401(k) · DOL Form 5500 · 2024
Wittenstein, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $228,061
- Avg per participant Above avg balance/head
Official DOL plan name: US Wittenstein Group Employees' Retirement and Savings Plan & Trust · Sponsored by Wittenstein, Inc. · Illinois · Wholesale Trade
$24M in assets, 105 participants
Wittenstein, Inc.'s US Wittenstein Group Employees' Retirement and Savings Plan & Trust reported $24M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #4,300 in Wholesale Trade (6,080 peers)
Coverage in Illinois
US Wittenstein Group Employees' Retirement and Savings Plan & Trust covers 105 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $24M.
- #4,300
- in Wholesale Trade (6,080 peers)
- +7.5%
- assets growth YoY
US Wittenstein Group Employees' Retirement and Savings Plan & Trust's outsized position by total assets
US Wittenstein Group Employees' Retirement and Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,946,440 Top 26% higher than 74% 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
US Wittenstein Group Employees' Retirement and Savings Plan & Trust 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. US Wittenstein Group Employees' Retirement and Savings Plan & Trust sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- US Wittenstein Group Employees' Retirement and Savings Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- US Wittenstein Group Employees' Retirement and Savings Plan & Trust end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311358180 · Wittenstein, Inc. PY 2024 · 401(k)
US Wittenstein Group Employees' Retirement and Savings Plan & Trust · $24M · 105 · 74th
- EBSA $24M
- EBSA 105
- EBSA 74th
- EBSA 401(k)
- EBSA near Ivalua, Inc. 401(k) Plan
- EBSA ind #4300
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 Wholesale Trade retirement plans → · Plans in Illinois →
US Wittenstein Group Employees' Retirement and Savings Plan & Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 311358180 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wittenstein, Inc.)
Sponsor-wide plan assets over time
All Wittenstein, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 27.231274961891355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $19M |
| 2023 | 1 | 105 | $22M |
| 2024 | 1 | 105 | $24M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
US Wittenstein Group Employees' Retirement and Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Ivalua, Inc. 401(k) Plan in CA ($24M); by covered participants it is Boys & Girls Clubs of St. Lucie County 401(k) Plan in FL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Ivalua, Inc. 401(k) Plan (CA) $24M · 210
- Manufacturers Bank Retirement Plan (IA) $24M · 122
- Jtl Leasing Flp 401(k) Plan (KS) $24M · 329
- Scantibodies Laboratory, Inc 401(k) Profit Sharing Plan (CA) $24M · 127
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
- Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.