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
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
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.
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
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 731322436 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING 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
| 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.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
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).
- First National Bank of Tennessee 401(k) Profit Sharing Plan (TN) $30M · 151
- Ise Labs, Inc. 401(k) Plan (CA) $30M · 188
- Lucky Brand 401(k) Plan (MA) $30M · 933
- Wi-Tronix, LLC Profit Sharing Plan (IL) $30M · 142
Similar participant headcount
Nearest other-state filings by covered participants (277 participants); asset peers above are excluded.
- Orthowest, P.C. 401(k) Savings Plan (NE) 277 · 0 off
- Centric Health 401(k) Plan (CA) 277 · 0 off
- Finni Health 401(k) Plan (NM) 277 · 0 off
- Akoya Retirement Plan (MA) 277 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.