401(k) · DOL Form 5500 · 2022

Ware Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
351
Participants Below avg headcount
77th
Percentile by assets National rank
$56,901
Avg per participant Low balance/head
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Official DOL plan name: Ware Group, LLC 401 K Plan · Sponsored by Ware Group, LLC · Florida · Wholesale Trade

$20M in assets, 351 participants

Ware Group, LLC's Ware Group, LLC 401 K Plan reported $20M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,113 in Wholesale Trade (6,843 peers)

Where Ware Group, LLC 401 K Plan sits by assets

Ware Group, LLC 401 K Plan sits in the top quartile of all filed plans by assets, $20M for 351 participants (~$56,901/participant), down 13.5% in 2022.

#5,113
in Wholesale Trade (6,843 peers)
-13.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Ware Group, LLC 401 K Plan's outsized position by total assets

Ware Group, LLC 401 K Plan vs every filed plan by assets

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

$19,972,325 Top 23% higher than 77% 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

Ware Group, LLC 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. Ware Group, LLC 401 K Plan sits mid-pack in the medium band (351 participants).

Plan-year Form 5500 strip

Filing strip 263590999 · Ware Group, LLC PY 2022 · 401(k)

Ware Group, LLC 401 K Plan · $20M · 351 · 77th

  • EBSA $20M
  • PART 351
  • TYPE 77th
  • NET 401(k)
  • BOOK near Cust-O-Fab 401(k) Plan
  • VS-ST ind #5113

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 →

Ware Group, LLC 401 K Plan in the asset neighbourhood

Ware Group, LLC 401 K Plan$20MCust-O-Fab 401(k) Plan$20MMarketstar 401(k) Plan$20MNovolex Ae 401(k) Plan$20MMad Engine Global, LLC 401(k) Retirement PlanMad Engine Global, LLC 401(k…$20M
End-of-year total assets ($M) among Ware Group, LLC 401 K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN263590999
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ware Group, LLC)

Sponsor-wide plan assets over time

All Ware Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 56.844188145346116% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $31.3M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 351 $20M
2023 1 407 $28M
2024 1 534 $31M

Nearby 401(k) Plans in Florida

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

Ware Group, LLC 401 K Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ware Group, LLC 401 K Plan, Total assets ($B): 0.019972325 · Participants: 351Ware Group, LLC 401 K 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
Ware Group, LLC 401 K Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ware Group, LLC 401 K Plan side-by-side with 3 peers →

Ware Group, LLC 401 K Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cust-O-Fab 401(k) Plan in OK ($20M); by covered participants it is Natrol 401(k) Profit Sharing Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Ware Group, LLC 401 K Plan assets move in 2022? ▼
Ware Group, LLC 401 K Plan pulled back noticeably - down 13.5% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Ware Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ware Group, LLC's sponsor-wide assets grew 56.8%, from $20M to $31M.
Where does Ware Group, LLC 401 K Plan rank by assets among Form 5500 filers? ▼
Ware Group, LLC 401 K Plan ranks in the 77th 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 Ware Group, LLC 401 K Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cust-O-Fab 401(k) Plan in OK ($20M, 1,182 participants).
Which 401(k) plans cover a similar participant headcount to Ware Group, LLC 401 K Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natrol 401(k) Profit Sharing Plan in CA (351 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 263590999.

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.