401(k)
2024 plan-year 401(k) DOL Form 5500

Wiggin & Dana Retirement and Savings Plan for Partners & Staff

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Wiggin & Dana LLP · Connecticut · Professional & Technical Services

What the 2023 filing shows

Wiggin & Dana Retirement and Savings Plan for Partners & Staff holds $131M for 197 participants — about $664,604 per participant, up 6.2% over the 2024 plan year.

$131M
total plan assets (2024 EOY)
197
covered participants
$664,604
avg assets per participant
+6.2%
assets growth YoY
Total Assets (2023)
$131M
Participants
197
State
Industry
Professional & Technical Services

What the Filing Says About Wiggin & Dana Retirement and Savings Plan for Partners & Staff

Wiggin & Dana Retirement and Savings Plan for Partners & Staff is a 401(k) retirement plan sponsored by Wiggin & Dana LLP, headquartered in Connecticut. As of the 2024 Form 5500 filing, the plan reports $131M in total end-of-year assets and covers 197 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060590100, and the plan has been effective since 1969-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $123M at the beginning of 2024 to $131M at year-end — a gain of 6.2%. Net assets (after liabilities) closed the year at $131M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$123M
Total Assets (End of Year)$131M
Net Assets (End of Year)$131M
Net Income$8M
Plan Type401(k)
Employer EIN060590100
Plan Effective Date1969-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wiggin & Dana LLP)

Year Plans Participants Total Assets
2022 1 158 $107M
2023 1 175 $123M
2024 1 197 $131M

Nearby 401(k) Plans in Connecticut

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

Frequently Asked Questions

How much money is in the Wiggin & Dana Retirement and Savings Plan for Partners & Staff?
As of the 2024 Form 5500 filing, Wiggin & Dana Retirement and Savings Plan for Partners & Staff holds $131M in total assets with 197 participants. It is sponsored by Wiggin & Dana LLP.
What type of plan is Wiggin & Dana Retirement and Savings Plan for Partners & Staff?
Wiggin & Dana Retirement and Savings Plan for Partners & Staff is a 401(k) plan. It has been effective since 1969-12-01. The plan is filed with the U.S. Department of Labor under EIN 060590100.
Who sponsors the Wiggin & Dana Retirement and Savings Plan for Partners & Staff?
Wiggin & Dana Retirement and Savings Plan for Partners & Staff is sponsored by Wiggin & Dana LLP, located in Connecticut. The sponsor's EIN is 060590100 and the plan operates in the Professional & Technical Services industry.
How did Wiggin & Dana Retirement and Savings Plan for Partners & Staff perform in 2024?
Wiggin & Dana Retirement and Savings Plan for Partners & Staff grew by 6.2% during 2024, moving from $123M to $131M in total assets. Net income was $8M.
Where can I find official filings for Wiggin & Dana Retirement and Savings Plan for Partners & Staff?
Official Form 5500 filings for Wiggin & Dana Retirement and Savings Plan for Partners & Staff are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060590100 or plan name at efast.dol.gov.
How does Wiggin & Dana Retirement and Savings Plan for Partners & Staff compare to other plans?
You can compare Wiggin & Dana Retirement and Savings Plan for Partners & Staff against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 060590100.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.