401(k) · DOL Form 5500 · 2024

Wardlaw Claims Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
249
Participants Below avg headcount
29th
Percentile by assets National rank
$7,548
Avg per participant Low balance/head
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Official DOL plan name: Wardlaw Companies 401(k) Plan · Sponsored by Wardlaw Claims Services, LLC · Texas · Professional & Technical Services

$2M in assets, 249 participants

Wardlaw Claims Services, LLC's Wardlaw Companies 401(k) Plan reported $2M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,921 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Wardlaw Companies 401(k) Plan covers 249 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#4,921
in Professional & Technical Services (20,173 peers)
+31.5%
assets growth YoY

Wardlaw Companies 401(k) Plan among the smaller filed plans by assets

Wardlaw Companies 401(k) Plan vs every filed plan by assets

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

$1,879,367 29th percentile higher than 29% 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

Wardlaw Companies 401(k) 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. Wardlaw Companies 401(k) Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wardlaw Companies 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wardlaw Companies 401(k) Plan reported net income fell from $655K in the plan year 2023 filing to $450K in the plan year 2024 filing.
  • Wardlaw Companies 401(k) Plan reported participants fell from 275 in the plan year 2023 filing to 249 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742674209 · Wardlaw Claims Services, LLC PY 2024 · 401(k)

Wardlaw Companies 401(k) Plan · $2M · 249 · 29th

  • EOY $2M
  • 5500 249
  • ASSETS 29th
  • PCT 401(k)
  • EIN near Windy Ridge Dairy, LLC 401(k) Profit Sharing Plan
  • RANK ind #4921

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 Texas →

Wardlaw Companies 401(k) Plan in the asset neighbourhood

Wardlaw Companies 401(k) Plan$2MWindy Ridge Dairy, LLC 401(k) Profit Sharing PlanWindy Ridge Dairy, LLC 401(k…$2MBison Employee Retirement PlanBison Employee Retirement Pl…$2MCovenant Pediatrics 401(k) PlanCovenant Pediatrics 401(k) P…$2MFrank Gale Bails Murcko & Pocr 401(k) Profit Sharing Plan & TrustFrank Gale Bails Murcko & Po…$2M
End-of-year total assets ($M) among Wardlaw Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$450K
Employer EIN742674209
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wardlaw Claims Services, LLC)

Sponsor-wide plan assets over time

All Wardlaw Claims Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 142.51743035921444% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.77M $1.88M ▲ +144.2%
Year Plans Participants Total Assets
2022 1 196 $775K
2023 1 275 $1M
2024 1 249 $2M

Nearby 401(k) Plans in Texas

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

Wardlaw Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Wardlaw Companies 401(k) Plan, Total assets ($B): 0.001879367 · Participants: 249Wardlaw Companies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Wardlaw Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Wardlaw Companies 401(k) Plan side-by-side with 3 peers →

Wardlaw Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Windy Ridge Dairy, LLC 401(k) Profit Sharing Plan in IN ($2M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Wardlaw Companies 401(k) Plan assets move in 2024? ▼
Wardlaw Companies 401(k) Plan surged - up 31.5% during 2024, from $1M to $2M. Reported net income was $450K.
How have Wardlaw Claims Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wardlaw Claims Services, LLC's sponsor-wide assets grew 142.5%, from $775K to $2M.
Which 401(k) plans are similar in size to Wardlaw Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Windy Ridge Dairy, LLC 401(k) Profit Sharing Plan in IN ($2M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Wardlaw Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Treeline Inc. 401(k) Plan in CA (249 participants, $29K 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 742674209.

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.