401(k) · DOL Form 5500 · 2022

Waverly Partners, L.P. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
91
Participants Small participant base
38th
Percentile by assets National rank
$28,643
Avg per participant Low balance/head
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Official DOL plan name: Old Waverly Golf Club 401(k) Plan · Sponsored by Waverly Partners, L.P. · Mississippi · Arts, Entertainment & Recreation

$3M in assets, 91 participants

Waverly Partners, L.P.'s Old Waverly Golf Club 401(k) Plan reported $3M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,779 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Old Waverly Golf Club 401(k) Plan ranks #1,779 of 3,077 2022 filers by assets (1065% of the sector average)-$3M for 91 participants.

#1,779
in Arts, Entertainment & Recreation (3,077 peers)
-26.3%
assets change YoY

The plan reported a net loss of $930K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Old Waverly Golf Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Old Waverly Golf Club 401(k) Plan vs every filed plan by assets

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

$2,606,556 38th percentile higher than 38% 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

Old Waverly Golf Club 401(k) 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. Old Waverly Golf Club 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 640842804 · Waverly Partners, L.P. PY 2022 · 401(k)

Old Waverly Golf Club 401(k) Plan · $3M · 91 · 38th

  • EBSA $3M
  • EBSA 91
  • EBSA 38th
  • EBSA 401(k)
  • EBSA near Super T Transport 401(k) Plan
  • EBSA ind #1779

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 Arts, Entertainment & Recreation retirement plans → · Plans in Mississippi →

Old Waverly Golf Club 401(k) Plan in the asset neighbourhood

Old Waverly Golf Club 401(k) PlanOld Waverly Golf Club 401(k)…$3MSuper T Transport 401(k) Plan$3MPremold Corp Profit Sharing PlanPremold Corp Profit Sharing …$3MRbr Management LLC 401(k) Profit Sharing Plan & TrustRbr Management LLC 401(k) Pr…$3MT3 Solutions 401(k) Profit Sharing PlanT3 Solutions 401(k) Profit S…$3M
End-of-year total assets ($M) among Old Waverly Golf Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$930K
Employer EIN640842804
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waverly Partners, L.P.)

Sponsor-wide plan assets over time

All Waverly Partners, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.06658134335115% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.61M $3.05M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 91 $3M
2023 1 68 $3M

Nearby 401(k) Plans in Mississippi

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

Old Waverly Golf Club 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Old Waverly Golf Club 401(k) Plan, Total assets ($M): 2.606556 · Participants: 91Old Waverly Golf Club 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Old Waverly Golf Club 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Old Waverly Golf Club 401(k) Plan side-by-side with 3 peers →

Old Waverly Golf Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Super T Transport 401(k) Plan in ID ($3M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Old Waverly Golf Club 401(k) Plan assets move in 2022? ▼
Old Waverly Golf Club 401(k) Plan declined sharply - down 26.3% during 2022, from $4M to $3M. Reported net income was -$930K.
How have Waverly Partners, L.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waverly Partners, L.P.'s sponsor-wide assets grew 17.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Old Waverly Golf Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Super T Transport 401(k) Plan in ID ($3M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Old Waverly Golf Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 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 640842804.

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.