401(k) · DOL Form 5500 · 2024
Wagner, Falconer, and Judd, Ltd. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $100,486
- Avg per participant Below avg balance/head
Official DOL plan name: Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust · Sponsored by Wagner, Falconer, and Judd, Ltd. · Minnesota · Professional & Technical Services
$6M in assets, 56 participants
Wagner, Falconer, and Judd, Ltd.'s Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust reported $6M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,446 in Professional & Technical Services (20,173 peers)
2024 asset change
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust grew at a solid clip 11.3% in 2024 ($5M → $6M) for 56 participants.
- #8,446
- in Professional & Technical Services (20,173 peers)
- +11.3%
- assets growth YoY
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,627,242 44th percentile higher than 44% 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
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust reported net income rose from -$264K in the plan year 2023 filing to $572K in the plan year 2024 filing.
- Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust reported participants rose from 52 in the plan year 2023 filing to 56 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410984139 · Wagner, Falconer, and Judd, Ltd. PY 2024 · 401(k)
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust · $6M · 56 · 44th
- IND $6M
- EOY 56
- 5500 44th
- ASSETS 401(k)
- PCT near Stewart Martin Dudley & Webb P 401(k) Profit Sharing Plan & Trust
- EIN ind #8446
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 Minnesota →
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust in the asset neighbourhood
Wagner, Falconer, and Judd, Ltd. years around the 2024 move
Sponsor-wide plan assets over time
All Wagner, Falconer, and Judd, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 5.780912282126445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $5M |
| 2023 | 1 | 52 | $5M |
| 2024 | 1 | 56 | $6M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $572K |
| Employer EIN | 410984139 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
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
Wagner, Falconer, and Judd Ltd Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Stewart Martin Dudley & Webb P 401(k) Profit Sharing Plan & Trust in TX ($6M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 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.