401(k) · DOL Form 5500 · 2024

Wsrp Advisory, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
96
Participants Small participant base
64th
Percentile by assets National rank
$155,967
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Wsrp Advisory, LLC 401(k) Profit Sharing Plan · Sponsored by Wsrp Advisory, LLC · Utah · Professional & Technical Services

$15M in assets, 96 participants

Wsrp Advisory, LLC's Wsrp Advisory, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,811 in Professional & Technical Services (20,173 peers)

2024 asset change

Wsrp Advisory, LLC 401(k) Profit Sharing Plan surged 49.1% in 2024 ($10M → $15M) for 96 participants.

#12,811
in Professional & Technical Services (20,173 peers)
+49.1%
assets growth YoY

Wsrp Advisory, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wsrp Advisory, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,972,857 Top 36% higher than 64% 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

Wsrp Advisory, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wsrp Advisory, LLC 401(k) Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 990841184 · Wsrp Advisory, LLC PY 2024 · 401(k)

Wsrp Advisory, LLC 401(k) Profit Sharing Plan · $15M · 96 · 64th

  • BOY $15M
  • SCH 96
  • EBSA 64th
  • PART 401(k)
  • TYPE near Metrica, Inc. 401(k) Retirement Plan
  • NET ind #12811

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 Utah →

Wsrp Advisory, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Wsrp Advisory, LLC 401(k) Profit Sharing PlanWsrp Advisory, LLC 401(k) Pr…$15MMetrica, Inc. 401(k) Retirement PlanMetrica, Inc. 401(k) Retirem…$15MFelix Construction Company 401(k) Retirement PlanFelix Construction Company 4…$15MPacifica Hospital of the Valley 401(k) PlanPacifica Hospital of the Val…$15MEdtec, Inc. Profit Sharing and 401(k) PlanEdtec, Inc. Profit Sharing a…$15M
End-of-year total assets ($M) among Wsrp Advisory, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN990841184
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Wsrp Advisory, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Wsrp Advisory, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014972857 · Participants: 96Wsrp Advisory, LLC 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Wsrp Advisory, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Wsrp Advisory, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wsrp Advisory, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Metrica, Inc. 401(k) Retirement Plan in TX ($15M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Wsrp Advisory, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Wsrp Advisory, LLC 401(k) Profit Sharing Plan surged - up 49.1% during 2024, from $10M to $15M. Reported net income was $3M.
Which 401(k) plans are similar in size to Wsrp Advisory, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metrica, Inc. 401(k) Retirement Plan in TX ($15M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Wsrp Advisory, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M 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 990841184.

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.