401(k) · DOL Form 5500 · 2022

George E. Warren LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
51
Participants Small participant base
82nd
Percentile by assets National rank
$536,214
Avg per participant High balance/head
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Official DOL plan name: George E. Warren Employees Profit Sharing Plan · Sponsored by George E. Warren LLC · Florida · Wholesale Trade

$27M in assets, 51 participants

George E. Warren LLC's George E. Warren Employees Profit Sharing Plan reported $27M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,533 in Wholesale Trade (6,843 peers)

Where George E. Warren Employees Profit Sharing Plan sits by assets

George E. Warren Employees Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 51 participants (~$536,214/participant), down 14.3% in 2022.

#5,533
in Wholesale Trade (6,843 peers)
-14.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

George E. Warren Employees Profit Sharing Plan's outsized position by total assets

George E. Warren Employees Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,346,894 Top 18% higher than 82% of 139,123 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 2022

George E. Warren Employees Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George E. Warren Employees Profit Sharing Plan is a small filing (51 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 041947720 · George E. Warren LLC PY 2022 · 401(k)

George E. Warren Employees Profit Sharing Plan · $27M · 51 · 82nd

  • PART $27M
  • TYPE 51
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)
  • BOY ind #5533

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 Florida →

George E. Warren Employees Profit Sharing Plan in the asset neighbourhood

George E. Warren Employees Profit Sharing PlanGeorge E. Warren Employees P…$27MBank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)Bank of Travelers Rest Emplo…$27MMariani Enterprises 401(k) Savings PlanMariani Enterprises 401(k) S…$27MDoka USA, Ltd. 401(k) Plan$27MMarkel 401(k) Plan$27M
End-of-year total assets ($M) among George E. Warren Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN041947720
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (George E. Warren LLC)

Sponsor-wide plan assets over time

All George E. Warren LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 37.35602295456296% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $37.6M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 51 $27M
2023 1 52 $32M
2024 1 52 $38M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

George E. Warren Employees Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants George E. Warren Employees Profit Sharing Plan, Total assets ($B): 0.027346894 · Participants: 51George E. Warren Employees Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
George E. Warren Employees Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare George E. Warren Employees Profit Sharing Plan side-by-side with 3 peers →

George E. Warren Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) in SC ($27M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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.

Frequently Asked Questions

How did George E. Warren Employees Profit Sharing Plan assets move in 2022? ▼
George E. Warren Employees Profit Sharing Plan pulled back noticeably - down 14.3% during 2022, from $32M to $27M. Reported net income was -$5M.
How have George E. Warren LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George E. Warren LLC's sponsor-wide assets grew 37.4%, from $27M to $38M.
Where does George E. Warren Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
George E. Warren Employees Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to George E. Warren Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) in SC ($27M, 113 participants).
Which 401(k) plans cover a similar participant headcount to George E. Warren Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041947720.

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.