401(k) · DOL Form 5500 · 2022

1898 Waverly, Inc. 401(k) Plan

Data updated 2026-08-25

$595K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$297,320
Avg per participant High balance/head
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Official DOL plan name: 1898 Waverly 401(k) Trust · Sponsored by 1898 Waverly, Inc. · North Carolina · Food Services & Accommodation

$595K in assets, 2 participants

1898 Waverly, Inc.'s 1898 Waverly 401(k) Trust reported $595K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,296 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, 1898 Waverly 401(k) Trust ranks #2,296 of 4,592 2022 filers by assets (3290% of the sector average)-$595K for 2 participants.

#2,296
in Food Services & Accommodation (4,592 peers)
+9.8%
assets growth YoY

1898 Waverly 401(k) Trust among the smaller filed plans by assets

1898 Waverly 401(k) Trust vs every filed plan by assets

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

$594,640 20th percentile higher than 20% 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

1898 Waverly 401(k) Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 1898 Waverly 401(k) Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 475408911 · 1898 Waverly, Inc. PY 2022 · 401(k)

1898 Waverly 401(k) Trust · $595K · 2 · 20th

  • BOY $595K
  • BOY 2
  • BOY 20th
  • BOY 401(k)
  • BOY near Dhkp Holdings, Inc. 401(k) Plan
  • BOY ind #2296

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

1898 Waverly 401(k) Trust in the asset neighbourhood

1898 Waverly 401(k) Trust$595KDhkp Holdings, Inc. 401(k) PlanDhkp Holdings, Inc. 401(k) P…$595KFisioterapia Del Norte Retirement PlanFisioterapia Del Norte Retir…$595KChemical Solutions, Inc. 401(k) Profit Sharing PlanChemical Solutions, Inc. 401…$595KPawnee Tribal Development$595K
End-of-year total assets ($M) among 1898 Waverly 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$541K
Net Assets (End of Year)$595K
Net Income$53K
Employer EIN475408911
Plan Effective Date2016-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (1898 Waverly, Inc.)

Sponsor-wide plan assets over time

All 1898 Waverly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$671K 12.825911475850935% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.59M $0.67M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 2 $595K
2023 1 2 $725K
2024 1 2 $671K

Nearby 401(k) Plans in North Carolina

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

1898 Waverly 401(k) Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants 1898 Waverly 401(k) Trust, Total assets ($B): 0.00059464 · Participants: 21898 Waverly 401(k) TrustThe 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
1898 Waverly 401(k) Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare 1898 Waverly 401(k) Trust side-by-side with 3 peers →

1898 Waverly 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dhkp Holdings, Inc. 401(k) Plan in FL ($595K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($595K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 1898 Waverly 401(k) Trust assets move in 2022? ▼
1898 Waverly 401(k) Trust grew at a solid clip - up 9.8% during 2022, from $541K to $595K. Reported net income was $53K.
How have 1898 Waverly, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1898 Waverly, Inc.'s sponsor-wide assets grew 12.8%, from $595K to $671K.
Where does 1898 Waverly 401(k) Trust rank by assets among Form 5500 filers? ▼
1898 Waverly 401(k) Trust ranks in the 20th 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 1898 Waverly 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dhkp Holdings, Inc. 401(k) Plan in FL ($595K, 8 participants).
Which 401(k) plans cover a similar participant headcount to 1898 Waverly 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 475408911.

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.