Profit Sharing · DOL Form 5500 · 2024

Wright Service Corp. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
160
Participants Small participant base
26th
Percentile by assets National rank
$8,741
Avg per participant Low balance/head
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Official DOL plan name: Wright Tree of Puerto Rico Retirement Plan · Sponsored by Wright Service Corp. · Iowa · Agriculture, Forestry & Fishing

$1M in assets, 160 participants

Wright Service Corp.'s Wright Tree of Puerto Rico Retirement Plan reported $1M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #302 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Iowa

Wright Tree of Puerto Rico Retirement Plan covers 160 participants in Iowa, about 26% of the average Iowa filer (state average ~609 per filing). Assets: $1M.

#302
in Agriculture, Forestry & Fishing (1,217 peers)
+50.2%
assets growth YoY

Wright Tree of Puerto Rico Retirement Plan among the smaller filed plans by assets

Wright Tree of Puerto Rico Retirement Plan vs every filed plan by assets

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

$1,398,587 26th percentile higher than 26% 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

Wright Tree of Puerto Rico Retirement 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. Wright Tree of Puerto Rico Retirement Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wright Tree of Puerto Rico Retirement Plan end-of-year assets rose from $931K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Wright Tree of Puerto Rico Retirement Plan reported net income fell from $705K in the plan year 2023 filing to $467K in the plan year 2024 filing.
  • Wright Tree of Puerto Rico Retirement Plan reported participants rose from 157 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421206493 · Wright Service Corp. PY 2024 · Profit Sharing

Wright Tree of Puerto Rico Retirement Plan · $1M · 160 · 26th

  • BOY $1M
  • BOY 160
  • BOY 26th
  • BOY Profit Sharing
  • BOY near Payne Financial Consulting Profit Sharing Plan
  • BOY ind #302

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

Wright Tree of Puerto Rico Retirement Plan in the asset neighbourhood

Wright Tree of Puerto Rico Retirement PlanWright Tree of Puerto Rico R…$1MPayne Financial Consulting Profit Sharing PlanPayne Financial Consulting P…$1MBelle Oaks of America, Inc. Profit Sharing PlanBelle Oaks of America, Inc. …$1MStingray Investment Partners, Inc. Retirement PlanStingray Investment Partners…$1MTroth Inc. Retirement Plan$1M
End-of-year total assets ($M) among Wright Tree of Puerto Rico Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$931K
Net Assets (End of Year)$1M
Net Income$467K
Employer EIN421206493
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wright Service Corp.)

Sponsor-wide plan assets over time

All Wright Service Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$354M 31.052837833913678% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $270M $354M ▲ +31.1%
Year Plans Participants Total Assets
2022 2 5,864 $270M
2023 3 5,851 $304M
2024 3 5,753 $354M

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wright Tree of Puerto Rico Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20020406080 Total assets ($M) Participants Wright Tree of Puerto Rico Retirement Plan, Total assets ($M): 1.398587 · Participants: 160Wright Tree of Puerto Rico Retirement PlanDordt University Defined Contribution Retirement Plan, Total assets ($M): 61.231281 · Participants: 322Dordt University Defined Contribution Retirement PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 30.470084 · Participants: 279Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 26.345653 · Participants: 12Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 16.515891 · Participants: 43Newton Clinic, P.C. Profit Sharing PlanBurgess Health Center 403(b) Plan, Total assets ($M): 15.713773 · Participants: 272Burgess Health Center 403(b) Plan
Wright Tree of Puerto Rico Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Wright Tree of Puerto Rico Retirement Plan side-by-side with 3 peers →

Wright Tree of Puerto Rico Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Payne Financial Consulting Profit Sharing Plan in CA ($1M); by covered participants it is Exacto Spring Corp. Employees' Profit Sharing Plan in WI (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Wright Tree of Puerto Rico Retirement Plan assets move in 2024? ▼
Wright Tree of Puerto Rico Retirement Plan surged - up 50.2% during 2024, from $931K to $1M. Reported net income was $467K.
How have Wright Service Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wright Service Corp.'s sponsor-wide assets grew 31.1%, from $270M to $354M.
Which Profit Sharing plans are similar in size to Wright Tree of Puerto Rico Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Payne Financial Consulting Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wright Tree of Puerto Rico Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Exacto Spring Corp. Employees' Profit Sharing Plan in WI (160 participants, $25M 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 421206493.

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.