Money Purchase · DOL Form 5500 · 2024
Wrr Associates Inc. Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Wrr Associates Inc. · Sponsored by Wrr Associates Inc. · Ohio · Wholesale Trade
$2M in assets, 1 participants
Wrr Associates Inc.'s Wrr Associates Inc. reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #1,043 in Wholesale Trade (6,080 peers)
Wrr Associates Inc. multi-year trail
Wrr Associates Inc.'s plans moved +100.1% in assets from 2022 to 2024; this filing shows Wrr Associates Inc. at $2M / 1 participant.
- #1,043
- in Wholesale Trade (6,080 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wrr Associates Inc. among the smaller filed plans by assets
Wrr Associates Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,749,095 28th percentile higher than 28% 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
Wrr Associates Inc. among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wrr Associates Inc. is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wrr Associates Inc. reported net income fell from $160K in the plan year 2023 filing to -$90K in the plan year 2024 filing.
- Wrr Associates Inc. end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 341328760 · Wrr Associates Inc. PY 2024 · Money Purchase
Wrr Associates Inc. · $2M · 1 · 28th
- EBSA $2M
- PART 1
- TYPE 28th
- NET Money Purchase
- BOOK near Mmv Internal Medicine Psc Retirement Plan
- VS-ST ind #1043
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 Ohio →
Wrr Associates Inc. in the asset neighbourhood
Wrr Associates Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Wrr Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 100.08571445590084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 2 | 2 | $3M |
Wrr Associates Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$90K |
| Employer EIN | 341328760 |
| Plan Effective Date | 1981-09-30 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
Wrr Associates Inc.'s out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Mmv Internal Medicine Psc Retirement Plan in PR ($2M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Eduardo Mccormack Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Robert Duane Ralston Pension Plan (IL) 1 · 0 off
- Gary Ostenson Ps Dds Money Purchase Plan (WA) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.