Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORZELLA & SONS, INC.
EIN 39-1015136farmingLatest filing 2025
Plans
2
Retirement
2
$16.0M assets
Welfare
0
Participants
58
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.0M assets / 58 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WORZELLA & SONS, INC. PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$9.8M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WORZELLA & SONS, INC. EMPLOYEE RETIREMENT PLAN
MoneyPurchase
Assets$6.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WORZELLA & SONS, INC. PROFIT SHARING PLAN & TRUST | ProfitSharing | $9.8M | 27 | 2024 | |
| 002 | WORZELLA & SONS, INC. EMPLOYEE RETIREMENT PLAN | MoneyPurchase | $6.3M | 31 | 2025 |
Retirement plans