401(k) · DOL Form 5500 · 2022

Wafra Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
162
Participants Small participant base
89th
Percentile by assets National rank
$341,228
Avg per participant High balance/head
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Official DOL plan name: Wafra 401(k) Profit Sharing Plan · Sponsored by Wafra Inc. · New York · Finance & Insurance

$55M in assets, 162 participants

Wafra Inc.'s Wafra 401(k) Profit Sharing Plan reported $55M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,589 in Finance & Insurance (9,261 peers)

Coverage in New York

Wafra 401(k) Profit Sharing Plan covers 162 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $55M.

#7,589
in Finance & Insurance (9,261 peers)
-20.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wafra 401(k) Profit Sharing Plan's outsized position by total assets

Wafra 401(k) Profit Sharing Plan vs every filed plan by assets

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

$55,279,016 Top 11% higher than 89% 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

Wafra 401(k) Profit Sharing Plan 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. Wafra 401(k) Profit Sharing Plan sits mid-pack in the medium band (162 participants).

DOL schedule card

Filing strip 133244612 · Wafra Inc. PY 2022 · 401(k)

Wafra 401(k) Profit Sharing Plan · $55M · 162 · 89th

  • PHOTO $55M
  • IND 162
  • EOY 89th
  • 5500 401(k)
  • ASSETS near Tidewater 401(k) Plan
  • PCT ind #7589

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 New York →

Wafra 401(k) Profit Sharing Plan in the asset neighbourhood

Tierpoint 401(k) Plan$55MWafra 401(k) Profit Sharing PlanWafra 401(k) Profit Sharing …$55MTidewater 401(k) Plan$55MTravis Credit Union 401(k) Retirement PlanTravis Credit Union 401(k) R…$55MHennessy 401(k) Plan$55M
End-of-year total assets ($M) among Wafra 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$55M
Net Income-$15M
Employer EIN133244612
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wafra Inc.)

Sponsor-wide plan assets over time

All Wafra Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 31.375079107775722% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.3M $72.6M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 162 $55M
2023 1 177 $64M
2024 1 179 $73M

Nearby 401(k) Plans in New York

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

Wafra 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wafra 401(k) Profit Sharing Plan, Total assets ($B): 0.055279016 · Participants: 162Wafra 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Wafra 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Wafra 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wafra 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tidewater 401(k) Plan in WA ($55M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Wafra 401(k) Profit Sharing Plan assets move in 2022? ▼
Wafra 401(k) Profit Sharing Plan declined sharply - down 20.9% during 2022, from $70M to $55M. Reported net income was -$15M.
How have Wafra Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wafra Inc.'s sponsor-wide assets grew 31.4%, from $55M to $73M.
Where does Wafra 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wafra 401(k) Profit Sharing Plan ranks in the 89th 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 Wafra 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tidewater 401(k) Plan in WA ($55M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Wafra 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 participants, N/A 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 133244612.

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.