401(k) · DOL Form 5500 · 2024

Wallace Design Collective, PC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
277
Participants Below avg headcount
78th
Percentile by assets National rank
$109,910
Avg per participant Below avg balance/head
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Official DOL plan name: Wallace Design Collective, PC 401(k) Retirement Plan · Sponsored by Wallace Design Collective, PC · Oklahoma · Professional & Technical Services

$30M in assets, 277 participants

Wallace Design Collective, PC's Wallace Design Collective, PC 401(k) Retirement Plan reported $30M in total assets and 277 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,655 in Professional & Technical Services (20,173 peers)

Coverage in Oklahoma

Wallace Design Collective, PC 401(k) Retirement Plan covers 277 participants in Oklahoma, about 36% of the average Oklahoma filer (state average ~760 per filing). Assets: $30M.

#15,655
in Professional & Technical Services (20,173 peers)
+15.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wallace Design Collective, PC 401(k) Retirement Plan's outsized position by total assets

Wallace Design Collective, PC 401(k) Retirement Plan vs every filed plan by assets

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

$30,444,992 Top 22% higher than 78% 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 Design Collective, PC 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. Wallace Design Collective, PC 401(k) Retirement Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wallace Design Collective, PC 401(k) Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Wallace Design Collective, PC 401(k) Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Wallace Design Collective, PC 401(k) Retirement Plan reported participants rose from 245 in the plan year 2023 filing to 277 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 731322436 · Wallace Design Collective, PC PY 2024 · 401(k)

Wallace Design Collective, PC 401(k) Retirement Plan · $30M · 277 · 78th

  • RANK $30M
  • PHOTO 277
  • IND 78th
  • EOY 401(k)
  • 5500 near First National Bank of Tennessee 401(k) Profit Sharing Plan
  • ASSETS ind #15655

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 Oklahoma →

Wallace Design Collective, PC 401(k) Retirement Plan in the asset neighbourhood

Lucky Brand 401(k) Plan$30MWi-Tronix, LLC Profit Sharing PlanWi-Tronix, LLC Profit Sharin…$30MWallace Design Collective, PC 401(k) Retirement PlanWallace Design Collective, P…$30MFirst National Bank of Tennessee 401(k) Profit Sharing PlanFirst National Bank of Tenne…$30MIse Labs, Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Wallace Design Collective, PC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN731322436
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wallace Design Collective, PC)

Sponsor-wide plan assets over time

All Wallace Design Collective, PC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 54.63051601148751% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.7M $30.4M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 188 $20M
2023 1 245 $26M
2024 1 277 $30M

Nearby 401(k) Plans in Oklahoma

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

Wallace Design Collective, PC 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Wallace Design Collective, PC 401(k) Retirement Plan, Total assets ($B): 0.030444992 · Participants: 277Wallace Design Collective, PC 401(k) Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Wallace Design Collective, PC 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Wallace Design Collective, PC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is First National Bank of Tennessee 401(k) Profit Sharing Plan in TN ($30M); by covered participants it is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Design Collective, PC 401(k) Retirement Plan assets move in 2024?
Wallace Design Collective, PC 401(k) Retirement Plan grew sharply - up 15.9% during 2024, from $26M to $30M. Reported net income was $4M.
How have Wallace Design Collective, PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Wallace Design Collective, PC's sponsor-wide assets grew 54.6%, from $20M to $30M.
Where does Wallace Design Collective, PC 401(k) Retirement Plan rank by assets among Form 5500 filers?
Wallace Design Collective, PC 401(k) Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wallace Design Collective, PC 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is First National Bank of Tennessee 401(k) Profit Sharing Plan in TN ($30M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Wallace Design Collective, PC 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants, N/A in assets).