401(k) · DOL Form 5500 · 2024

Wright Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
343
Participants Below avg headcount
38th
Percentile by assets National rank
$11,167
Avg per participant Low balance/head
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Official DOL plan name: Wright Investments, Inc. Retirement Plan · Sponsored by Wright Investments, Inc. · Tennessee · Real Estate

$4M in assets, 343 participants

Wright Investments, Inc.'s Wright Investments, Inc. Retirement Plan reported $4M in total assets and 343 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,649 in Real Estate (4,605 peers)

Coverage in Tennessee

Wright Investments, Inc. Retirement Plan covers 343 participants in Tennessee, about 30% of the average Tennessee filer (state average ~1,126 per filing). Assets: $4M.

#2,649
in Real Estate (4,605 peers)
-19.9%
assets change YoY

The plan reported a net loss of $959K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wright Investments, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Wright Investments, Inc. Retirement Plan vs every filed plan by assets

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

$3,830,325 38th percentile higher than 38% 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

Wright Investments, Inc. 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. Wright Investments, Inc. Retirement Plan sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wright Investments, Inc. Retirement Plan reported net income fell from -$142K in the plan year 2023 filing to -$959K in the plan year 2024 filing.
  • Wright Investments, Inc. Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Wright Investments, Inc. Retirement Plan reported participants rose from 300 in the plan year 2023 filing to 343 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 621144800 · Wright Investments, Inc. PY 2024 · 401(k)

Wright Investments, Inc. Retirement Plan · $4M · 343 · 38th

  • SCH $4M
  • SCH 343
  • SCH 38th
  • SCH 401(k)
  • SCH near Southwest Service Administrators Inc. Bargaining Division 401(k) Plan
  • SCH ind #2649

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 Real Estate retirement plans → · Plans in Tennessee →

Wright Investments, Inc. Retirement Plan in the asset neighbourhood

Wright Investments, Inc. Retirement PlanWright Investments, Inc. Ret…$4MSouthwest Service Administrators Inc. Bargaining Division 401(k) PlanSouthwest Service Administra…$4MHenderson Development Company, Inc. Profit Sharing Plan & TrustHenderson Development Compan…$4MNorris & Associates, Inc. 401(k) PlanNorris & Associates, Inc. 40…$4MEnergyre Services, LLC 401(k) PlanEnergyre Services, LLC 401(k…$4M
End-of-year total assets ($M) among Wright Investments, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$959K
Employer EIN621144800
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wright Investments, Inc.)

Sponsor-wide plan assets over time

All Wright Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.621635336811767% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.95M $3.83M ▼ -22.6%
Year Plans Participants Total Assets
2022 1 228 $5M
2023 1 300 $5M
2024 1 343 $4M

Nearby 401(k) Plans in Tennessee

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

Wright Investments, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Wright Investments, Inc. Retirement Plan, Total assets ($B): 0.003830325 · Participants: 343Wright Investments, Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Wright Investments, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Wright Investments, Inc. Retirement Plan side-by-side with 3 peers →

Wright Investments, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Southwest Service Administrators Inc. Bargaining Division 401(k) Plan in AZ ($4M); by covered participants it is The Verescence 401(k) Plan in GA (343 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Wright Investments, Inc. Retirement Plan assets move in 2024? ▼
Wright Investments, Inc. Retirement Plan declined sharply - down 19.9% during 2024, from $5M to $4M. Reported net income was -$959K.
How have Wright Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wright Investments, Inc.'s sponsor-wide assets declined 22.6%, from $5M to $4M.
Which 401(k) plans are similar in size to Wright Investments, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Service Administrators Inc. Bargaining Division 401(k) Plan in AZ ($4M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Wright Investments, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Verescence 401(k) Plan in GA (343 participants, $17M 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 621144800.

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.