401(k) · DOL Form 5500 · 2024

Bertram Inn 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
31st
Percentile by assets National rank
$20,846
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wolstein Group 401(k) Profit Sharing Plan & Trust · Sponsored by Bertram Inn · Ohio · Food Services & Accommodation

$2M in assets, 114 participants

Bertram Inn's Wolstein Group 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,450 in Food Services & Accommodation (3,672 peers)

Coverage in Ohio

Wolstein Group 401(k) Profit Sharing Plan & Trust covers 114 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#2,450
in Food Services & Accommodation (3,672 peers)
+13.2%
assets growth YoY

Wolstein Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Wolstein Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,376,482 31st percentile higher than 31% 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

Wolstein Group 401(k) Profit Sharing Plan & 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. Wolstein Group 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wolstein Group 401(k) Profit Sharing Plan & Trust reported net income fell from $328K in the plan year 2023 filing to $277K in the plan year 2024 filing.
  • Wolstein Group 401(k) Profit Sharing Plan & Trust reported participants rose from 99 in the plan year 2023 filing to 114 in the plan year 2024 filing.
  • Wolstein Group 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341900270 · Bertram Inn PY 2024 · 401(k)

Wolstein Group 401(k) Profit Sharing Plan & Trust · $2M · 114 · 31st

  • BOY $2M
  • BOY 114
  • BOY 31st
  • BOY 401(k)
  • BOY near Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust
  • BOY ind #2450

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Wolstein Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wolstein Group 401(k) Profit Sharing Plan & TrustWolstein Group 401(k) Profit…$2MDemocratic Party of Wisconsin 401(k) Profit Sharing Plan & TrustDemocratic Party of Wisconsi…$2MDominion Air, Inc. 401(k) PlanDominion Air, Inc. 401(k) Pl…$2MNealon Transportation, Inc. 401(k) Profit Sharing PlanNealon Transportation, Inc. …$2MLast Call Media Retirement PlanLast Call Media Retirement P…$2M
End-of-year total assets ($M) among Wolstein Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$277K
Employer EIN341900270
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertram Inn)

Sponsor-wide plan assets over time

All Bertram Inn plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.12259230768797% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.77M $2.38M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 94 $2M
2023 1 99 $2M
2024 1 114 $2M

Nearby 401(k) Plans in Ohio

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

Wolstein Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wolstein Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002376482 · Participants: 114Wolstein Group 401(k) Profit Sharing Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Wolstein Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wolstein Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wolstein Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI ($2M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Wolstein Group 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Wolstein Group 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.2% during 2024, from $2M to $2M. Reported net income was $277K.
How have Bertram Inn plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertram Inn's sponsor-wide assets grew 34.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Wolstein Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI ($2M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Wolstein Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 341900270.

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.