401(k) · DOL Form 5500 · 2024

Wallace, Roberts & Todd, L.L.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
122
Participants Small participant base
70th
Percentile by assets National rank
$160,363
Avg per participant Above avg balance/head
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Official DOL plan name: Wallace Roberts & Todd, L.L.C. 401(k) Plan · Sponsored by Wallace, Roberts & Todd, L.L.C. · Pennsylvania · Professional & Technical Services

$20M in assets, 122 participants

Wallace, Roberts & Todd, L.L.C.'s Wallace Roberts & Todd, L.L.C. 401(k) Plan reported $20M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,930 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Wallace Roberts & Todd, L.L.C. 401(k) Plan covers 122 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#13,930
in Professional & Technical Services (20,173 peers)
-0.6%
assets change YoY

The plan reported a net loss of $111K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wallace Roberts & Todd, L.L.C. 401(k) Plan's outsized position by total assets

Wallace Roberts & Todd, L.L.C. 401(k) Plan vs every filed plan by assets

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

$19,564,225 Top 30% higher than 70% 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

Wallace Roberts & Todd, L.L.C. 401(k) 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. Wallace Roberts & Todd, L.L.C. 401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wallace Roberts & Todd, L.L.C. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$111K in the plan year 2024 filing.
  • Wallace Roberts & Todd, L.L.C. 401(k) Plan reported participants rose from 115 in the plan year 2023 filing to 122 in the plan year 2024 filing.
  • Wallace Roberts & Todd, L.L.C. 401(k) Plan end-of-year assets fell from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231615241 · Wallace, Roberts & Todd, L.L.C. PY 2024 · 401(k)

Wallace Roberts & Todd, L.L.C. 401(k) Plan · $20M · 122 · 70th

  • EIN $20M
  • EIN 122
  • EIN 70th
  • EIN 401(k)
  • EIN near Riverside Metro Auto Group 401(k) Plan
  • EIN ind #13930

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 Pennsylvania →

Wallace Roberts & Todd, L.L.C. 401(k) Plan in the asset neighbourhood

Southwest Texas Equipment Distributors, Inc. Profit Sharing PlanSouthwest Texas Equipment Di…$20MVolunteer Behavioral Health Salary Reduction Profit Sharing PlanVolunteer Behavioral Health …$20MWallace Roberts & Todd, L.L.C. 401(k) PlanWallace Roberts & Todd, L.L.…$20MRiverside Metro Auto Group 401(k) PlanRiverside Metro Auto Group 4…$20MGary W. Clem, Inc. Dba Almaco Retirement PlanGary W. Clem, Inc. Dba Almac…$20M
End-of-year total assets ($M) among Wallace Roberts & Todd, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$111K
Employer EIN231615241
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallace, Roberts & Todd, L.L.C.)

Sponsor-wide plan assets over time

All Wallace, Roberts & Todd, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 23.86420602399585% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.8M $19.6M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 98 $16M
2023 1 115 $20M
2024 1 122 $20M

Nearby 401(k) Plans in Pennsylvania

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

Wallace Roberts & Todd, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Wallace Roberts & Todd, L.L.C. 401(k) Plan, Total assets ($B): 0.019564225 · Participants: 122Wallace Roberts & Todd, L.L.C. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Wallace Roberts & Todd, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wallace Roberts & Todd, L.L.C. 401(k) Plan side-by-side with 3 peers →

Wallace Roberts & Todd, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Riverside Metro Auto Group 401(k) Plan in CA ($20M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Wallace Roberts & Todd, L.L.C. 401(k) Plan assets move in 2024? ▼
Wallace Roberts & Todd, L.L.C. 401(k) Plan held essentially flat - down 0.6% during 2024, from $20M to $20M. Reported net income was -$111K.
How have Wallace, Roberts & Todd, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wallace, Roberts & Todd, L.L.C.'s sponsor-wide assets grew 23.9%, from $16M to $20M.
Which 401(k) plans are similar in size to Wallace Roberts & Todd, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riverside Metro Auto Group 401(k) Plan in CA ($20M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Wallace Roberts & Todd, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M 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 231615241.

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.