401(k) · DOL Form 5500 · 2024

Wgm Group, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
111
Participants Small participant base
69th
Percentile by assets National rank
$172,507
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wgm Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Wgm Group, Inc. · Montana · Professional & Technical Services

$19M in assets, 111 participants

Wgm Group, Inc.'s Wgm Group, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,830 in Professional & Technical Services (20,173 peers)

Coverage in Montana

Wgm Group, Inc. 401(k) Profit Sharing Plan covers 111 participants in Montana, about 41% of the average Montana filer (state average ~271 per filing). Assets: $19M.

#13,830
in Professional & Technical Services (20,173 peers)
+15.5%
assets growth YoY

Wgm Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Wgm Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,148,223 Top 31% higher than 69% 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

Wgm Group, Inc. 401(k) Profit Sharing 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. Wgm Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wgm Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Wgm Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Wgm Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 114 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810382876 · Wgm Group, Inc. PY 2024 · 401(k)

Wgm Group, Inc. 401(k) Profit Sharing Plan · $19M · 111 · 69th

  • IND $19M
  • IND 111
  • IND 69th
  • IND 401(k)
  • IND near Security First Managers LLC 401(k) Profit Sharing Plan and Trust
  • IND ind #13830

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 Montana →

Wgm Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wgm Group, Inc. 401(k) Profit Sharing PlanWgm Group, Inc. 401(k) Profi…$19MSecurity First Managers LLC 401(k) Profit Sharing Plan and TrustSecurity First Managers LLC …$19MThe Anver Corporation 401(k) PlanThe Anver Corporation 401(k)…$19MStine, LLC 401(k) Profit Sharing PlanStine, LLC 401(k) Profit Sha…$19MClarity Media Group 401(k) PlanClarity Media Group 401(k) P…$19M
End-of-year total assets ($M) among Wgm Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN810382876
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wgm Group, Inc.)

Sponsor-wide plan assets over time

All Wgm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 51.29307136686341% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.7M $19.2M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 103 $13M
2023 1 114 $17M
2024 1 111 $19M

Nearby 401(k) Plans in Montana

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

Wgm Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Wgm Group, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 19.148223 · Participants: 111Wgm Group, Inc. 401(k) Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Wgm Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Wgm Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wgm Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Security First Managers LLC 401(k) Profit Sharing Plan and Trust in FL ($19M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Wgm Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Wgm Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.5% during 2024, from $17M to $19M. Reported net income was $3M.
How have Wgm Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wgm Group, Inc.'s sponsor-wide assets grew 51.3%, from $13M to $19M.
Which 401(k) plans are similar in size to Wgm Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security First Managers LLC 401(k) Profit Sharing Plan and Trust in FL ($19M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Wgm Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810382876.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.