401(k) · DOL Form 5500 · 2022
W.L. Petrey Wholesale Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 318
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $21,936
- Avg per participant Low balance/head
Official DOL plan name: W.L. Petrey Wholesale Company, Inc. 401(k) Plan · Sponsored by W.L. Petrey Wholesale Company, Inc. · Alabama · Wholesale Trade
$7M in assets, 318 participants
W.L. Petrey Wholesale Company, Inc.'s W.L. Petrey Wholesale Company, Inc. 401(k) Plan reported $7M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,228 in Wholesale Trade (6,843 peers)
2022 asset change
W.L. Petrey Wholesale Company, Inc. 401(k) Plan declined sharply 19.3% in 2022 ($9M → $7M) for 318 participants.
- #3,228
- in Wholesale Trade (6,843 peers)
- -19.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W.L. Petrey Wholesale Company, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
W.L. Petrey Wholesale Company, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,975,600 Top 43% higher than 57% 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
W.L. Petrey Wholesale Company, Inc. 401(k) 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. W.L. Petrey Wholesale Company, Inc. 401(k) Plan sits mid-pack in the medium band (318 participants).
DOL schedule card
Filing strip 630672324 · W.L. Petrey Wholesale Company, Inc. PY 2022 · 401(k)
W.L. Petrey Wholesale Company, Inc. 401(k) Plan · $7M · 318 · 57th
- RANK $7M
- PHOTO 318
- IND 57th
- EOY 401(k)
- 5500 near Demand Science Group 401(k) Plan
- ASSETS ind #3228
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 Alabama →
W.L. Petrey Wholesale Company, Inc. 401(k) Plan in the asset neighbourhood
W.L. Petrey Wholesale Company, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All W.L. Petrey Wholesale Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 6.669906531337806% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 318 | $7M |
| 2023 | 1 | 328 | $7M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 630672324 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
W.L. Petrey Wholesale Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Demand Science Group 401(k) Plan in MA ($7M); by covered participants it is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (318 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.