$13MSecrest Wardle 401(k)Retirement PlanSecrest Wardle 401(k)Retirem…$13M
End-of-year total assets ($M) among Secrest Wardle 401(k)Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$555K
Employer EIN381863919
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC)

Sponsor-wide plan assets over time

All Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.111874989307207% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $12.9M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 165 $11M
2023 1 155 $12M
2024 1 140 $13M

Nearby 401(k) Plans in Michigan

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

Secrest Wardle 401(k)Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Secrest Wardle 401(k)Retirement Plan, Total assets ($B): 0.012894932 · Participants: 140Secrest Wardle 401(k)Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Secrest Wardle 401(k)Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Secrest Wardle 401(k)Retirement Plan side-by-side with 3 peers →

Secrest Wardle 401(k)Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Liberty Electronics, Inc. 401(k) Plan in PA ($13M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Secrest Wardle 401(k)Retirement Plan assets move in 2024? ▼
Secrest Wardle 401(k)Retirement Plan edged up modestly - up 4.5% during 2024, from $12M to $13M. Reported net income was $555K.
How have Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC's sponsor-wide assets grew 16.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Secrest Wardle 401(k)Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Electronics, Inc. 401(k) Plan in PA ($13M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Secrest Wardle 401(k)Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 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 381863919.

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.