401(k) · DOL Form 5500 · 2024
Wealth Enhancement Group, LLC 401(k) Plan
Data updated 2026-08-25
- $199M
- Total assets Near avg plan size
- 1,277
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $155,498
- Avg per participant Above avg balance/head
Official DOL plan name: Wealth Enhancement Group 401(k) Plan · Sponsored by Wealth Enhancement Group, LLC · Minnesota · Finance & Insurance
$199M in assets, 1,277 participants
Wealth Enhancement Group, LLC's Wealth Enhancement Group 401(k) Plan reported $199M in total assets and 1,277 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,763 in Finance & Insurance (8,549 peers)
Where Wealth Enhancement Group 401(k) Plan sits by assets
Wealth Enhancement Group 401(k) Plan sits in the top 10% of all filed plans by assets, $199M for 1,277 participants (~$155,498/participant), up 34.9% in 2024.
- #7,763
- in Finance & Insurance (8,549 peers)
- +34.9%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Wealth Enhancement Group 401(k) Plan's outsized position by total assets
Wealth Enhancement Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$198,570,582 Top 6% higher than 94% 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
Wealth Enhancement Group 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wealth Enhancement Group 401(k) Plan lands in the large band (1,277 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wealth Enhancement Group 401(k) Plan end-of-year assets rose from $147M in the plan year 2023 filing to $199M in the plan year 2024 filing.
- Wealth Enhancement Group 401(k) Plan reported participants rose from 1,096 in the plan year 2023 filing to 1,277 in the plan year 2024 filing.
- Wealth Enhancement Group 401(k) Plan reported net income rose from $45M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 753100788 · Wealth Enhancement Group, LLC PY 2024 · 401(k)
Wealth Enhancement Group 401(k) Plan · $199M · 1,277 · 94th
- VS-ST $199M
- VS-ST 1,277
- VS-ST 94th
- VS-ST 401(k)
- VS-ST near Alarm.Com 401(k) Plan
- VS-ST ind #7763
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Wealth Enhancement Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | $51M |
| Employer EIN | 753100788 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wealth Enhancement Group, LLC)
Sponsor-wide plan assets over time
All Wealth Enhancement Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $199M 95.21608446051195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 853 | $102M |
| 2023 | 1 | 1,096 | $147M |
| 2024 | 1 | 1,277 | $199M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Wealth Enhancement Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Alarm.Com 401(k) Plan in VA ($199M); by covered participants it is Calavo Growers, Inc. Retirement Plan in CA (1,277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199M here).
- Alarm.Com 401(k) Plan (VA) $199M · 1,824
- Securitas Technology Corporation 401(k) Savings Plan (CA) $199M · 3,924
- Pedernales Electric Cooperative Inc. Employees 401(k) Savings Plan (TX) $199M · 946
- The Kraft Group Retirement and 401(k) Plan (MA) $199M · 4,011
Similar participant headcount
Nearest other-state filings by covered participants (1,277 participants); asset peers above are excluded.
- Calavo Growers, Inc. Retirement Plan (CA) 1,277 · 0 off
- Ag-Pro Companies 401(k) Plan (GA) 1,277 · 0 off
- Construction Employees Group Profit Sharing Plan (ND) 1,277 · 0 off
- Direct Supply, Inc. 401(k) Retirement Savings Plan (WI) 1,277 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.