401(k) · DOL Form 5500 · 2022

Cauldwell Wingate Company, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
110
Participants Small participant base
76th
Percentile by assets National rank
$168,864
Avg per participant Above avg balance/head
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Official DOL plan name: Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan · Sponsored by Cauldwell Wingate Company, LLC · New York · Construction

$19M in assets, 110 participants

Cauldwell Wingate Company, LLC's Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan reported $19M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,505 in Construction (9,927 peers)

Coverage in New York

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan covers 110 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $19M.

#7,505
in Construction (9,927 peers)
-22.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,575,081 Top 24% higher than 76% 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

Cauldwell Wingate Company, LLC 401(k) Profit Sharing 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. Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

EBSA filing schedule strip

Filing strip 134196323 · Cauldwell Wingate Company, LLC PY 2022 · 401(k)

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan · $19M · 110 · 76th

  • PART $19M
  • TYPE 110
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Froehling & Robertson, Inc. 401(k) Plan
  • BOY ind #7505

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 Construction retirement plans → · Plans in New York →

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Cauldwell Wingate Company, LLC 401(k) Profit Sharing PlanCauldwell Wingate Company, L…$19MPeoples Bank 401(k) and ESOP PlanPeoples Bank 401(k) and ESOP…$19MCps Green Machine$19MFroehling & Robertson, Inc. 401(k) PlanFroehling & Robertson, Inc. …$19MVnc LLC 401 K Profit Sharing Plan and TrustVnc LLC 401 K Profit Sharing…$19M
End-of-year total assets ($M) among Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN134196323
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cauldwell Wingate Company, LLC)

Sponsor-wide plan assets over time

All Cauldwell Wingate Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 31.282447705073263% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.6M $24.4M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 110 $19M
2023 1 115 $22M
2024 1 105 $24M

Nearby 401(k) Plans in New York

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

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.018575081 · Participants: 110Cauldwell Wingate Company, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Froehling & Robertson, Inc. 401(k) Plan in VA ($19M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan declined sharply - down 22.1% during 2022, from $24M to $19M. Reported net income was -$5M.
How have Cauldwell Wingate Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cauldwell Wingate Company, LLC's sponsor-wide assets grew 31.3%, from $19M to $24M.
Where does Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan ranks in the 76th 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 Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Froehling & Robertson, Inc. 401(k) Plan in VA ($19M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 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 134196323.

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.