Plan5500

Waddell, AZ Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Waddell, AZ has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $4,882,522 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Waddell

  • 6 loaded plans hold $4.9M in reported assets across 5 sponsors.
  • The largest, Rauch North America Inc 401(K) Profit Sharing Plan & Trust, holds 85% of reported Waddell plan assets.
  • Plans cover 865 participants — about 144 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,882,522
Total reported assets$4.9M$4,882,522
Total reported participants865
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$913.2K
Participant contributions$1.1M
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$740.3K
Total expenses$919.1K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waddell, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Waddell market comparison

Largest plan share of assets85%Rauch North America Inc 401(K) Profit Sharing Plan & Trust
Participants per plan144Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Waddell

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Rauch North America Inc 401(K) Profit Sharing Plan & Trust$4.2M
    Rauch North America, Inc. · 2023
  2. 2
    T & T Concrete Contractor, Inc. 401(K) Profit Sharing Plan$500K
    T & T Concrete Contractor, Inc. · 2023
  3. 3
    Mostly Sunny, Inc. Profit Sharing Plan$221.3K
    Mostly Sunny Inc Profit Sharing Plan · 2023
  4. 4
    Slkk Group Corporation 401(K) Profit Sharing Plan$10.8K
    Slkk Group Corporation · 2023
  5. 5
    Big Rock Properties, Inc. 401(K) Plan$0
    Big Rock Properties, Inc. · 2023
  6. 6
    Rauch North America, Inc.not reported in the loaded dataset
    Rauch North America, Inc. · 2023

Largest plans in Waddell → · Waddell plans by participants → · Waddell plans with financial data → · Waddell plans with provider compensation → · $1B+ plans in Waddell →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Waddell, AZ?
6 plan(s) reported by 5 sponsor(s) are loaded for Waddell, AZ.

Related Form 5500 pages