401(k) · DOL Form 5500 · 2022

Wales-Darby, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
56
Participants Small participant base
71st
Percentile by assets National rank
$246,628
Avg per participant Above avg balance/head
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Official DOL plan name: Wales-Darby, Inc. 401(k) Profit Sharing Plan · Sponsored by Wales-Darby, Inc. · New Jersey · Wholesale Trade

$14M in assets, 56 participants

Wales-Darby, Inc.'s Wales-Darby, Inc. 401(k) Profit Sharing Plan reported $14M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,534 in Wholesale Trade (6,843 peers)

Wales-Darby, Inc. multi-year trail

Wales-Darby, Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows Wales-Darby, Inc. 401(k) Profit Sharing Plan at $14M / 56 participants.

#4,534
in Wholesale Trade (6,843 peers)
-17.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wales-Darby, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Wales-Darby, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,811,175 Top 29% higher than 71% 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

Wales-Darby, Inc. 401(k) 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. Wales-Darby, Inc. 401(k) Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 112335371 · Wales-Darby, Inc. PY 2022 · 401(k)

Wales-Darby, Inc. 401(k) Profit Sharing Plan · $14M · 56 · 71st

  • BOOK $14M
  • VS-ST 56
  • BOY 71st
  • SCH 401(k)
  • EBSA near Valbruna Stainless, Inc. 401(k) Plan
  • PART ind #4534

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 New Jersey →

Wales-Darby, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Wales-Darby, Inc. 401(k) Profit Sharing PlanWales-Darby, Inc. 401(k) Pro…$14MValbruna Stainless, Inc. 401(k) PlanValbruna Stainless, Inc. 401…$14MMid Minnesota Federal Credit Union 401(k) Profit Sharing PlanMid Minnesota Federal Credit…$14MAmerican Republican 401(k) PlanAmerican Republican 401(k) P…$14MHappy Money 401(k) Plan$14M
End-of-year total assets ($M) among Wales-Darby, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wales-Darby, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wales-Darby, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 18.483850939547143% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.8M $16.4M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 56 $14M
2023 1 64 $16M
2024 1 64 $16M

Wales-Darby, Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN112335371
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Wales-Darby, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Wales-Darby, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013811175 · Participants: 56Wales-Darby, Inc. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Wales-Darby, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Wales-Darby, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wales-Darby, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Valbruna Stainless, Inc. 401(k) Plan in IN ($14M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Wales-Darby, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Wales-Darby, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.4% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Wales-Darby, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wales-Darby, Inc.'s sponsor-wide assets grew 18.5%, from $14M to $16M.
Which 401(k) plans are similar in size to Wales-Darby, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valbruna Stainless, Inc. 401(k) Plan in IN ($14M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Wales-Darby, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M 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 112335371.

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.