401(k) · DOL Form 5500 · 2022

Waite Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$15K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$14,594
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waite Agency Retirement Plan · Sponsored by Waite Agency, Inc. · Florida · Finance & Insurance

$15K in assets, 1 participants

Waite Agency, Inc.'s Waite Agency Retirement Plan reported $15K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

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

Waite Agency, Inc. multi-year trail

Waite Agency, Inc.'s plans moved -33.0% in assets from 2022 to 2023; this filing shows Waite Agency Retirement Plan at $15K / 1 participant.

#101
in Finance & Insurance (9,261 peers)
-71.3%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waite Agency Retirement Plan among the smaller filed plans by assets

Waite Agency Retirement Plan vs every filed plan by assets

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

$14,594 2nd percentile higher than 2% 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

Waite Agency Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waite Agency Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 834394875 · Waite Agency, Inc. PY 2022 · 401(k)

Waite Agency Retirement Plan · $15K · 1 · 2nd

  • BOY $15K
  • SCH 1
  • EBSA 2nd
  • PART 401(k)
  • TYPE near Connlee Inc 401(k) Profit Sharing Plan & Trust
  • NET ind #101

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 Florida →

Waite Agency Retirement Plan in the asset neighbourhood

Waite Agency Retirement Plan$15KConnlee Inc 401(k) Profit Sharing Plan & TrustConnlee Inc 401(k) Profit Sh…$15KG & G Enterprise Services Corp. 401(k) PlanG & G Enterprise Services Co…$15KQuiaoit Business Enterprises, Inc. 401(k) Profit Sharing PlanQuiaoit Business Enterprises…$15KSunovation 401(k)$15K
End-of-year total assets ($M) among Waite Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Waite Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Waite Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10K 33.02041935041798% vs 2022
2023 filing year
$0.01M 20222023 $0.01M $0.01M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $15K
2023 1 1 $10K

Waite Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$51K
Net Assets (End of Year)$15K
Net Income-$36K
Employer EIN834394875
Plan Effective Date2019-04-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Waite Agency Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Waite Agency Retirement Plan, Total assets ($B): 0.000014594 · Participants: 1Waite Agency Retirement 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
Waite Agency Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Waite Agency Retirement Plan side-by-side with 3 peers →

Waite Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Connlee Inc 401(k) Profit Sharing Plan & Trust in CT ($15K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Waite Agency Retirement Plan assets move in 2022? ▼
Waite Agency Retirement Plan contracted severely - down 71.3% during 2022, from $51K to $15K. Reported net income was -$36K.
How have Waite Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waite Agency, Inc.'s sponsor-wide assets declined 33.0%, from $15K to $10K.
Where does Waite Agency Retirement Plan rank by assets among Form 5500 filers? ▼
Waite Agency Retirement Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Waite Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connlee Inc 401(k) Profit Sharing Plan & Trust in CT ($15K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Waite Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 834394875.

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.