401(k) · DOL Form 5500 · 2022
Webb Investment Services Inc 401(k) Plan
Data updated 2026-08-25
- $917K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $229,223
- Avg per participant Above avg balance/head
Official DOL plan name: Webb Investment Services Inc 401(k) Plan · Sponsored by Webb Investment Services Inc · North Carolina · Finance & Insurance
$917K in assets, 4 participants
Webb Investment Services Inc's Webb Investment Services Inc 401(k) Plan reported $917K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #1,455 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Webb Investment Services Inc 401(k) Plan holds $917K for 4 participants - about $229,223 per participant, among the smaller plans by assets on file.
- #1,455
- in Finance & Insurance (9,261 peers)
- -3.3%
- assets change YoY
The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Webb Investment Services Inc 401(k) Plan among the smaller filed plans by assets
Webb Investment Services Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$916,892 24th percentile higher than 24% 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
Webb Investment Services Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Webb Investment Services Inc 401(k) Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 561920406 · Webb Investment Services Inc PY 2022 · 401(k)
Webb Investment Services Inc 401(k) Plan · $917K · 4 · 24th
- EOY $917K
- EOY 4
- EOY 24th
- EOY 401(k)
- EOY near Coast Real Estate, Inc. 401(k) Profit Sharing Plan
- EOY ind #1455
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Webb Investment Services Inc 401(k) Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $949K |
|---|---|
| Net Assets (End of Year) | $917K |
| Net Income | -$32K |
| Employer EIN | 561920406 |
| Plan Effective Date | 2012-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Webb Investment Services Inc)
Sponsor-wide plan assets over time
All Webb Investment Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $955K 4.189042984342758% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $917K |
| 2023 | 1 | 4 | $956K |
| 2024 | 1 | 5 | $955K |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Webb Investment Services Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Coast Real Estate, Inc. 401(k) Profit Sharing Plan in OR ($917K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($917K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.