401(k) · DOL Form 5500 · 2022

W.B. Moore Company of Charlotte, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
138
Participants Small participant base
57th
Percentile by assets National rank
$49,915
Avg per participant Low balance/head
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Official DOL plan name: W.B. Moore Company of Charlotte 401(k) Plan · Sponsored by W.B. Moore Company of Charlotte, Inc. · North Carolina · Construction

$7M in assets, 138 participants

W.B. Moore Company of Charlotte, Inc.'s W.B. Moore Company of Charlotte 401(k) Plan reported $7M in total assets and 138 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.

  • #5,643 in Construction (9,927 peers)

Coverage in North Carolina

W.B. Moore Company of Charlotte 401(k) Plan covers 138 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#5,643
in Construction (9,927 peers)
-24.9%
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.B. Moore Company of Charlotte 401(k) Plan's mid-pack asset rank among Construction and all filers

W.B. Moore Company of Charlotte 401(k) Plan vs every filed plan by assets

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

$6,888,273 Top 43% higher than 57% 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

W.B. Moore Company of Charlotte 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.B. Moore Company of Charlotte 401(k) Plan sits mid-pack in the medium band (138 participants).

EBSA filing schedule strip

Filing strip 561818115 · W.B. Moore Company of Charlotte, Inc. PY 2022 · 401(k)

W.B. Moore Company of Charlotte 401(k) Plan · $7M · 138 · 57th

  • PCT $7M
  • PCT 138
  • PCT 57th
  • PCT 401(k)
  • PCT near Applied Behavior Health Management, LLC 401(k) Plan
  • PCT ind #5643

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 North Carolina →

W.B. Moore Company of Charlotte 401(k) Plan in the asset neighbourhood

W.B. Moore Company of Charlotte 401(k) PlanW.B. Moore Company of Charlo…$7MApplied Behavior Health Management, LLC 401(k) PlanApplied Behavior Health Mana…$7MM. Simon Zook 401(k) Profit Sharing PlanM. Simon Zook 401(k) Profit …$7MThe Mcs Group, Inc 401(k) PlanThe Mcs Group, Inc 401(k) Pl…$7MSharefax Credit Union 401(k) Savings Plan and TrustSharefax Credit Union 401(k)…$7M
End-of-year total assets ($M) among W.B. Moore Company of Charlotte 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN561818115
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.B. Moore Company of Charlotte, Inc.)

Sponsor-wide plan assets over time

All W.B. Moore Company of Charlotte, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.20909871022824% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.89M $8.76M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 138 $7M
2023 1 123 $8M
2024 1 103 $9M

Nearby 401(k) Plans in North Carolina

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

W.B. Moore Company of Charlotte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants W.B. Moore Company of Charlotte 401(k) Plan, Total assets ($B): 0.006888273 · Participants: 138W.B. Moore Company of Charlotte 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
W.B. Moore Company of Charlotte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare W.B. Moore Company of Charlotte 401(k) Plan side-by-side with 3 peers →

W.B. Moore Company of Charlotte 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Applied Behavior Health Management, LLC 401(k) Plan in NY ($7M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 W.B. Moore Company of Charlotte 401(k) Plan assets move in 2022? ▼
W.B. Moore Company of Charlotte 401(k) Plan declined sharply - down 24.9% during 2022, from $9M to $7M. Reported net income was -$2M.
How have W.B. Moore Company of Charlotte, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.B. Moore Company of Charlotte, Inc.'s sponsor-wide assets grew 27.2%, from $7M to $9M.
Which 401(k) plans are similar in size to W.B. Moore Company of Charlotte 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Applied Behavior Health Management, LLC 401(k) Plan in NY ($7M, 261 participants).
Which 401(k) plans cover a similar participant headcount to W.B. Moore Company of Charlotte 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 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 561818115.

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.