Profit Sharing · DOL Form 5500 · 2022
Waverly Markets, LLC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 288
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $7,737
- Avg per participant Low balance/head
Official DOL plan name: Waverly Markets, LLC 401(k) Plan and Trust · Sponsored by Waverly Markets, LLC · Connecticut · Retail Trade
$2M in assets, 288 participants
Waverly Markets, LLC's Waverly Markets, LLC 401(k) Plan and Trust reported $2M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #4,275 in Retail Trade (9,519 peers)
Coverage in Connecticut
Waverly Markets, LLC 401(k) Plan and Trust covers 288 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $2M.
- #4,275
- in Retail Trade (9,519 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $270K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waverly Markets, LLC 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers
Waverly Markets, LLC 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,228,136 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Waverly Markets, LLC 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waverly Markets, LLC 401(k) Plan and Trust sits mid-pack in the medium band (288 participants).
Plan-year Form 5500 strip
Filing strip 061531696 · Waverly Markets, LLC PY 2022 · Profit Sharing
Waverly Markets, LLC 401(k) Plan and Trust · $2M · 288 · 35th
- TYPE $2M
- TYPE 288
- TYPE 35th
- TYPE Profit Sharing
- TYPE near Inter Ikea Tack Program
- TYPE ind #4275
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 Retail Trade retirement plans → · Plans in Connecticut →
Waverly Markets, LLC 401(k) Plan and Trust in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$270K |
| Employer EIN | 061531696 |
| Plan Effective Date | 1999-07-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.2B · 10,777
- The Lee Company Profit Sharing Plan $396M · 930
- Connecticut Children's Retirement Savings Plan $377M · 2,969
- Connecticut Laborers' Annuity Plan $215M · 3,141
- Connecticut Pipetrades Local No. 777 Annuity Plan $212M · 2,456
Waverly Markets, LLC 401(k) Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Inter Ikea Tack Program in PA ($2M); by covered participants it is Carriage House Investments Company Employees' Profit Sharing Plan in UT (288 participants). 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 (288 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.